MPWT
SRC

MassMutual Private Wealth & Trust’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

MassMutual Private Wealth & Trust’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
-88
Closed -$3.85K – 2149
2023
Q4 		$3.85K Buy
88
+57
+184% +$2.2K ﹤0.01% 1306
2023
Q3 		$1.04K Sell
31
-17
-35% -$655 ﹤0.01% 1683
2023
Q2 		$1.89K Hold
48
– – ﹤0.01% 1487
2023
Q1 		$1.91K Hold
48
– – ﹤0.01% 1432
2022
Q4 		$2K Buy
48
+32
+200% +$1.25K ﹤0.01% 1367
2022
Q3 		$1K Sell
16
-118
-88% -$4.89K ﹤0.01% 1591
2022
Q2 		$5K Buy
134
+118
+738% +$4.97K ﹤0.01% 927
2022
Q1 		$1K Buy
+16
New +$745 ﹤0.01% 1472
2021
Q2 		– Sell
-44
Closed -$2K – 1319
2021
Q1 		$2K Buy
+44
New +$1.8K ﹤0.01% 910

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 $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MassMutual Private Wealth & Trust's SRC Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 88 shares — an estimated $3.85K sold.

MassMutual Private Wealth & Trust first reported a position in SRC in Q1 2021 and held it in 9 quarters. The position peaked at $5K in Q2 2022. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • MassMutual Private Wealth & Trust reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 88 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $3.85K.
  • MassMutual Private Wealth & Trust first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2021 and held it in 9 quarters.
  • MassMutual Private Wealth & Trust's SPIRIT REALTY CAPITAL, INC. position peaked at $5K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.