The Necessity Retail REIT, Inc. Class A Common Stock
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.
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: 158 → 181 (+23)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.4M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.68M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.67M |
| 4 |
Goldman Sachs
New York
|
+$5.44M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TLW Wealth Management
Indian Rocks Beach,
Florida
|
-$2.98M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.1M |
| 3 |
DW
Domani Wealth
Lancaster,
Pennsylvania
|
-$576K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$545K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$440K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Fidelity Investments
Boston,
Massachusetts
| – | +$95 | +8 | +800% |
|
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.