Baird Financial Group
SRC

Baird Financial Group’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-6,233
Closed -$307K – 1578
2019
Q4 		$307K Buy
6,233
+293
+5% +$14.6K ﹤0.01% 1318
2019
Q3 		$284K Buy
5,940
+598
+11% +$27.4K ﹤0.01% 1335
2019
Q2 		$228K Buy
+5,342
New +$225K ﹤0.01% 1431

Other funds holding SRC

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Baird Financial Group's SRC Position: Q1 2020 in Review

Baird Financial Group sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2020, closing a stake of 6,233 shares — an estimated $307K sold.

Baird Financial Group first reported a position in SRC in Q2 2019 and held it in 3 quarters. The position peaked at $307K in Q4 2019. 287 funds tracked by Wall St. Rank hold SRC as of Q1 2020.

  • Baird Financial Group reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2020 after selling out during the quarter.
  • Baird Financial Group sold 6,233 SPIRIT REALTY CAPITAL, INC. shares in Q1 2020, an estimated $307K.
  • Baird Financial Group first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2019 and held it in 3 quarters.
  • Baird Financial Group's SPIRIT REALTY CAPITAL, INC. position peaked at $307K in Q4 2019.
  • 287 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2020.

Based on Baird Financial Group's 13F filing for Q1 2020, filed 14 May 2020.