CCMW
SRC

Cypress Capital Management (Wyoming)’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Cypress Capital Management (Wyoming)’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
-1,600
Closed -$71K – 190
2023
Q4 		$71K Hold
1,600
– – 0.08% 68
2023
Q3 		$53.6K Buy
+1,600
New +$61.6K 0.06% 71
2023
Q2 		– Sell
-1,600
Closed -$63.7K – 180
2023
Q1 		$63.7K Hold
1,600
– – 0.07% 64
2022
Q4 		$63.9K Hold
1,600
– – 0.08% 65
2022
Q3 		$58K Hold
1,600
– – 0.08% 64
2022
Q2 		$60K Hold
1,600
– – 0.08% 67
2022
Q1 		$74K Hold
1,600
– – 0.09% 72
2021
Q4 		$78K Sell
1,600
-1,500
-48% -$71.4K 0.07% 108
2021
Q3 		$143K Hold
3,100
– – 0.12% 86
2021
Q2 		$150K Hold
3,100
– – 0.12% 91
2021
Q1 		$132K Hold
3,100
– – 0.12% 91
2020
Q4 		$125K Hold
3,100
– – 0.11% 93
2020
Q3 		$108K Hold
3,100
– – 0.1% 92
2020
Q2 		$108K Buy
3,100
+1,600
+107% +$48.5K 0.11% 94
2020
Q1 		$39K Buy
+1,500
New +$67.9K 0.05% 94

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

Cypress Capital Management (Wyoming)'s SRC Position: Q1 2024 in Review

Cypress Capital Management (Wyoming) sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 1,600 shares — an estimated $71K sold.

Cypress Capital Management (Wyoming) first reported a position in SRC in Q1 2020 and held it in 15 quarters. The position peaked at $150K in Q2 2021. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Cypress Capital Management (Wyoming) reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Cypress Capital Management (Wyoming) sold 1,600 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $71K.
  • Cypress Capital Management (Wyoming) first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2020 and held it in 15 quarters.
  • Cypress Capital Management (Wyoming)'s SPIRIT REALTY CAPITAL, INC. position peaked at $150K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2024, filed 9 May 2024.