NASDAQ:RTL

Necessity Retail REIT (RTL) Institutional Ownership

$7.61

+0.08 (+1.06%)

(As of 09/12/2023)

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Today's Range: $7.46
▼
$7.66
50-Day Range: $6.81
▼
$7.61
52-Week Range: $4.45
▼
$7.66

Volume: 10.27 million shs
Average Volume: 983,361 shs
Market Capitalization: $1.02 billion

P/E Ratio: N/A
Dividend Yield: 11.17%
Price Target: $8.00

Current Institutional Ownership Percentage: 59.15%
Number of Institutional Buyers (last 12 months): 135
Total Institutional Inflows (last 12 months): $76.03 M

Number of Institutional Sellers (last 12 months): 97
Total Institutional Outflows (last 12 months): $34.24 M

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RTL Institutional Buying and Selling by Quarter

Necessity Retail REIT Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/21/2023	California State Teachers Retirement System	162,436	$1.10M	0.0%	-3.1%	0.121%
8/21/2023	Osaic Holdings Inc.	360,643	$2.45M	0.0%	+2.2%	0.269%
8/17/2023	Coppell Advisory Solutions LLC	7,566	$51K	0.0%	N/A	0.006%
8/16/2023	Nuveen Asset Management LLC	369,678	$2.50M	0.0%	-6.8%	0.275%
8/16/2023	Sunbelt Securities Inc.	29,047	$0.20M	0.0%	-89.8%	0.022%
8/15/2023	Wells Fargo & Company MN	70,751	$0.48M	0.0%	+15.4%	0.053%
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8/15/2023	Retirement Group LLC	52,500	$0.36M	0.1%	-3.5%	0.039%
8/15/2023	Goldman Sachs Group Inc.	634,851	$4.29M	0.0%	+109.1%	0.473%
8/15/2023	Belpointe Asset Management LLC	18,201	$0.12M	0.0%	-21.6%	0.014%
8/15/2023	Harbour Investments Inc.	81,973	$0.55M	0.0%	-2.0%	0.061%
8/15/2023	Captrust Financial Advisors	15,227	$0.10M	0.0%	+23.5%	0.011%
8/15/2023	Royal Bank of Canada	21,189	$0.14M	0.0%	+85.0%	0.016%
8/15/2023	Stifel Financial Corp	23,129	$0.16M	0.0%	-32.9%	0.017%
8/15/2023	Beacon Pointe Advisors LLC	41,325	$0.28M	0.0%	+22.8%	0.031%
8/14/2023	Arrow Investment Advisors LLC	26,526	$0.18M	0.1%	-11.4%	0.020%
8/14/2023	Tudor Investment Corp Et Al	22,057	$0.15M	0.0%	+15.3%	0.016%
8/14/2023	IFP Advisors Inc	9,561	$65K	0.0%	+47.1%	0.007%
8/14/2023	Tower Research Capital LLC TRC	5,522	$37K	0.0%	+41.6%	0.004%
8/14/2023	CastleKnight Management LP	977,000	$6.61M	0.7%	+106.1%	0.728%
8/14/2023	State of Wisconsin Investment Board	10,575	$71K	0.0%	-37.5%	0.008%
8/14/2023	State Street Corp	6,530,624	$44.15M	0.0%	-4.9%	4.867%
8/14/2023	UniSuper Management Pty Ltd	37,600	$0.25M	0.0%	N/A	0.028%
8/14/2023	Nuveen Asset Management LLC	369,678	$2.50M	0.0%	-6.8%	0.275%
8/11/2023	Renaissance Technologies LLC	315,100	$2.13M	0.0%	-38.6%	0.235%
8/11/2023	Cibc World Market Inc.	21,000	$0.14M	0.0%	N/A	0.016%
8/11/2023	Credit Suisse AG	311,713	$2.11M	0.0%	+42.8%	0.232%
8/11/2023	BlackRock Inc.	13,097,773	$88.54M	0.0%	+3.9%	9.761%
8/11/2023	Ameritas Investment Partners Inc.	11,111	$75K	0.0%	+17.8%	0.008%
8/11/2023	Kestra Advisory Services LLC	21,707	$0.15M	0.0%	N/A	0.016%
8/11/2023	State Board of Administration of Florida Retirement System	38,201	$0.26M	0.0%	N/A	0.028%
8/11/2023	Hsbc Holdings PLC	71,238	$0.48M	0.0%	+8.9%	0.053%
8/11/2023	Franklin Resources Inc.	68,296	$0.46M	0.0%	N/A	0.051%
8/11/2023	Geode Capital Management LLC	3,063,687	$20.71M	0.0%	+1.7%	2.283%
8/11/2023	JPMorgan Chase & Co.	860,437	$5.82M	0.0%	+90.5%	0.641%
8/11/2023	PNC Financial Services Group Inc.	7,309	$49K	0.0%	+31.8%	0.005%
8/11/2023	Northern Trust Corp	1,380,057	$9.33M	0.0%	-4.9%	1.028%
8/11/2023	ExodusPoint Capital Management LP	66,407	$0.45M	0.0%	+322.8%	0.049%
8/10/2023	Osaic Holdings Inc.	530,269	$2.28M	0.0%	+50.2%	0.395%
8/10/2023	ProShare Advisors LLC	17,500	$0.12M	0.0%	+11.2%	0.013%
8/10/2023	Commonwealth Equity Services LLC	156,858	$1.06M	0.0%	+10.0%	0.117%

