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Necessity Retail REIT, Inc.

RTLDelisted Sep 12, 2023
Industry
Real Estate Investment Trusts
SEC CIK
0001568162

Necessity Retail REIT, Inc. was delisted on Sep 12, 2023; its insiders filed their last Form 4 on Sep 13, 2023; 243 institutions reported holding it in 13F filings for Q2 2023, worth $538.2M in total; no superinvestor held it.

13F holders, Q2 2022

Institutional positions in Necessity Retail REIT, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
235
−7 vs. Q1 2022
Shares held
76.7M
+3.35M (+4.6%) vs. Q1 2022
Total value
$558.0M
−$22.7M (−3.9%) vs. Q1 2022
New holders
20
101 more added
Sold out
27
71 more reduced

6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RTL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2022: 235 institutions
Q1 2021: 207 institutionsQ2 2021: 236 institutionsQ3 2021: 239 institutionsQ4 2021: 250 institutionsQ1 2022: 248 institutionsQ2 2022: 235 institutionsQ3 2022: 247 institutionsQ4 2022: 265 institutionsQ1 2023: 252 institutionsQ2 2023: 243 institutionsQ3 2023: 3 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2022: $558.0M
Q1 2021: $570.4MQ2 2021: $531.6MQ3 2021: $537.0MQ4 2021: $643.6MQ1 2022: $583.3MQ2 2022: $558.0MQ3 2022: $451.8MQ4 2022: $455.4MQ1 2023: $479.5MQ2 2023: $538.2MQ3 2023: $189.6KQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding RTL and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20233$189.6K
Q2 2023243$538.2M
Q1 2023252$479.5M
Q4 2022265$455.4M
Q3 2022247$451.8M
Q2 2022235$558.0M
Q1 2022248$583.3M
Q4 2021250$643.6M
Q3 2021239$537.0M
Q2 2021236$531.6M
Q1 2021207$570.4M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Necessity Retail REIT, Inc.; share changes are against Q1 2022.

Institutions holding RTL in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
New York State Common Retirement Fund219,196$1.60M0.00%+22,212+11.3%Added
Renaissance Technologies LLC227,800$1.66M0.00%+78,200+52.3%Added
Public Employees Retirement System of Ohio229,206$1.67M0.01%−1,214−0.5%Reduced
Independent Financial Group, LLC231,139$1.68M0.18%+46,818+25.4%Added
Goldman Sachs Group Inc231,345$1.68M0.00%+49,259+27.1%Added
Two Sigma Advisers, LP242,600$1.77M0.01%−194,800−44.5%Reduced
Advisors Asset Management, Inc.244,104$1.78M0.03%+244,104New
Sunbelt Securities, Inc.244,873$1.78M0.38%+41,518+20.4%Added
Prudential Financial Inc272,395$1.98M0.00%+137,420+101.8%Added
Swiss National Bank305,760$2.23M0.00%+13,700+4.7%Added
Advisor Group Holdings, Inc.426,125$3.11M0.01%−26,930−5.9%Reduced
Morgan Stanley432,471$3.15M0.00%+182,271+72.9%Added
Cambridge Investment Research Advisors, Inc.441,905$3.22M0.02%+30,157+7.3%Added
Citadel Advisors LLC441,848$3.22M0.00%+96,529+28.0%Added
UBS Asset Management Americas Inc445,122$3.24M0.00%−18,245−3.9%Reduced
AE Wealth Management LLC516,628$3.76M0.03%+11,295+2.2%Added
AQR Capital Management LLC527,180$3.84M0.01%+108,646+26.0%Added
JPMorgan Chase & Co574,055$4.18M0.00%−157,386−21.5%Reduced
Thrivent Financial for Lutherans784,095$5.71M0.02%+148,723+23.4%Added
Legal & General Group Plc796,851$5.80M0.00%+82,380+11.5%Added
Nuveen Asset Management, LLC882,502$6.42M0.00%+377,895+74.9%Added
Beck Capital Management, LLC911,822$6.64M2.99%+124,498+15.8%Added
Phocas Financial Corp.1,050,709$7.65M1.15%+115,271+12.3%Added
Bank of New York Mellon Corp1,098,541$8.00M0.00%+18,168+1.7%Added
Mirae Asset Global Investments Co., Ltd.1,332,165$9.70M0.02%+78,385+6.3%Added
Dimensional Fund Advisors LP1,384,922$10.1M0.00%+8,715+0.6%Added
Northern Trust Corp1,515,544$11.0M0.00%+32,231+2.2%Added
LSV Asset Management2,243,094$16.3M0.04%+1,744,105+349.5%Added
Geode Capital Management, LLC2,749,566$20.0M0.00%+173,863+6.8%Added
Invesco Ltd.2,778,465$20.2M0.01%−622,316−18.3%Reduced
Charles Schwab Investment Management Inc2,968,773$21.6M0.01%+17,541+0.6%Added
State Street Corp6,623,494$48.2M0.00%+257,866+4.1%Added
BlackRock Inc.13,524,672$98.5M0.00%+816,299+6.4%Added
Vanguard Group Inc20,634,324$150.2M0.00%−132,201−0.6%Reduced
IFP Advisors, Inc61,211––−6,501−9.6%Reduced
State of New Jersey Common Pension Fund D0$00.00%−307,444−100.0%Sold out
Two Sigma Investments, LP0$00.00%−163,875−100.0%Sold out
Plotkin Financial Advisors, LLC0$00.00%−57,207−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−34,500−100.0%Sold out
Wiley Bros.-Aintree Capital, LLC0$00.00%−23,975−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−22,689−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−18,789−100.0%Sold out
M&G Investment Management Ltd0$00.00%−14,877−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−13,100−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−13,029−100.0%Sold out
Claraphi Advisory Network, LLC0$00.00%−12,665−100.0%Sold out
King Luther Capital Management Corp0$00.00%−12,332−100.0%Sold out
Keebeck Alpha, LP0$00.00%−12,323−100.0%Sold out
Principal Financial Group Inc0$00.00%−10,424−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−10,059−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−8,057−100.0%Sold out
PEAK6 Investments LLC0$00.00%−5,389−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−4,172−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−4,000−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−3,626−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−3,000−100.0%Sold out
First PREMIER Bank0$00.00%−2,000−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%−1,200−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−1,100−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−300−100.0%Sold out
Parallel Advisors, LLC0$00.00%−13−100.0%Sold out
Covestor Ltd0$00.00%−32−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
IndexIQ Advisors LLC––––Not filed
Virginia Retirement Systems Et Al––––Not filed
KLK Capital Management LLC––––Not filed
Amalgamated Financial Corp.––––Not filed
Dixon Hughes Goodman Wealth Advisors LLC––––Not filed