FIM
SRC

Freedom Investment Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Freedom Investment Management’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
2022
Q4 		– Sell
-9,427
Closed -$341K – 806
2022
Q3 		$341K Buy
+9,427
New +$391K 0.04% 537

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Freedom Investment Management's SRC Position: Q4 2022 in Review

Freedom Investment Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2022, closing a stake of 9,427 shares — an estimated $341K sold.

Freedom Investment Management first reported a position in SRC in Q3 2022 and held it in 1 quarter. The position peaked at $341K in Q3 2022. 340 funds tracked by Wall St. Rank hold SRC as of Q4 2022.

  • Freedom Investment Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 9,427 SPIRIT REALTY CAPITAL, INC. shares in Q4 2022, an estimated $341K.
  • Freedom Investment Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2022 and held it in 1 quarter.
  • Freedom Investment Management's SPIRIT REALTY CAPITAL, INC. position peaked at $341K in Q3 2022.
  • 340 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.