Institutional Ownership Necessity Retail Reit, Inc. (RTL)
This table provides information about the institutional ownership of Necessity Retail Reit, Inc. (RTL). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 183,738 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
55,250
shares
|
$0
0.06% of portfolio
|
Q1 2023
Reduced 11.87%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
41,518
shares
|
$0
0.0% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
38,362
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
30,430
shares
|
$0
0.03% of portfolio
|
Q4 2021
Reduced 85.53%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,145
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,137
shares
|
$0
0.0% of portfolio
|
Q2 2020
Reduced 8.72%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,016
shares
|
$0
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
2,880
shares
|
$0
0.01% of portfolio
|
Q2 2021
New holding
|