MGP
SRC

Metis Global Partners’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Metis Global Partners’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
-9,322
Closed -$407K – 780
2023
Q4 		$407K Buy
9,322
+1,034
+12% +$39.9K 0.02% 589
2023
Q3 		$278K Buy
8,288
+233
+3% +$8.98K 0.01% 642
2023
Q2 		$317K Buy
+8,055
New +$312K 0.02% 612

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