Miller Howard Investments’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Miller Howard Investments’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	-130,000	Closed	-$5.68M	–	208
2023 Q4	$5.68M	Hold	130,000	–	–	0.2%	83
2023 Q3	$4.36M	Hold	130,000	–	–	0.16%	89
2023 Q2	$5.12M	Hold	130,000	–	–	0.18%	84
2023 Q1	$5.18M	Hold	130,000	–	–	0.19%	81
2022 Q4	$5.19M	Buy	+130,000	New	+$5.08M	0.19%	85

Other funds holding SRC

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Miller Howard Investments's SRC Position: Q1 2024 in Review

Miller Howard Investments sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 130,000 shares — an estimated $5.68M sold.

Miller Howard Investments first reported a position in SRC in Q4 2022 and held it in 5 quarters. The position peaked at $5.68M in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

Miller Howard Investments reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
Miller Howard Investments sold 130,000 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $5.68M.
Miller Howard Investments first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2022 and held it in 5 quarters.
Miller Howard Investments's SPIRIT REALTY CAPITAL, INC. position peaked at $5.68M in Q4 2023.
4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Miller Howard Investments's 13F filing for Q1 2024, filed 12 Apr 2024.