EP
SRC

Edgestream Partners’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Edgestream Partners’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
-26,490
Closed -$1.16M – 1064
2023
Q4 		$1.16M Buy
+26,490
New +$1.02M 0.08% 397

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Edgestream Partners's SRC Position: Q1 2024 in Review

Edgestream Partners sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 26,490 shares — an estimated $1.16M sold.

Edgestream Partners first reported a position in SRC in Q4 2023 and held it in 1 quarter. The position peaked at $1.16M in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Edgestream Partners reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Edgestream Partners sold 26,490 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $1.16M.
  • Edgestream Partners first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2023 and held it in 1 quarter.
  • Edgestream Partners's SPIRIT REALTY CAPITAL, INC. position peaked at $1.16M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Edgestream Partners's 13F filing for Q1 2024, filed 10 May 2024.