AWA
SRC

Aaron Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Aaron Wealth Advisors’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-528
Closed -$24.3K – 895
2022
Q1 		$24.3K Buy
+528
New +$24.6K 0.01% 604

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aaron Wealth Advisors's SRC Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2022, closing a stake of 528 shares — an estimated $24.3K sold.

Aaron Wealth Advisors first reported a position in SRC in Q1 2022 and held it in 1 quarter. The position peaked at $24.3K in Q1 2022. 321 funds tracked by Wall St. Rank hold SRC as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 528 SPIRIT REALTY CAPITAL, INC. shares in Q2 2022, an estimated $24.3K.
  • Aaron Wealth Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $24.3K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.