8/10/2023	Mirae Asset Global Investments Co. Ltd.	2,515,588	$17.01M	0.0%	+104.2%	1.875%
8/10/2023	Cambria Investment Management L.P.	49,172	$0.33M	0.0%	-9.5%	0.037%
8/10/2023	Charles Schwab Investment Management Inc.	2,252,811	$15.23M	0.0%	-10.0%	1.679%
8/10/2023	Citigroup Inc.	439,211	$2.97M	0.0%	+400.1%	0.327%
8/10/2023	Cetera Investment Advisers	71,768	$0.49M	0.0%	-39.7%	0.053%
8/9/2023	Dimensional Fund Advisors LP	1,707,070	$11.54M	0.0%	+2.8%	1.272%
8/9/2023	BNP Paribas Arbitrage SNC	61,080	$0.41M	0.0%	-41.7%	0.046%
8/9/2023	Lido Advisors LLC	34,299	$0.23M	0.0%	-4.1%	0.026%
8/9/2023	Coastal Investment Advisors Inc.	31,497	$0.21M	0.0%	-17.7%	0.023%
8/9/2023	Kalos Management Inc.	14,768	$100K	0.2%	-19.5%	0.011%
8/8/2023	Geneos Wealth Management Inc.	32,201	$0.22M	0.0%	-51.0%	0.024%
8/8/2023	Bank Pictet & Cie Europe AG	21,897	$0.15M	0.0%	N/A	0.016%
8/8/2023	Foster & Motley Inc.	122,310	$0.83M	0.1%	-29.2%	0.091%
8/7/2023	Allegheny Financial Group LTD	12,324	$83K	0.0%	-14.0%	0.009%
8/7/2023	Principal Financial Group Inc.	14,412	$97K	0.0%	-66.6%	0.011%
8/7/2023	Wolverine Asset Management LLC	7,695	$52K	0.0%	N/A	0.006%
8/7/2023	Versor Investments LP	929,566	$6.28M	1.1%	N/A	0.693%
8/7/2023	New York Life Investment Management LLC	295,719	$2M	0.0%	N/A	0.220%
8/4/2023	Envestnet Asset Management Inc.	36,523	$0.25M	0.0%	-5.2%	0.027%
8/4/2023	abrdn plc	26,490	$0.18M	0.0%	+9.1%	0.020%
8/4/2023	Register Financial Advisors LLC	8,283	$56K	0.0%	-17.0%	0.006%
8/4/2023	IFP Advisors Inc	9,561	$0.23M	0.0%	+47.1%	0.007%
8/3/2023	Atria Wealth Solutions Inc.	359,727	$2.43M	0.0%	-6.3%	0.268%
8/3/2023	Barclays PLC	192,534	$1.30M	0.0%	+170.8%	0.143%
8/3/2023	Scotia Capital Inc.	138,614	$0.94M	0.0%	+27.6%	0.103%
8/3/2023	Bank of New York Mellon Corp	597,313	$4.04M	0.0%	+1.8%	0.445%
8/2/2023	Bank of Montreal Can	10,242	$73K	0.0%	N/A	0.008%
8/2/2023	LSV Asset Management	2,668,651	$18.04M	0.0%	-3.0%	1.989%
8/2/2023	Segantii Capital Management Ltd	1,327,337	$8.97M	0.5%	N/A	0.989%
8/2/2023	Sigma Planning Corp	43,459	$0.29M	0.0%	-7.9%	0.032%
8/1/2023	Money Concepts Capital Corp	63,610	$0.43M	0.0%	-21.9%	0.047%
7/31/2023	LPL Financial LLC	311,961	$2.11M	0.0%	+22.3%	0.232%
7/31/2023	Strs Ohio	28,400	$0.19M	0.0%	-70.7%	0.021%
7/31/2023	Asset Management One Co. Ltd.	226,044	$1.53M	0.0%	+7.0%	0.168%
7/31/2023	Sumitomo Mitsui Trust Holdings Inc.	146,219	$0.99M	0.0%	-2.4%	0.109%
7/27/2023	B. Riley Wealth Advisors Inc.	76,182	$0.52M	0.0%	-15.3%	0.057%
7/27/2023	J.W. Cole Advisors Inc.	58,302	$0.39M	0.0%	-12.6%	0.043%
7/26/2023	Oak Thistle LLC	16,148	$0.11M	0.1%	N/A	0.012%
7/26/2023	Creative Financial Designs Inc. ADV	4,187	$28K	0.0%	-25.1%	0.003%
7/26/2023	Channel Wealth LLC	88,098	$0.60M	0.3%	-4.6%	0.066%
7/25/2023	Raymond James Financial Services Advisors Inc.	17,318	$0.12M	0.0%	+39.6%	0.013%
7/25/2023	State of Alaska Department of Revenue	62,951	$0.42M	0.0%	-9.0%	0.047%
7/24/2023	Dfpg Investments LLC	43,346	$0.32M	0.0%	-24.6%	0.032%
7/24/2023	Calton & Associates Inc.	63,073	$0.43M	0.2%	-8.5%	0.047%
7/24/2023	Accurate Wealth Management LLC	37,188	$0.27M	0.1%	-10.0%	0.028%
7/21/2023	Creative Planning	34,010	$0.23M	0.0%	+10.3%	0.025%
7/21/2023	Newbridge Financial Services Group Inc.	130,790	$0.88M	0.4%	+52.0%	0.097%
7/21/2023	Kovack Advisors Inc.	42,459	$0.29M	0.0%	-30.1%	0.032%
7/20/2023	Harvest Management LLC	10,000	$68K	0.1%	N/A	0.007%
7/20/2023	Apeiron RIA LLC	32,925	$0.22M	0.1%	-13.4%	0.025%

