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RTL

The Necessity Retail REIT, Inc. Class A Common Stock

Delisted

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

250 hedge funds and large institutions have $646M invested in The Necessity Retail REIT, Inc. Class A Common Stock in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

21% more capital invested

Capital invested by funds: $536M → $646M (+$110M)

5% more funds holding

Funds holding: 238250 (+12)

5% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 84

36% less call options, than puts

Call options by funds: $640K | Put options by funds: $996K

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
3.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
88
Reduced
84
Closed
19
Calls
$640K
Puts
$996K
Net Calls
-$356K
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
201
Rise Advisors
New York
$45K +$41.8K +4,924 New
ODG
202
O'Dell Group
Ohio
$44K
RWA
203
RGT Wealth Advisors
Texas
$41K +$38.5K +4,537 New
IA
204
IFP Advisors
Florida
$38K
JFGIW
205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K
CA
206
CoreCap Advisors
Michigan
$38K +$35.8K +4,216 New
CH
207
Canton Hathaway
Rhode Island
$37K -$1.12K -132 -3%
LF
208
Lee Financial
Texas
$37K
BHWM
209
Beaird Harris Wealth Management
Texas
$37K +$33.9K +4,000 New
Koshinski Asset Management
210
Koshinski Asset Management
Illinois
$36.5K -$2.12K -250 -6%
S
211
SignatureFD
Georgia
$35K +$28.1K +3,313 +624%
FWM
212
Focused Wealth Management
New York
$31K +$424 +50 +1%
DHGWA
213
Dixon Hughes Goodman Wealth Advisors
North Carolina
$29K +$27.4K +3,224 New
CFB
214
Cullen/Frost Bankers
Texas
$27K
ZIG
215
Zullo Investment Group
Pennsylvania
$27K +$25.5K +3,000 New
LPWM
216
Lake Point Wealth Management
Texas
$26K
AF
217
Allworth Financial
California
$25K +$178 +21 +0.8%
TRCT
218
Tower Research Capital (TRC)
New York
$24K -$52.3K -6,160 -70%
RI
219
Rinkey Investments
California
$24K +$23K +2,713 New
JMF
220
Johnson Midwest Financial
Iowa
$19K
MIFH
221
Migdal Insurance & Financial Holdings
Israel
$18K -$6.49K -765 -28%
FPB
222
First PREMIER Bank
South Dakota
$18K
TWA
223
TCI Wealth Advisors
Arizona
$18K +$12.1K +1,424 +287%
AF
224
Advisornet Financial
Minnesota
$17K +$399 +47 +3%
BA
225
Bellwether Advisors
Nebraska
$16K

RTL Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in The Necessity Retail REIT, Inc. Class A Common Stock (RTL) for Q4 2021, worth a combined $646M — up 21% from $536M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RTL positions and 19 closed out — a net gain of 16 holders — while 88 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14M. The largest seller was Invesco, cutting an estimated $3.48M.

  • 250 institutional investors held The Necessity Retail REIT, Inc. Class A Common Stock (RTL) as of Q4 2021, up from 238 in Q3 2021.
  • Funds reported $646M of The Necessity Retail REIT, Inc. Class A Common Stock stock for Q4 2021, up 21% quarter-over-quarter.
  • 35 funds opened new The Necessity Retail REIT, Inc. Class A Common Stock positions in Q4 2021 and 19 closed out, a net change of +16 holders.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock buyer in Q4 2021 was Vanguard Group, an estimated $14M added.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock seller in Q4 2021 was Invesco, an estimated $3.48M sold.

Based on aggregated 13F filings for Q4 2021.