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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, Q1 2023

Institutional positions in Necessity Retail REIT, Inc. as of Mar 31, 2023. 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
252
−10 vs. Q4 2022
Shares held
76.4M
−811.3K (−1.1%) vs. Q4 2022
Total value
$479.5M
+$24.2M (+5.3%) vs. Q4 2022
New holders
21
90 more added
Sold out
31
84 more reduced

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 252 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 heldQ1 2023: $479.5M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Necessity Retail REIT, Inc.; share changes are against Q4 2022.

Institutions holding RTL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc19,621,514$123.2M0.00%+318,698+1.7%Added
BlackRock Inc.12,601,664$79.1M0.00%+100,584+0.8%Added
State Street Corp6,865,934$43.1M0.00%−44,648−0.6%Reduced
Geode Capital Management, LLC3,012,218$18.9M0.00%+141,392+4.9%Added
LSV Asset Management2,751,899$17.3M0.04%−100,900−3.5%Reduced
Charles Schwab Investment Management Inc2,503,831$15.7M0.00%−13,321−0.5%Reduced
Invesco Ltd.2,422,670$15.2M0.00%−283,382−10.5%Reduced
AQR Capital Management LLC1,989,231$12.5M0.03%+256,699+14.8%Added
Dimensional Fund Advisors LP1,661,327$10.4M0.00%+156,658+10.4%Added
Northern Trust Corp1,451,139$9.11M0.00%−64,112−4.2%Reduced
Mirae Asset Global Investments Co., Ltd.1,232,110$7.74M0.02%−283,864−18.7%Reduced
Beck Capital Management, LLC1,169,975$7.35M3.13%−20,113−1.7%Reduced
Legal & General Group Plc870,788$5.47M0.00%+87,941+11.2%Added
Phocas Financial Corp.700,462$4.40M0.63%+6,686+1.0%Added
Morgan Stanley603,185$3.79M0.00%+169,944+39.2%Added
Bank of New York Mellon Corp586,662$3.68M0.00%−10,429−1.7%Reduced
UBS Asset Management Americas Inc555,671$3.49M0.00%+39,651+7.7%Added
Renaissance Technologies LLC513,000$3.22M0.00%+28,980+6.0%Added
AE Wealth Management LLC479,090$3.01M0.02%−11,798−2.4%Reduced
CastleKnight Management LP474,000$2.98M0.76%+199,444+72.6%Added
JPMorgan Chase & Co451,576$2.84M0.00%−150,129−25.0%Reduced
Nuveen Asset Management, LLC396,592$2.49M0.00%−163,998−29.3%Reduced
Cambridge Investment Research Advisors, Inc.381,529$2.40M0.01%−26,506−6.5%Reduced
Citadel Advisors LLC370,123$2.32M0.00%−21,575−5.5%Reduced
Atria Wealth Solutions, Inc.365,807$2.30M0.03%−18,257−4.8%Reduced
State of New Jersey Common Pension Fund D354,538$2.23M0.01%00.0%Unchanged
Advisor Group Holdings, Inc.352,987$2.22M0.00%−6,918−1.9%Reduced
Thrivent Financial for Lutherans304,111$1.91M0.00%00.0%Unchanged
Goldman Sachs Group Inc303,617$1.91M0.00%−83,302−21.5%Reduced
Bramshill Investments, LLC291,492$1.83M0.22%+5,034+1.8%Added
Swiss National Bank289,760$1.82M0.00%−32,000−9.9%Reduced
Sunbelt Securities, Inc.285,463$1.75M0.28%+17,793+6.6%Added
LPL Financial LLC254,988$1.60M0.00%+11,788+4.8%Added
Independent Financial Group, LLC247,899$1.56M0.12%+25,678+11.6%Added
Rhumbline Advisers234,923$1.48M0.00%+8,178+3.6%Added
Prudential Financial Inc226,085$1.42M0.00%+16,540+7.9%Added
Credit Suisse AG218,261$1.37M0.00%+41,065+23.2%Added
FMR LLC213,084$1.34M0.00%−1,291−0.6%Reduced
Asset Management One Co.,Ltd.211,180$1.33M0.01%−580.0%Reduced
Public Employees Retirement System of Ohio181,788$1.14M0.00%+23,235+14.7%Added
Foster & Motley Inc172,767$1.08M0.09%−10,515−5.7%Reduced
California State Teachers Retirement System167,606$1.05M0.00%−1,581−0.9%Reduced
Alliancebernstein L.P.164,408$1.03M0.00%−483−0.3%Reduced
Pacific Ridge Capital Partners, LLC162,980$1.02M0.25%−950−0.6%Reduced
