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AG
SRC
Advisor Group’s
SPIRIT REALTY CAPITAL, INC.
SRC
Stock Holding History
Advisor Group’s Portfolio
SRC Stock Details
SRC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
$1.52M
Buy
30,846
+1,194
+4%
+$59.4K
0.01%
954
2019
Q3
$1.42M
Sell
29,652
-5,683
-16%
-$260K
0.01%
941
2019
Q2
$1.51M
Buy
35,335
+22,357
+172%
+$944K
0.01%
894
2019
Q1
$516K
Buy
12,978
+725
+6%
+$27.6K
﹤0.01%
1563
2018
Q4
$431K
Sell
12,253
-631
-5%
-$24.3K
﹤0.01%
1516
2018
Q3
$519K
Sell
12,884
-118
-0.9%
-$4.89K
0.01%
1444
2018
Q2
$521K
Sell
13,002
-4,811
-27%
-$183K
0.01%
1273
2018
Q1
$620K
Buy
17,813
+921
+5%
+$32.9K
0.01%
1162
2017
Q4
$650K
Sell
16,892
-1,445
-8%
-$54.9K
0.01%
1158
2017
Q3
$705K
Sell
18,337
-1,133
-6%
-$41.8K
0.01%
1005
2017
Q2
$646K
Sell
19,470
-4,602
-19%
-$172K
0.01%
991
2017
Q1
$1.09M
Sell
24,072
-18,174
-43%
-$866K
0.02%
669
2016
Q4
$2.06M
Sell
42,246
-59,249
-58%
-$3.01M
0.05%
415
2016
Q3
$6.07M
Buy
101,495
+3,879
+4%
+$231K
0.15%
158
2016
Q2
$5.59M
Buy
+97,616
New
+$5.1M
0.15%
157
Other funds holding SRC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
VCM
V3 Capital Management
Dallas, Texas
$33.4M AUM
5.9%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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