MCC
SRC

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

Money Concepts 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
2023
Q1 		– Sell
-621
Closed -$24.8K – 3124
2022
Q4 		$24.8K Buy
+621
New +$24.2K ﹤0.01% 1568

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Money Concepts Capital's SRC Position: Q1 2023 in Review

Money Concepts Capital sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2023, closing a stake of 621 shares — an estimated $24.8K sold.

Money Concepts Capital first reported a position in SRC in Q4 2022 and held it in 1 quarter. The position peaked at $24.8K in Q4 2022. 328 funds tracked by Wall St. Rank hold SRC as of Q1 2023.

  • Money Concepts Capital reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 621 SPIRIT REALTY CAPITAL, INC. shares in Q1 2023, an estimated $24.8K.
  • Money Concepts Capital first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's SPIRIT REALTY CAPITAL, INC. position peaked at $24.8K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.