KIG
SRC

Kowal Investment Group’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-92
Closed -$4K – 1002
2021
Q3 		$4K Buy
+92
New +$4.57K ﹤0.01% 718

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Kowal Investment Group's SRC Position: Q4 2021 in Review

Kowal Investment Group sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2021, closing a stake of 92 shares — an estimated $4K sold.

Kowal Investment Group first reported a position in SRC in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 348 funds tracked by Wall St. Rank hold SRC as of Q4 2021.

  • Kowal Investment Group reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 92 SPIRIT REALTY CAPITAL, INC. shares in Q4 2021, an estimated $4K.
  • Kowal Investment Group first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's SPIRIT REALTY CAPITAL, INC. position peaked at $4K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.