FMII
SRC

Farmers & Merchants Investments Inc’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Farmers & Merchants Investments Inc’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
-61
Closed -$2.67K – 1775
2023
Q4 		$2.67K Hold
61
– – ﹤0.01% 955
2023
Q3 		$2.04K Hold
61
– – ﹤0.01% 1015
2023
Q2 		$2.4K Hold
61
– – ﹤0.01% 996
2023
Q1 		$2.43K Hold
61
– – ﹤0.01% 948
2022
Q4 		$2.44K Hold
61
– – ﹤0.01% 981
2022
Q3 		$2K Sell
61
-213
-78% -$8.83K ﹤0.01% 1118
2022
Q2 		$10K Hold
274
– – ﹤0.01% 707
2022
Q1 		$13K Hold
274
– – ﹤0.01% 676
2021
Q4 		$13K Buy
274
+34
+14% +$1.62K ﹤0.01% 695
2021
Q3 		$11K Buy
240
+32
+15% +$1.59K ﹤0.01% 715
2021
Q2 		$10K Buy
+208
New +$9.74K ﹤0.01% 670

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

Farmers & Merchants Investments Inc's SRC Position: Q1 2024 in Review

Farmers & Merchants Investments Inc sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 61 shares — an estimated $2.67K sold.

Farmers & Merchants Investments Inc first reported a position in SRC in Q2 2021 and held it in 11 quarters. The position peaked at $13K in Q1 2022. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Farmers & Merchants Investments Inc reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 61 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $2.67K.
  • Farmers & Merchants Investments Inc first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2021 and held it in 11 quarters.
  • Farmers & Merchants Investments Inc's SPIRIT REALTY CAPITAL, INC. position peaked at $13K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2024, filed 18 Apr 2024.