HWA
SRC

HHM Wealth Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

HHM Wealth Advisors’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
2023
Q2 		– Sell
-38
Closed -$1.51K – 868
2023
Q1 		$1.51K Hold
38
– – ﹤0.01% 745
2022
Q4 		$1.52K Buy
+38
New +$1.48K ﹤0.01% 629

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

HHM Wealth Advisors's SRC Position: Q2 2023 in Review

HHM Wealth Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2023, closing a stake of 38 shares — an estimated $1.51K sold.

HHM Wealth Advisors first reported a position in SRC in Q4 2022 and held it in 2 quarters. The position peaked at $1.52K in Q4 2022. 322 funds tracked by Wall St. Rank hold SRC as of Q2 2023.

  • HHM Wealth Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 38 SPIRIT REALTY CAPITAL, INC. shares in Q2 2023, an estimated $1.51K.
  • HHM Wealth Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2022 and held it in 2 quarters.
  • HHM Wealth Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $1.52K in Q4 2022.
  • 322 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.