7/19/2023	Foundations Investment Advisors LLC	27,194	$0.18M	0.0%	-24.9%	0.020%
7/19/2023	Teacher Retirement System of Texas	51,606	$0.35M	0.0%	-14.1%	0.038%
7/19/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	3,885	$26K	0.0%	+363.6%	0.003%
7/14/2023	Patriot Investment Management Group Inc.	11,593	$78K	0.0%	+14.0%	0.009%
7/13/2023	Cambridge Investment Research Advisors Inc.	342,622	$2.32M	0.0%	-10.2%	0.255%
7/13/2023	Phocas Financial Corp.	1,018,958	$6.89M	0.9%	+45.5%	0.759%
7/11/2023	Brookstone Capital Management	34,551	$0.24M	0.0%	+4.4%	0.026%
7/10/2023	AE Wealth Management LLC	417,946	$2.83M	0.0%	-12.8%	0.311%
7/10/2023	SG Americas Securities LLC	20,194	$0.14M	0.0%	-66.3%	0.015%
7/7/2023	Harvest Fund Management Co. Ltd	14,888	$100K	0.0%	-13.8%	0.011%

(Data available from 1/1/2016 forward)

RTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RTL shares?: During the previous two years, 232 institutional investors and hedge funds held shares of Necessity Retail REIT. The most heavily invested institutionals were BlackRock Inc. ($88.54M), State Street Corp ($44.15M), Invesco Ltd. ($23.88M), Geode Capital Management LLC ($20.71M), LSV Asset Management ($18.04M), Mirae Asset Global Investments Co. Ltd. ($17.01M), and Charles Schwab Investment Management Inc. ($15.23M).Learn more on RTL's institutional investors.
What percentage of Necessity Retail REIT stock is owned by institutional investors?: 59.15% of Necessity Retail REIT stock is owned by institutional investors. Learn more on RTL's institutional investor holdings.
Which institutional investors have been buying Necessity Retail REIT stock?: Of the 189 institutional investors that purchased Necessity Retail REIT stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.52M), Segantii Capital Management Ltd ($1.33M), Mirae Asset Global Investments Co. Ltd. ($1.28M), Versor Investments LP ($0.93M), AQR Capital Management LLC ($0.86M), Geode Capital Management LLC ($0.59M), and State of New Jersey Common Pension Fund D ($0.58M).

How much institutional buying is happening at Necessity Retail REIT?: Institutional investors have bought a total of 17,332,854 shares in the last 24 months. This purchase volume represents approximately $122.76M in transactions.
Which Necessity Retail REIT major shareholders have been selling company stock?: Of the 125 institutional investors that sold Necessity Retail REIT stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($0.48M), Phocas Financial Corp. ($0.42M), Invesco Ltd. ($0.41M), Gagnon Securities LLC ($0.39M), State Street Corp ($0.38M), Marshall Wace LLP ($0.35M), and Mirae Asset Global Investments Co. Ltd. ($0.35M).
How much institutional selling is happening at Necessity Retail REIT?: Institutional investors have sold a total of 6,947,567 shares in the last 24 months. This volume of shares sold represents approximately $47.41M in transactions.

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This page (NASDAQ:RTL) was last updated on 10/3/2023 by MarketBeat.com Staff

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Necessity Retail REIT (RTL) Institutional Ownership

RTL Institutional Buying and Selling by Quarter

Necessity Retail REIT Major Shareholders & Ownership History

RTL Institutional Ownership - Frequently Asked Questions

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Necessity Retail REIT (RTL) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Necessity Retail REIT (NASDAQ:RTL)

RTL Institutional Buying and Selling by Quarter

Necessity Retail REIT Major Shareholders & Ownership History

RTL Institutional Ownership - Frequently Asked Questions