Credential Securities’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Credential Securities’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
2017 Q2	–	Sell	-6,161	Closed	-$280K	–	274
2017 Q1	$280K	Buy	+6,161	New	+$294K	0.1%	150
2016 Q1	–	Sell	-4,652	Closed	-$209K	–	239
2015 Q4	$209K	Buy	4,652 +135	+3%	+$5.98K	0.14%	140
2015 Q3	$185K	Sell	4,517 -6,553	-59%	-$290K	0.13%	134
2015 Q2	$481K	Buy	11,070 +193	+2%	+$9.63K	0.3%	103
2015 Q1	$589K	Buy	10,877 +490	+5%	+$27.1K	0.38%	80
2014 Q4	$553K	Buy	10,387 +356	+4%	+$18.5K	0.36%	87
2014 Q3	$491K	Buy	10,031 +558	+6%	+$28.8K	0.33%	89
2014 Q2	$483K	Buy	9,473 +876	+10%	+$43.5K	0.32%	92
2014 Q1	$423K	Buy	+8,597	New	+$411K	0.32%	91

Other funds holding SRC

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

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

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

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAC

Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return

Credential Securities's SRC Position: Q2 2017 in Review

Credential Securities sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2017, closing a stake of 6,161 shares — an estimated $280K sold.

Credential Securities first reported a position in SRC in Q1 2014 and held it in 9 quarters. The position peaked at $589K in Q1 2015. 270 funds tracked by Wall St. Rank hold SRC as of Q2 2017.

Credential Securities reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2017 after selling out during the quarter.
Credential Securities sold 6,161 SPIRIT REALTY CAPITAL, INC. shares in Q2 2017, an estimated $280K.
Credential Securities first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2014 and held it in 9 quarters.
Credential Securities's SPIRIT REALTY CAPITAL, INC. position peaked at $589K in Q1 2015.
270 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2017.

Based on Credential Securities's 13F filing for Q2 2017, filed 21 Jul 2025.