APA
SRC

American Portfolios Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

American Portfolios 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
2020
Q3 		– Sell
-1,830
Closed -$63.8K – 3002
2020
Q2 		$63.8K Sell
1,830
-249
-12% -$7.54K ﹤0.01% 1200
2020
Q1 		$54.4K Buy
2,079
+154
+8% +$6.97K ﹤0.01% 1127
2019
Q4 		$94.7K Sell
1,925
-120
-6% -$5.97K 0.01% 1060
2019
Q3 		$97.9K Sell
2,045
-53
-3% -$2.43K 0.01% 1006
2019
Q2 		$89.5K Buy
2,098
+982
+88% +$41.4K 0.01% 1029
2019
Q1 		$44.3K Buy
+1,116
New +$42.5K ﹤0.01% 1248

Other funds holding SRC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Portfolios Advisors's SRC Position: Q3 2020 in Review

American Portfolios Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q3 2020, closing a stake of 1,830 shares — an estimated $63.8K sold.

American Portfolios Advisors first reported a position in SRC in Q1 2019 and held it in 6 quarters. The position peaked at $97.9K in Q3 2019. 281 funds tracked by Wall St. Rank hold SRC as of Q3 2020.

  • American Portfolios Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q3 2020 after selling out during the quarter.
  • American Portfolios Advisors sold 1,830 SPIRIT REALTY CAPITAL, INC. shares in Q3 2020, an estimated $63.8K.
  • American Portfolios Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2019 and held it in 6 quarters.
  • American Portfolios Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $97.9K in Q3 2019.
  • 281 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q3 2020.

Based on American Portfolios Advisors's 13F filing for Q3 2020, filed 22 Mar 2023.