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RTL

The Necessity Retail REIT, Inc. Class A Common Stock

Delisted

RTL was delisted on the 11th of September, 2023.

181 hedge funds and large institutions have $277M invested in The Necessity Retail REIT, Inc. Class A Common Stock in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 106 increasing their positions, 19 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 19

120% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 20

24% more capital invested

Capital invested by funds: $223M → $277M (+$54M)

15% more funds holding

Funds holding: 158181 (+23)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
181
Holders Change
+23
Holders Change %
+14.56%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
44
Increased
106
Reduced
19
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
176
Prime Capital Investment Advisors
Kansas
$5K +$5.51K +464 New
BWL
177
Bogart Wealth LLC
Virginia
$3K +$1.31K +110 +64%
BRC
178
Bell Rock Capital
Delaware
$3K +$3.74K +315 New
CAC
179
Certified Advisory Corp
Florida
$1K -$27.3K -2,294 -94%
PB
180
Pinnacle Bancorp
Nebraska
$1K
GT
181
Glenmede Trust
Pennsylvania
$37 +$40.8K +3,436 New
TWM
182
TLW Wealth Management
Florida
-$2.98M -223,802 Closed
DW
183
Domani Wealth
Pennsylvania
-$576K -43,269 Closed
PFS
184
Prospera Financial Services
Texas
-$440K -33,014 Closed
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
-$357K -26,813 Closed
AIA
186
Avalon Investment & Advisory
Texas
-$243K -18,264 Closed
RJT
187
Raymond James Trust
Florida
-$190K -14,284 Closed
CC
188
Centiva Capital
New York
-$183K -13,760 Closed
NAM
189
Nissay Asset Management
Japan
-$183K -13,738 Closed
AI
190
Atria Investments
North Carolina
-$141K -10,581 Closed
RFC
191
Regions Financial Corp
Alabama
-$80K -6,000 Closed
IA
192
IFP Advisors
Florida
-$53K -3,915 Closed
AIP
193
Ameritas Investment Partners
Nebraska
-$41K -3,133 Closed
DWM
194
Doyle Wealth Management
Florida
-$40K -3,034 Closed
NFG
195
Next Financial Group
Texas
-$38K -2,887 Closed
RCG
196
Ruggie Capital Group
Florida
-$30K -2,230 Closed
PO
197
Private Ocean
California
-$26K -2,000 Closed
JWA
198
JFS Wealth Advisors
Pennsylvania
-$13K -999 Closed
RWG
199
Regal Wealth Group
California
-$12K -865 Closed
JA
200
JOYN Advisors
Georgia
-$6K -432 Closed

RTL Hedge Fund Activity: Q1 2019 in Review

181 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in The Necessity Retail REIT, Inc. Class A Common Stock (RTL) for Q1 2019, worth a combined $277M — up 24% from $223M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new RTL positions and 20 closed out — a net gain of 24 holders — while 106 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $23.4M. The largest seller was TLW Wealth Management, exiting entirely with an estimated $2.98M sold.

  • 181 institutional investors held The Necessity Retail REIT, Inc. Class A Common Stock (RTL) as of Q1 2019, up from 158 in Q4 2018.
  • Funds reported $277M of The Necessity Retail REIT, Inc. Class A Common Stock stock for Q1 2019, up 24% quarter-over-quarter.
  • 44 funds opened new The Necessity Retail REIT, Inc. Class A Common Stock positions in Q1 2019 and 20 closed out, a net change of +24 holders.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock buyer in Q1 2019 was Vanguard Group, an estimated $23.4M added.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock seller in Q1 2019 was TLW Wealth Management, an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2019.