AWM
SRC

Avior Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Avior Wealth Management’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
2023
Q2 		– Sell
-167
Closed -$6.65K – 1694
2023
Q1 		$6.65K Buy
+167
New +$6.91K ﹤0.01% 1127
2018
Q4 		– Sell
-24
Closed -$1K – 771
2018
Q3 		$1K Hold
24
– – ﹤0.01% 719
2018
Q2 		$1K Sell
24
-3
-11% -$114 ﹤0.01% 758
2018
Q1 		$1K Sell
27
-29
-52% -$1.03K ﹤0.01% 769
2017
Q4 		$2K Buy
56
+28
+100% +$1.06K ﹤0.01% 704
2017
Q3 		$1K Buy
+28
New +$1.03K ﹤0.01% 488

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return