CA
SRC

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

Clearstead 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
2023
Q1 		– Sell
-354
Closed -$14.1K – 1447
2022
Q4 		$14.1K Hold
354
– – ﹤0.01% 862
2022
Q3 		$13K Buy
354
+37
+12% +$1.53K ﹤0.01% 851
2022
Q2 		$12K Buy
+317
New +$13.3K ﹤0.01% 907

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Clearstead Advisors's SRC Position: Q1 2023 in Review

Clearstead Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2023, closing a stake of 354 shares — an estimated $14.1K sold.

Clearstead Advisors first reported a position in SRC in Q2 2022 and held it in 3 quarters. The position peaked at $14.1K in Q4 2022. 328 funds tracked by Wall St. Rank hold SRC as of Q1 2023.

  • Clearstead Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2023 after selling out during the quarter.
  • Clearstead Advisors sold 354 SPIRIT REALTY CAPITAL, INC. shares in Q1 2023, an estimated $14.1K.
  • Clearstead Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2022 and held it in 3 quarters.
  • Clearstead Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $14.1K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.