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RTL

The Necessity Retail REIT, Inc. Class A Common Stock

Delisted

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

3 hedge funds and large institutions have $190K invested in The Necessity Retail REIT, Inc. Class A Common Stock in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 239 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

99% less funds holding

Funds holding: 2433 (-240)

100% less capital invested

Capital invested by funds: $577M → $190K (-$577M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 239

Holders
3
Holders Change
-240
Holders Change %
-98.77%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
1
Reduced
1
Closed
239
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
201
Creative Financial Designs
Indiana
-$28.3K -4,187 Closed
CH
202
Canton Hathaway
Rhode Island
-$28K -4,074 Closed
BHWM
203
Beaird Harris Wealth Management
Texas
-$27K -4,000 Closed
AWM
204
Avior Wealth Management
Nebraska
-$26.3K -3,885 Closed
FWM
205
Focused Wealth Management
New York
-$25.8K -3,814 Closed
SWM
206
Spire Wealth Management
Virginia
-$22.8K -3,376 Closed
AF
207
Allworth Financial
California
-$21.6K -3,195 Closed
Simplex Trading
208
Simplex Trading
Illinois
-$20K -3,076 Closed
Allspring Global Investments
209
Allspring Global Investments
North Carolina
-$17.1K -2,526 Closed
Federated Hermes
210
Federated Hermes
Pennsylvania
-$16.5K -2,440 Closed
MIFH
211
Migdal Insurance & Financial Holdings
Israel
-$16K -2,381 Closed
RCM
212
Raleigh Capital Management
North Carolina
-$15.9K -2,357 Closed
GI
213
Gradient Investments
Minnesota
-$14.8K -2,185 Closed
HCM
214
Hollencrest Capital Management
California
-$14K -2,073 Closed
JMF
215
Johnson Midwest Financial
Iowa
-$13.9K -2,053 Closed
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
-$14K -2,000 Closed
FCMT
217
Founders Capital Management (Texas)
Texas
-$12.3K -1,817 Closed
EWP
218
Elevation Wealth Partners
California
-$11.5K -1,705 Closed
S
219
SignatureFD
Georgia
-$10.8K -1,592 Closed
PA
220
Parallel Advisors
California
-$9.95K -1,472 Closed
WIM
221
Westside Investment Management
California
-$8.11K -1,200 Closed
LF
222
Lee Financial
Texas
-$6.98K -1,033 Closed
WT
223
Washington Trust
Rhode Island
-$6.76K -1,000 Closed
AF
224
Advisornet Financial
Minnesota
-$6.01K -889 Closed
NCM
225
Northwest Capital Management
Oregon
-$5.85K -866 Closed

RTL Hedge Fund Activity: Q3 2023 in Review

3 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in The Necessity Retail REIT, Inc. Class A Common Stock (RTL) for Q3 2023, worth a combined $190K — down 100% from $577M a quarter earlier.

Sellers outnumbered buyers: 239 funds closed out of RTL and 0 opened new positions — a net loss of 239 holders — while 1 trimmed existing stakes and 1 added.

The largest buyer was Coppell Advisory Solutions, adding an estimated $26.1K. The largest seller was Vanguard Group, exiting entirely with an estimated $130M sold.

  • 3 institutional investors held The Necessity Retail REIT, Inc. Class A Common Stock (RTL) as of Q3 2023, down from 243 in Q2 2023.
  • Funds reported $190K of The Necessity Retail REIT, Inc. Class A Common Stock stock for Q3 2023, down 100% quarter-over-quarter.
  • 0 funds opened new The Necessity Retail REIT, Inc. Class A Common Stock positions in Q3 2023 and 239 closed out, a net change of -239 holders.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock buyer in Q3 2023 was Coppell Advisory Solutions, an estimated $26.1K added.
  • The largest The Necessity Retail REIT, Inc. Class A Common Stock seller in Q3 2023 was Vanguard Group, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2023.