Purchases and Sales Made in Q1 2021 in Necessity Retail Reit, Inc. (RTL)
This table provides information about the institutional ownership of Necessity Retail Reit, Inc. (RTL) during Q1 2021. The information is specifically focused on institutions that hold shares of Necessity Retail REIT, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-689- 1.81% |
$17K - $17.3K
|
37.5K
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-713- 3.44% |
$17.6K - $17.9K
|
20K
$0
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-723- 0.48% |
$17.9K - $18.2K
|
151K
$0
|
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-753Closed |
$18.6K - $18.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-759- 3.65% |
$18.7K - $19.1K
|
20K
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-968Closed |
$23.9K - $24.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.2K- 9.6% |
$29.5K - $30.1K
|
11.3K
$0
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 10.54% |
$32.4K - $33K
|
11.1K
$0
|
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 6.75% |
$32.9K - $33.5K
|
18.4K
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.53KClosed |
$37.8K - $38.4K
|
0
$0
|
|
|
Nov 14, 2024
Q1 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.72K- 1.22% |
$42.5K - $43.2K
|
139K
$0
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.94K- 1.19% |
$47.8K - $48.7K
|
160K
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.07K- 4.77% |
$51K - $51.9K
|
41.3K
$0
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-2.69K- 94.62% |
$66.4K - $67.6K
|
153
$0
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-2.71K- 4.49% |
$67K - $68.2K
|
57.7K
$0
|
|
|
May 18, 2021
Q1 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.85K- 9.45% |
$70.2K - $71.5K
|
27.3K
$0
|
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.92K- 9.1% |
$72.2K - $73.5K
|
29.2K
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.97KClosed |
$73.4K - $74.7K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3K- 22.31% |
$74K - $75.4K
|
10.4K
$0
|
|
|
May 03, 2021
Q1 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.02K- 3.76% |
$74.7K - $76K
|
77.5K
$0
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.3K- 14.88% |
$81.5K - $83K
|
18.9K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.5K- 20.07% |
$86.4K - $88K
|
13.9K
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.87K- 13.29% |
$95.6K - $97.3K
|
25.3K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.2K- 7.51% |
$104K - $106K
|
51.7K
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.66K- 16.16% |
$115K - $117K
|
24.2K
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.81K- 23.86% |
$119K - $121K
|
15.3K
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.88K- 31.2% |
$121K - $123K
|
10.8K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.66K- 15.27% |
$140K - $142K
|
31.4K
$0
|
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-6.46K- 43.89% |
$159K - $162K
|
8.25K
$0
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.68K- 9.97% |
$165K - $168K
|
60.3K
$0
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.79K- 2.61% |
$168K - $171K
|
253K
$0
|
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.08K- 19.75% |
$199K - $203K
|
32.8K
$0
|
|
|
Mar 30, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-8.42K- 18.96% |
$208K - $212K
|
36K
$0
|
|
|
May 06, 2021
Q1 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9K- 4.43% |
$222K - $226K
|
194K
$0
|
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.09K- 2.16% |
$224K - $228K
|
411K
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Strs Ohio
|
SELL
|
- |
-10.6K- 6.35% |
$261K - $266K
|
156K
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-12.3KClosed |
$304K - $309K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 2.44% |
$304K - $309K
|
492K
$0
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-13.1KClosed |
$324K - $330K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-13.2K- 6.87% |
$325K - $331K
|
179K
$0
|
|
|
May 14, 2021
Q1 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.3K- 50.13% |
$329K - $335K
|
13.3K
$0
|
|
|
Mar 22, 2023
Q1 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-14.2K- 30.24% |
$351K - $358K
|
32.8K
$0
|
|
|
May 14, 2021
Q1 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-14.2K- 30.24% |
$351K - $358K
|
32.8K
$0
|
|
|
May 17, 2021
Q1 2021
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-14.7KClosed |
$364K - $370K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-15.2K- 67.07% |
$375K - $382K
|
7.46K
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-15.3KClosed |
$377K - $384K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.8K- 59.11% |
$390K - $398K
|
10.9K
$0
|
|
|
May 07, 2021
Q1 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-16.5K- 19.54% |
$408K - $416K
|
68.1K
$0
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.3K- 39.63% |
$427K - $435K
|
26.3K
$0
|
|
|
May 10, 2021
Q1 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-17.9KClosed |
$441K - $450K
|
0
$0
|