KA
SRC

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

Kovack 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
2024
Q1 		– Sell
-17,328
Closed -$757K – 621
2023
Q4 		$757K Buy
17,328
+2,329
+16% +$89.8K 0.09% 213
2023
Q3 		$503K Sell
14,999
-631
-4% -$24.3K 0.07% 261
2023
Q2 		$616K Hold
15,630
– – 0.08% 250
2023
Q1 		$623K Buy
+15,630
New +$647K 0.08% 244

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 $20.6B AUM 34.61% 1-Year Est. Return

Kovack Advisors's SRC Position: Q1 2024 in Review

Kovack Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 17,328 shares — an estimated $757K sold.

Kovack Advisors first reported a position in SRC in Q1 2023 and held it in 4 quarters. The position peaked at $757K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Kovack Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Kovack Advisors sold 17,328 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $757K.
  • Kovack Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2023 and held it in 4 quarters.
  • Kovack Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $757K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Kovack Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.