Koshinski Asset Management
SRC

Koshinski Asset Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-138
Closed -$6.35K – 2070
2022
Q1 		$6.35K Hold
138
– – ﹤0.01% 1730
2021
Q4 		$6.65K Sell
138
-7
-5% -$333 ﹤0.01% 1735
2021
Q3 		$6.68K Buy
+145
New +$7.21K ﹤0.01% 1773

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Koshinski Asset Management's SRC Position: Q2 2022 in Review

Koshinski Asset Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2022, closing a stake of 138 shares — an estimated $6.35K sold.

Koshinski Asset Management first reported a position in SRC in Q3 2021 and held it in 3 quarters. The position peaked at $6.68K in Q3 2021. 322 funds tracked by Wall St. Rank hold SRC as of Q2 2022.

  • Koshinski Asset Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 138 SPIRIT REALTY CAPITAL, INC. shares in Q2 2022, an estimated $6.35K.
  • Koshinski Asset Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's SPIRIT REALTY CAPITAL, INC. position peaked at $6.68K in Q3 2021.
  • 322 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.