AIP
SRC

Ameritas Investment Partners’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Ameritas Investment Partners’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
2024
Q1 		– Sell
-31,206
Closed -$1.36M – 3109
2023
Q4 		$1.36M Sell
31,206
-491
-2% -$18.9K 0.05% 487
2023
Q3 		$1.06M Sell
31,697
-3,858
-11% -$149K 0.04% 543
2023
Q2 		$1.4M Hold
35,555
– – 0.05% 446
2023
Q1 		$1.42M Sell
35,555
-589
-2% -$24.4K 0.06% 425
2022
Q4 		$1.5M Buy
36,144
+1,048
+3% +$40.9K 0.06% 407
2022
Q3 		$1.27M Sell
35,096
-722
-2% -$29.9K 0.06% 417
2022
Q2 		$1.35M Buy
35,818
+1,706
+5% +$71.8K 0.06% 418
2022
Q1 		$1.57M Buy
34,112
+1,140
+3% +$53.1K 0.06% 422
2021
Q4 		$1.59M Buy
32,972
+1,422
+5% +$67.7K 0.05% 430
2021
Q3 		$1.45M Buy
31,550
+477
+2% +$23.7K 0.05% 434
2021
Q2 		$1.49M Sell
31,073
-503
-2% -$23.6K 0.05% 436
2021
Q1 		$1.34M Hold
31,576
– – 0.05% 475
2020
Q4 		$1.27M Buy
31,576
+2,404
+8% +$86.7K 0.06% 439
2020
Q3 		$985K Sell
29,172
-608
-2% -$21.2K 0.04% 471
2020
Q2 		$1.04M Buy
29,780
+1,628
+6% +$49.3K 0.05% 442
2020
Q1 		$736K Hold
28,152
– – 0.04% 485
2019
Q4 		$1.39M Buy
28,152
+2,850
+11% +$142K 0.06% 384
2019
Q3 		$1.21M Buy
+25,302
New +$1.16M 0.06% 422

Other funds holding SRC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ameritas Investment Partners's SRC Position: Q1 2024 in Review

Ameritas Investment Partners sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 31,206 shares — an estimated $1.36M sold.

Ameritas Investment Partners first reported a position in SRC in Q3 2019 and held it in 18 quarters. The position peaked at $1.59M in Q4 2021. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Ameritas Investment Partners reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Ameritas Investment Partners sold 31,206 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $1.36M.
  • Ameritas Investment Partners first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2019 and held it in 18 quarters.
  • Ameritas Investment Partners's SPIRIT REALTY CAPITAL, INC. position peaked at $1.59M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Ameritas Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.