Cambridge Investment Research Advisors
SRC

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

Cambridge Investment Research 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
-13,640
Closed -$596K – 3426
2023
Q4 		$596K Sell
13,640
-5,735
-30% -$221K ﹤0.01% 2047
2023
Q3 		$650K Buy
19,375
+205
+1% +$7.9K ﹤0.01% 1874
2023
Q2 		$755K Buy
19,170
+564
+3% +$21.9K ﹤0.01% 1814
2023
Q1 		$741K Sell
18,606
-1,599
-8% -$66.2K ﹤0.01% 1783
2022
Q4 		$807K Sell
20,205
-385
-2% -$15K ﹤0.01% 1658
2022
Q3 		$745K Buy
20,590
+83
+0.4% +$3.44K ﹤0.01% 1675
2022
Q2 		$775K Buy
20,507
+1,015
+5% +$42.7K ﹤0.01% 1653
2022
Q1 		$897K Buy
19,492
+1,234
+7% +$57.5K ﹤0.01% 1657
2021
Q4 		$880K Buy
18,258
+396
+2% +$18.9K ﹤0.01% 1669
2021
Q3 		$822K Sell
17,862
-545
-3% -$27.1K ﹤0.01% 1687
2021
Q2 		$881K Buy
18,407
+3,734
+25% +$175K ﹤0.01% 1622
2021
Q1 		$624K Sell
14,673
-246
-2% -$10.1K ﹤0.01% 1729
2020
Q4 		$599K Sell
14,919
-4,985
-25% -$180K ﹤0.01% 1656
2020
Q3 		$672K Sell
19,904
-2,428
-11% -$84.7K ﹤0.01% 1422
2020
Q2 		$778K Sell
22,332
-191
-0.8% -$5.79K 0.01% 1283
2020
Q1 		$589K Buy
22,523
+983
+5% +$44.5K 0.01% 1273
2019
Q4 		$1.06M Sell
21,540
-790
-4% -$39.3K 0.01% 1115
2019
Q3 		$1.07M Buy
+22,330
New +$1.02M 0.01% 1030
2019
Q2 		– Sell
-18,602
Closed -$739K – 2382
2019
Q1 		$739K Buy
18,602
+1,637
+10% +$62.4K 0.01% 1221
2018
Q4 		$598K Buy
16,965
+1,067
+7% +$41.1K 0.01% 1226
2018
Q3 		$641K Sell
15,898
-867
-5% -$35.9K 0.01% 1299
2018
Q2 		$673K Sell
16,765
-2,150
-11% -$81.7K 0.01% 1235
2018
Q1 		$658K Buy
18,915
+2,132
+13% +$76K 0.01% 1182
2017
Q4 		$646K Sell
16,783
-11,699
-41% -$444K 0.01% 1166
2017
Q3 		$1.09M Sell
28,482
-4,439
-13% -$164K 0.01% 812
2017
Q2 		$1.09M Sell
32,921
-3,397
-9% -$127K 0.02% 766
2017
Q1 		$1.65M Buy
36,318
+164
+0.5% +$7.81K 0.03% 509
2016
Q4 		$1.76M Sell
36,154
-6,605
-15% -$336K 0.03% 473
2016
Q3 		$2.56M Sell
42,759
-931
-2% -$55.4K 0.05% 359
2016
Q2 		$2.5M Sell
43,690
-203
-0.5% -$10.6K 0.05% 321
2016
Q1 		$2.21M Sell
43,893
-17,453
-28% -$815K 0.05% 331
2015
Q4 		$2.76M Sell
61,346
-3,800
-6% -$168K 0.07% 276
2015
Q3 		$2.67M Buy
+65,146
New +$2.88M 0.08% 249
2014
Q4 		– Sell
-102,266
Closed -$5.03M – 1502
2014
Q3 		$5.03M Buy
+102,266
New +$5.28M 0.15% 143
2013
Q4 		– Sell
-232,595
Closed -$9.57M – 1286
2013
Q3 		$9.57M Buy
+232,595
New +$9.57M 0.42% 54

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

Cambridge Investment Research Advisors's SRC Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 13,640 shares — an estimated $596K sold.

Cambridge Investment Research Advisors first reported a position in SRC in Q3 2013 and held it in 35 quarters. The position peaked at $9.57M in Q3 2013. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 13,640 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $596K.
  • Cambridge Investment Research Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2013 and held it in 35 quarters.
  • Cambridge Investment Research Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $9.57M in Q3 2013.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.