Mariner Independent Advisor Network’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Mariner Independent Advisor Network’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 Q3	$952K	Buy	26,320 +242	+0.9%	+$10K	0.04%	377
2022 Q2	$1.04M	Sell	26,078 -190	-0.7%	-$8K	0.04%	362
2022 Q1	$1.22M	Hold	26,268	–	–	0.05%	332
2021 Q4	$1.26M	Buy	+26,268	New	+$1.25M	0.06%	300
2021 Q3	–	Sell	-26,458	Closed	-$1.27M	–	536
2021 Q2	$1.27M	Sell	26,458 -636	-2%	-$29.8K	0.06%	306
2021 Q1	$1.15M	Sell	27,094 -1,070	-4%	-$43.8K	0.06%	284
2020 Q4	$1.13M	Sell	28,164 -2,054	-7%	-$74K	0.06%	272
2020 Q3	$1.02M	Sell	30,218 -910	-3%	-$31.7K	0.08%	210
2020 Q2	$1.1M	Sell	31,128 -1,154	-4%	-$35K	0.1%	200
2020 Q1	$739K	Sell	32,282 -43	-0.1%	-$1.95K	0.07%	243
2019 Q4	$1.59M	Sell	32,325 -40	-0.1%	-$1.99K	0.11%	199
2019 Q3	$1.55M	Sell	32,365 -307	-0.9%	-$14.1K	0.12%	193
2019 Q2	$1.38M	Buy	+32,672	New	+$1.38M	0.1%	203
2017 Q2	–	Sell	-69,891	Closed	-$3.17M	–	356
2017 Q1	$3.17M	Buy	+69,891	New	+$3.33M	0.39%	43

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Mariner Independent Advisor Network's SRC Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its SPIRIT REALTY CAPITAL, INC. (SRC) stake by 0.93% in Q3 2022, buying an estimated $10K and bringing the position to 26,320 shares worth $952K. The position accounts for 0.04% of the portfolio, ranked #377.

Mariner Independent Advisor Network first reported a position in SRC in Q1 2017 and has held it in 14 quarters since. The position peaked at $3.17M in Q1 2017. 325 funds tracked by Wall St. Rank hold SRC as of Q3 2022.

Mariner Independent Advisor Network held 26,320 shares of SPIRIT REALTY CAPITAL, INC. worth $952K as of Q3 2022.
Mariner Independent Advisor Network bought 242 SPIRIT REALTY CAPITAL, INC. shares in Q3 2022, an estimated $10K.
SPIRIT REALTY CAPITAL, INC. made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #377 holding.
Mariner Independent Advisor Network first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2017 and has held it in 14 quarters since.
Mariner Independent Advisor Network's SPIRIT REALTY CAPITAL, INC. position peaked at $3.17M in Q1 2017.
325 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.