BTI
SRC

Blue Trust Inc’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Blue Trust Inc’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
-11,385
Closed -$382K – 2807
2023
Q4 		$382K Buy
11,385
+227
+2% +$8.76K 0.01% 292
2023
Q3 		$439K Sell
11,158
-1
-0% -$39 0.01% 269
2023
Q2 		$445K Sell
11,159
-9
-0.1% -$349 0.01% 247
2023
Q1 		$446K Sell
11,168
-6
-0.1% -$248 0.01% 315
2022
Q4 		$404K Buy
11,174
+1
+0% +$39 0.01% 291
2022
Q3 		$422K Buy
11,173
+15
+0.1% +$622 0.01% 222
2022
Q2 		$513K Buy
+11,158
New +$470K 0.01% 188

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