Kistler-Tiffany Companies’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Kistler-Tiffany Companies’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 Q1	–	Sell	-145	Closed	-$5.79K	–	828
2022 Q4	$5.79K	Hold	145	–	–	﹤0.01%	677
2022 Q3	$5K	Hold	145	–	–	﹤0.01%	684
2022 Q2	$5K	Hold	145	–	–	﹤0.01%	671
2022 Q1	$7K	Hold	145	–	–	﹤0.01%	654
2021 Q4	$7K	Hold	145	–	–	﹤0.01%	633
2021 Q3	$7K	Hold	145	–	–	﹤0.01%	627
2021 Q2	$7K	Hold	145	–	–	﹤0.01%	603
2021 Q1	$6K	Hold	145	–	–	﹤0.01%	567
2020 Q4	$6K	Hold	145	–	–	﹤0.01%	544
2020 Q3	$5K	Sell	145 -256	-64%	-$8.93K	﹤0.01%	553
2020 Q2	$14K	Hold	401	–	–	0.01%	412
2020 Q1	$20K	Hold	401	–	–	0.01%	365
2019 Q4	$20K	Hold	401	–	–	0.01%	372
2019 Q3	$19K	Sell	401 -48	-11%	-$2.2K	0.01%	377
2019 Q2	$19K	Buy	449 +209	+87%	+$8.82K	0.01%	367
2019 Q1	$10K	Buy	+240	New	+$9.15K	﹤0.01%	432
2017 Q1	–	Sell	-892	Closed	-$43K	–	536
2016 Q4	$43K	Hold	892	–	–	0.02%	266
2016 Q3	$53K	Hold	892	–	–	0.03%	249
2016 Q2	$51K	Hold	892	–	–	0.03%	254
2016 Q1	$45K	Hold	892	–	–	0.03%	259
2015 Q4	$40K	Hold	892	–	–	0.02%	280
2015 Q3	$37K	Hold	892	–	–	0.02%	283
2015 Q2	$39K	Hold	892	–	–	0.02%	289
2015 Q1	$48K	Hold	892	–	–	0.03%	237
2014 Q4	$48K	Hold	892	–	–	0.03%	242
2014 Q3	$44K	Hold	892	–	–	0.03%	249
2014 Q2	$45K	Buy	+892	New	+$44.3K	0.03%	246

Other funds holding SRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Kistler-Tiffany Companies's SRC Position: Q1 2023 in Review

Kistler-Tiffany Companies sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2023, closing a stake of 145 shares — an estimated $5.79K sold.

Kistler-Tiffany Companies first reported a position in SRC in Q2 2014 and held it in 27 quarters. The position peaked at $53K in Q3 2016. 328 funds tracked by Wall St. Rank hold SRC as of Q1 2023.

Kistler-Tiffany Companies reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2023 after selling out during the quarter.
Kistler-Tiffany Companies sold 145 SPIRIT REALTY CAPITAL, INC. shares in Q1 2023, an estimated $5.79K.
Kistler-Tiffany Companies first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2014 and held it in 27 quarters.
Kistler-Tiffany Companies's SPIRIT REALTY CAPITAL, INC. position peaked at $53K in Q3 2016.
328 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2023, filed 3 May 2023.