Coppell Advisory Solutions’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Coppell Advisory Solutions’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 Q4	$69.9K	Buy	+1,599	New	+$61.7K	0.01%	426

Other funds holding SRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Coppell Advisory Solutions's SRC Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2023: 1,599 shares worth $69.9K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings.

340 funds tracked by Wall St. Rank hold SRC as of Q4 2023.

Coppell Advisory Solutions held 1,599 shares of SPIRIT REALTY CAPITAL, INC. worth $69.9K as of Q4 2023.
SPIRIT REALTY CAPITAL, INC. was a new Coppell Advisory Solutions position in Q4 2023.
SPIRIT REALTY CAPITAL, INC. made up 0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #426 holding.
340 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.