LMGAM
SRC

Liberty Mutual Group Asset Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Liberty Mutual Group 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
2024
Q1 		– Sell
-17,908
Closed -$782K – 122
2023
Q4 		$782K Sell
17,908
-34,671
-66% -$1.34M 0.23% 83
2023
Q3 		$1.76M Hold
52,579
– – 0.49% 49
2023
Q2 		$2.07M Hold
52,579
– – 0.53% 46
2023
Q1 		$2.09M Hold
52,579
– – 0.48% 52
2022
Q4 		$2.1M Hold
52,579
– – 0.56% 56
2022
Q3 		$1.9M Sell
52,579
-17,009
-24% -$705K 0.57% 63
2022
Q2 		$2.63M Sell
69,588
-5,147
-7% -$217K 0.39% 54
2022
Q1 		$3.44M Buy
+74,735
New +$3.48M 0.12% 56

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $184M AUM 20.73% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return