FIM
SRC

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

Frontier 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
2016
Q1 		– Sell
-3,905
Closed -$175K – 186
2015
Q4 		$175K Hold
3,905
– – 0.03% 152
2015
Q3 		$160K Hold
3,905
– – 0.03% 162
2015
Q2 		$169K Hold
3,905
– – 0.02% 170
2015
Q1 		$198K Hold
3,905
– – 0.03% 169
2014
Q4 		$208K Hold
3,905
– – 0.04% 161
2014
Q3 		$192K Hold
3,905
– – 0.03% 159
2014
Q2 		$199K Hold
3,905
– – 0.03% 158
2014
Q1 		$192K Hold
3,905
– – 0.03% 143
2013
Q4 		$172K Buy
+3,905
New +$172K 0.03% 140

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return