HWM
SRC

Hohimer Wealth Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Hohimer Wealth 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
2024
Q1 		– Sell
-25,072
Closed -$1.1M – 246
2023
Q4 		$1.1M Buy
25,072
+3,268
+15% +$126K 0.28% 104
2023
Q3 		$731K Hold
21,804
– – 0.21% 125
2023
Q2 		$859K Buy
21,804
+2,086
+11% +$80.9K 0.24% 115
2023
Q1 		$786K Buy
19,718
+4,530
+30% +$188K 0.23% 119
2022
Q4 		$606K Buy
+15,188
New +$593K 0.19% 105

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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