CIM
SRC

Cambria Investment Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Cambria Investment 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
2024
Q1 		– Sell
-7,505
Closed -$328K – 366
2023
Q4 		$328K Hold
7,505
– – 0.02% 234
2023
Q3 		$252K Hold
7,505
– – 0.02% 250
2023
Q2 		$296K Sell
7,505
-790
-10% -$30.6K 0.02% 241
2023
Q1 		$330K Buy
8,295
+1,185
+17% +$49.1K 0.03% 237
2022
Q4 		$284K Buy
+7,110
New +$278K 0.02% 233
2022
Q2 		– Sell
-6,000
Closed -$276K – 302
2022
Q1 		$276K Buy
6,000
+1,200
+25% +$55.9K 0.04% 212
2021
Q4 		$231K Sell
4,800
-288
-6% -$13.7K 0.04% 215
2021
Q3 		$234K Buy
+5,088
New +$253K 0.04% 203

Other funds holding SRC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Cambria Investment Management's SRC Position: Q1 2024 in Review

Cambria Investment Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 7,505 shares — an estimated $328K sold.

Cambria Investment Management first reported a position in SRC in Q3 2021 and held it in 8 quarters. The position peaked at $330K in Q1 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Cambria Investment Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Cambria Investment Management sold 7,505 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $328K.
  • Cambria Investment Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2021 and held it in 8 quarters.
  • Cambria Investment Management's SPIRIT REALTY CAPITAL, INC. position peaked at $330K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Cambria Investment Management's 13F filing for Q1 2024, filed 14 May 2024.