Patient Capital Management, LLC / REAL
Patient Capital Management, LLC’s The Necessity Retail Reit In Position
Does Patient Capital Management, LLC own The Necessity Retail Reit In (REAL)? Not currently — the last reported position was 173.5K shares worth $2M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2021
Shares
173.5K
% of Portfolio
+0.58%
Quarters Held
1
position exited
Position History REAL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 173.5K | $2M | +0.58% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Patient Capital Management, LLC’s full portfolio or all institutional holders of REAL.