Susquehanna International Group, LLP160,517$1.01M0.00%+106,686+198.2%Added
New York State Common Retirement Fund155,457$976.3K0.00%−14,465−8.5%Reduced
HighTower Advisors, LLC153,847$973.0K0.00%−2,042−1.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.149,888$941.3K0.00%−724−0.5%Reduced
Accel Wealth Management148,648$933.5K0.38%−2,481−1.6%Reduced
UBS Group AG145,908$916.3K0.00%+38,002+35.2%Added
Bank of America Corp142,711$896.2K0.00%+4,803+3.5%Added
Commonwealth Equity Services, LLC142,564$895.0K0.00%+6,587+4.8%Added
Nomura Asset Management Co Ltd142,500$894.9K0.00%+7,000+5.2%Added
ClariVest Asset Management LLC135,106$849.0K0.04%−99−0.1%Reduced
Great West Life Assurance Co135,389$849.0K0.00%+9,541+7.6%Added
Panagora Asset Management Inc128,869$809.3K0.01%+128,869New
Cetera Advisor Networks LLC126,621$795.2K0.01%+13,247+11.7%Added
Cetera Investment Advisers119,067$747.7K0.01%−14,312−10.7%Reduced
Deutsche Bank AG111,157$698.1K0.00%+24,131+27.7%Added
Scotia Capital Inc.108,610$682.1K0.00%+53,732+97.9%Added
D. E. Shaw & Co., Inc.107,263$673.6K0.00%+58,383+119.4%Added
BNP Paribas Arbitrage, SA104,850$658.5K0.00%+50,125+91.6%Added
STRS Ohio97,060$609.0K0.00%−35,076−26.5%Reduced
Channel Wealth LLC92,370$580.1K0.37%+92,370New
Manufacturers Life Insurance Company, The90,988$571.4K0.00%00.0%Unchanged
National Asset Management, Inc.89,895$564.5K0.02%−2,691−2.9%Reduced
Citigroup Inc87,830$551.6K0.00%−13,713−13.5%Reduced
Nisa Investment Advisors, LLC86,265$542.0K0.00%+11,086+14.7%Added
Orion Portfolio Solutions, LLC86,206$541.4K0.01%+41,602+93.3%Added
Brinker Capital Investments, LLC86,206$541.4K0.01%+44,688+107.6%Added
Newbridge Financial Services Group, Inc.86,057$540.4K0.29%+2,923+3.5%Added
Alberta Investment Management Corp85,700$538.2K0.01%00.0%Unchanged
Harbour Investments, Inc.83,688$525.6K0.03%−5,752−6.4%Reduced
Amundi82,833$516.0K0.00%−5,284−6.0%Reduced
Vestcor Inc78,718$494.0K0.02%−4,031−4.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.77,172$484.6K0.00%+12,238+18.8%Added
Money Concepts Capital Corp81,459$480.2K0.03%−38,056−31.8%Reduced
MetLife Investment Management72,200$453.4K0.00%+9,502+15.2%Added
Barclays PLC71,102$446.5K0.00%−11,542−14.0%Reduced
State of Alaska, Department of Revenue69,207$433.0K0.01%+1,982+2.9%Added
Calton & Associates, Inc.68,917$432.8K0.20%−4,842−6.6%Reduced
J.W. Cole Advisors, Inc.66,745$419.2K0.03%+1,049+1.6%Added
Geneos Wealth Management Inc.65,717$412.7K0.03%−11,094−14.4%Reduced
HSBC Holdings PLC65,401$410.7K0.00%+7,682+13.3%Added
Graham Capital Management, L.P.65,317$410.2K0.01%−2,607−3.8%Reduced
ICA Group Wealth Management, LLC65,176$409.3K0.10%+11,050+20.4%Added
American International Group, Inc.64,507$405.1K0.00%+1,284+2.0%Added
Price T Rowe Associates Inc64,060$403.0K0.00%+2,379+3.9%Added
Penserra Capital Management LLC63,778$400.0K0.01%+12,006+23.2%Added
Squarepoint Ops LLC62,831$394.6K0.00%+35,235+127.7%Added
Gagnon Securities LLC62,433$392.1K0.08%−385,117−86.1%Reduced
Wells Fargo & Company61,326$385.1K0.00%+18,513+43.2%Added
Kovack Advisors, Inc.60,759$381.6K0.05%−6,631−9.8%Reduced
Teacher Retirement System of Texas60,067$377.0K0.00%+31,344+109.1%Added
SG Americas Securities, LLC59,929$376.0K0.01%+1,937+3.3%Added
Alps Advisors Inc59,756$375.3K0.00%−8,464−12.4%Reduced
DFPG Investments, LLC57,464$360.9K0.04%00.0%Unchanged
Barber Financial Group, Inc.55,250$347.0K0.06%−7,445−11.9%Reduced
Janus Henderson Group PLC54,834$344.1K0.00%+32,573+146.3%Added
Retirement Group, LLC54,380$342.0K0.16%00.0%Unchanged