KI
SRC

Kapitalo Investimentos’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Kapitalo Investimentos’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
-3,587
Closed -$157K – 583
2023
Q4 		$157K Sell
3,587
-21,798
-86% -$841K 0.03% 326
2023
Q3 		$851K Buy
25,385
+21,943
+638% +$845K 0.12% 53
2023
Q2 		$136K Sell
3,442
-3,245
-49% -$126K 0.03% 310
2023
Q1 		$266K Buy
+6,687
New +$277K 0.09% 102

Other funds holding SRC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Kapitalo Investimentos's SRC Position: Q1 2024 in Review

Kapitalo Investimentos sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 3,587 shares — an estimated $157K sold.

Kapitalo Investimentos first reported a position in SRC in Q1 2023 and held it in 4 quarters. The position peaked at $851K in Q3 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Kapitalo Investimentos reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,587 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $157K.
  • Kapitalo Investimentos first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's SPIRIT REALTY CAPITAL, INC. position peaked at $851K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.