BA
SRC

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

Bridgewater 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
2014
Q2 		$211K Hold
4,138
– – 0.18% 84
2014
Q1 		$204K Hold
4,138
– – 0.21% 81
2013
Q4 		$182K Buy
+4,138
New +$183K 0.19% 78

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bridgewater Advisors's SRC Position: Q2 2014 in Review

Bridgewater Advisors held its SPIRIT REALTY CAPITAL, INC. (SRC) position steady in Q2 2014 at 4,138 shares worth $211K. The position accounts for 0.18% of the portfolio, ranked #84.

Bridgewater Advisors first reported a position in SRC in Q4 2013 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold SRC as of Q2 2014.

  • Bridgewater Advisors held 4,138 shares of SPIRIT REALTY CAPITAL, INC. worth $211K as of Q2 2014.
  • Bridgewater Advisors left its SPIRIT REALTY CAPITAL, INC. share count unchanged in Q2 2014.
  • SPIRIT REALTY CAPITAL, INC. made up 0.18% of Bridgewater Advisors's portfolio in Q2 2014, its #84 holding.
  • Bridgewater Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2013 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2014.

Based on Bridgewater Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.