HolderBook

AMERICAN FIN TR INC (RTL)

Institutional ownership reported to the SEC as of Q3 2023, across 20 quarters.

3
Reporting holders
$189.6K
Reported value
0.0%
Held as options
-209
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Beacon Capital Management, LLC$74.5K11,0230.02%7qHELD
Coppell Advisory Solutions LLC$66.3K11,1850.02%2q+47.8%+$21.5K
IFP Advisors, Inc$48.8K6,5010.00%13q-66.0%-$94.7K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20233$189.6K28,7090110.0%
Q2 2023212$507.8M75,023,3462266680.1%
Q1 2023208$440.9M70,138,9421472690.1%
Q4 2022211$386.6M65,476,1713066570.1%
Q3 2022241$452.5M76,651,0932679730.1%
Q2 2022233$558.9M76,455,1431891730.2%
Q1 2022246$595.5M74,974,4642280790.3%
Q4 2021246$647.3M70,728,0851884770.4%
Q3 2021234$537.8M66,626,6562498590.3%
Q2 2021232$532.2M62,570,2794366720.2%
Q1 2021203$569.7M58,024,3732266640.0%
Q4 2020202$406.8M54,651,7142752640.0%
Q3 2020188$332.6M52,992,6131554780.0%
Q2 2020191$424.9M53,610,6941973540.0%
Q1 2020192$324.8M51,777,6522369690.0%
Q4 2019208$701.3M52,770,5533260750.1%
Q3 2019188$673.8M48,182,4253061660.0%
Q2 2019178$395.4M36,153,5323262510.0%
Q1 2019181$277.6M25,605,24541106200.0%
Q4 2018156$228.4M17,095,9425720.0%