The Necessity Retail REIT, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
COPPELL ADVISORY SOLUTIONS LLC | 11/14/2023 | 11.19 K | $66.33 K | 47.83% | 0.01% |
BEACON CAPITAL MANAGEMENT, LLC | 10/20/2023 | 11.02 K | $74.52 K | 0.00% | 0.01% |
IFP ADVISORS, INC | 10/12/2023 | 6.50 K | $48.76 K | -32.01% | 0.00% |
EMC CAPITAL MANAGEMENT | 11/06/2023 | 165 | $7.00 K | 0.00% | 0.00% |
AMERICAN INTERNATIONAL GROUP, INC. | 11/13/2023 | 0 | $0 | -100.00% | 0.00% |
BOKF, NA | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
JPMORGAN CHASE & CO | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
FIFTH THIRD BANCORP | 10/31/2023 | 0 | $0 | -100.00% | 0.00% |
US BANCORP \DE\ | 11/03/2023 | 0 | $0 | -100.00% | 0.00% |
M&T BANK CORP | 11/02/2023 | 0 | $0 | -100.00% | 0.00% |
FRANKLIN RESOURCES INC | 11/13/2023 | 0 | $0 | -100.00% | 0.00% |
BANK OF AMERICA CORP /DE/ | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
WELLS FARGO & COMPANY/MN | 11/13/2023 | 0 | $0 | -100.00% | 0.00% |
NORTHERN TRUST CORP | 11/13/2023 | 0 | $0 | -100.00% | 0.00% |
PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
STATE STREET CORP | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
VANGUARD GROUP INC | 12/18/2023 | 0 | $0 | -100.00% | 0.00% |
BARCLAYS PLC | 11/07/2023 | 0 | $0 | -100.00% | 0.00% |
FMR LLC | 11/13/2023 | 0 | $0 | -100.00% | 0.00% |
DIMENSIONAL FUND ADVISORS LP | 11/09/2023 | 0 | $0 | -100.00% | 0.00% |
PNC FINANCIAL SERVICES GROUP, INC. | 11/13/2023 | 0 | $0 | -100.00% | 0.00% |
MONEY CONCEPTS CAPITAL CORP | 11/01/2023 | 0 | $0 | -100.00% | 0.00% |
STIFEL FINANCIAL CORP | 11/13/2023 | 0 | $0 | -100.00% | 0.00% |
METROPOLITAN LIFE INSURANCE CO/NY | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10/30/2023 | 0 | $0 | -100.00% | 0.00% |
LEGAL & GENERAL GROUP PLC | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10/31/2023 | 0 | $0 | -100.00% | 0.00% |
HARBOUR INVESTMENTS, INC. | 11/15/2023 | 0 | $0 | -100.00% | 0.00% |
NEW YORK STATE COMMON RETIREMENT FUND | 11/07/2023 | 0 | $0 | -100.00% | 0.00% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
STRS OHIO | 10/26/2023 | 0 | $0 | -100.00% | 0.00% |
CALTON & ASSOCIATES, INC. | 11/01/2023 | 0 | $0 | -100.00% | 0.00% |
CREDIT SUISSE AG/ | 11/13/2023 | 0 | $0 | -100.00% | 0.00% |
CITIGROUP INC | 12/06/2023 | 0 | $0 | -100.00% | 0.00% |
MERCER GLOBAL ADVISORS INC /ADV | 11/15/2023 | 0 | $0 | -100.00% | 0.00% |
STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
UBS ASSET MANAGEMENT AMERICAS INC | 11/13/2023 | 0 | $0 | -100.00% | 0.00% |
VAN ECK ASSOCIATES CORP | 11/08/2023 | 0 | $0 | -100.00% | 0.00% |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 11/14/2023 | 0 | $0 | -100.00% | 0.00% |
HSBC HOLDINGS PLC | 11/13/2023 | 0 | $0 | -100.00% | 0.00% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/08/2023 | 0 | $0 | -100.00% | 0.00% |
GOLDMAN SACHS GROUP INC | 05/15/2024 | 0 | $0 | -100.00% | 0.00% |
MORGAN STANLEY | 11/15/2023 | 0 | $0 | -100.00% | 0.00% |
INVESCO LTD. | 11/13/2023 | 0 | $0 | -100.00% | 0.00% |
AMALGAMATED BANK | 11/08/2023 | 0 | $0 | -100.00% | 0.00% |
TUDOR INVESTMENT CORP ET AL | 11/15/2023 | 0 | $0 | -100.00% | 0.00% |
NATIONAL BANK OF CANADA /FI/ | 10/10/2023 | 0 | $0 | -100.00% | 0.00% |
BANK OF MONTREAL /CAN/ | 11/01/2023 | 0 | $0 | -100.00% | 0.00% |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/15/2023 | 0 | $0 | -100.00% | 0.00% |
GROUP ONE TRADING, L.P. | 11/09/2023 | 0 | $0 | -100.00% | 0.00% |
The Necessity Retail REIT, Inc. institutional Ownership - FAQ's
During the previous two years, 17 institutional investors and hedge funds held shares of The Necessity Retail REIT, Inc.. The most heavily invested institutionals were:
Johnson Midwest Financial, LLC: 0
KLK CAPITAL MANAGEMENT LLC: 0
PICTET ASSET MANAGEMENT SA: 38,362
Kalos Management, Inc.: 14,768
Barber Financial Group, Inc.: 55,250
Brinker Capital Investments, LLC: 41,518
0.02% of The Necessity Retail REIT, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 444.95 K shares in the last 24 months. This purchase volume represents approximately $3.39 M in transactions.