Lee Financial’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Lee Financial’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 Q1	–	Sell	-176	Closed	-$8K	–	992
2021 Q4	$8K	Buy	+176	New	+$8.38K	﹤0.01%	545

Other funds holding SRC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

LPC

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lee Financial's SRC Position: Q1 2022 in Review

Lee Financial sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2022, closing a stake of 176 shares — an estimated $8K sold.

Lee Financial first reported a position in SRC in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 337 funds tracked by Wall St. Rank hold SRC as of Q1 2022.

Lee Financial reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 176 SPIRIT REALTY CAPITAL, INC. shares in Q1 2022, an estimated $8K.
Lee Financial first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2021 and held it in 1 quarter.
Lee Financial's SPIRIT REALTY CAPITAL, INC. position peaked at $8K in Q4 2021.
337 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.