CIAS
SRC

CFS Investment Advisory Services’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

CFS Investment Advisory Services’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
2022
Q4 		– Sell
-33,520
Closed -$1K – 291
2022
Q3 		$1K Buy
+33,520
New +$1.39M ﹤0.01% 227

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

CFS Investment Advisory Services's SRC Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2022, closing a stake of 33,520 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in SRC in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 340 funds tracked by Wall St. Rank hold SRC as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 33,520 SPIRIT REALTY CAPITAL, INC. shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's SPIRIT REALTY CAPITAL, INC. position peaked at $1K in Q3 2022.
  • 340 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.