LC
SRC

Lindbrook Capital’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Lindbrook Capital’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
-529
Closed -$23.1K – 2785
2023
Q4 		$23.1K Buy
529
+404
+323% +$15.6K ﹤0.01% 1102
2023
Q3 		$4.19K Sell
125
-68
-35% -$2.62K ﹤0.01% 1837
2023
Q2 		$7.6K Buy
193
+36
+23% +$1.4K ﹤0.01% 1619
2023
Q1 		$6.25K Buy
157
+37
+31% +$1.53K ﹤0.01% 1754
2022
Q4 		$4.79K Sell
120
-2
-2% -$78 ﹤0.01% 1850
2022
Q3 		$4K Buy
122
+2
+2% +$83 ﹤0.01% 1814
2022
Q2 		$5K Sell
120
-76
-39% -$3.2K ﹤0.01% 1589
2022
Q1 		$9K Buy
196
+30
+18% +$1.4K ﹤0.01% 1355
2021
Q4 		$8K Sell
166
-75
-31% -$3.57K ﹤0.01% 1381
2021
Q3 		$11K Buy
241
+47
+24% +$2.34K ﹤0.01% 976
2021
Q2 		$9K Hold
194
– – ﹤0.01% 1109
2021
Q1 		$8K Buy
194
+116
+149% +$4.75K ﹤0.01% 1122
2020
Q4 		$3K Sell
78
-12
-13% -$433 ﹤0.01% 1393
2020
Q3 		$3K Buy
90
+40
+80% +$1.4K ﹤0.01% 1329
2020
Q2 		$2K Sell
50
-59
-54% -$1.79K ﹤0.01% 1468
2020
Q1 		$3K Sell
109
-240
-69% -$10.9K ﹤0.01% 1238
2019
Q4 		$17K Sell
349
-139
-28% -$6.91K 0.01% 789
2019
Q3 		$23K Hold
488
– – 0.01% 667
2019
Q2 		$20K Hold
488
– – 0.01% 712
2019
Q1 		$19K Sell
488
-95
-16% -$3.62K 0.01% 724
2018
Q4 		$20K Buy
+583
New +$22.5K 0.01% 620

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

Lindbrook Capital's SRC Position: Q1 2024 in Review

Lindbrook Capital sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 529 shares — an estimated $23.1K sold.

Lindbrook Capital first reported a position in SRC in Q4 2018 and held it in 21 quarters. The position peaked at $23.1K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Lindbrook Capital reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Lindbrook Capital sold 529 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $23.1K.
  • Lindbrook Capital first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2018 and held it in 21 quarters.
  • Lindbrook Capital's SPIRIT REALTY CAPITAL, INC. position peaked at $23.1K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.