CI Private Wealth, LLC

SEC CIK: 0001948780
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

RTL holding history

Necessity Retail REIT, Inc. in every 13F filed by CI Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RTL overview All 13F holders of RTL Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of RTL by CI Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−31,467−100.0%	Sold out	Holders
Q2 2023	31,467	$212.7K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	31,467	$197.6K	<0.1%	+1,037+3.4%	Added	Holders
Q4 2022	30,430	$180.4K	<0.1%	–	No prior filing	Holders