BIA
SRC

Bell Investment Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Bell Investment 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
2024
Q1 		– Sell
-303
Closed -$13.2K – 1962
2023
Q4 		$13.2K Buy
303
+4
+1% +$154 ﹤0.01% 463
2023
Q3 		$10K Buy
299
+41
+16% +$1.58K ﹤0.01% 505
2023
Q2 		$10.2K Buy
258
+17
+7% +$659 ﹤0.01% 508
2023
Q1 		$9.6K Sell
241
-13
-5% -$538 ﹤0.01% 495
2022
Q4 		$10.1K Sell
254
-67
-21% -$2.62K ﹤0.01% 483
2022
Q3 		$12K Buy
321
+25
+8% +$1.04K ﹤0.01% 377
2022
Q2 		$11K Buy
+296
New +$12.5K ﹤0.01% 415
2021
Q4 		$11K Buy
220
+26
+13% +$1.24K ﹤0.01% 477
2021
Q3 		$9K Buy
+194
New +$9.65K ﹤0.01% 500

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Bell Investment Advisors's SRC Position: Q1 2024 in Review

Bell Investment Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 303 shares — an estimated $13.2K sold.

Bell Investment Advisors first reported a position in SRC in Q3 2021 and held it in 9 quarters. The position peaked at $13.2K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Bell Investment Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 303 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $13.2K.
  • Bell Investment Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2021 and held it in 9 quarters.
  • Bell Investment Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $13.2K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.