HWMA
SRC

Heritage Wealth Management (Arizona)’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Heritage Wealth Management (Arizona)’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 		$16K Buy
400
+200
+100% +$7.81K ﹤0.01% 714
2022
Q3 		$7K Hold
200
– – ﹤0.01% 721
2022
Q2 		$7.56K Buy
+200
New +$8.42K ﹤0.01% 712

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

Heritage Wealth Management (Arizona)'s SRC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its SPIRIT REALTY CAPITAL, INC. (SRC) stake by 100% in Q4 2022, buying an estimated $7.81K and bringing the position to 400 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Heritage Wealth Management (Arizona) first reported a position in SRC in Q2 2022 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold SRC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 400 shares of SPIRIT REALTY CAPITAL, INC. worth $16K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 200 SPIRIT REALTY CAPITAL, INC. shares in Q4 2022, an estimated $7.81K.
  • SPIRIT REALTY CAPITAL, INC. made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #714 holding.
  • Heritage Wealth Management (Arizona) first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2022 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.