Pictet Asset Management
SRC

Pictet Asset Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Pictet Asset Management’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
-37,075
Closed -$1.62M – 2044
2023
Q4 		$1.62M Buy
37,075
+20
+0.1% +$771 ﹤0.01% 918
2023
Q3 		$1.24M Buy
+37,055
New +$1.43M ﹤0.01% 944

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

Pictet Asset Management's SRC Position: Q1 2024 in Review

Pictet Asset Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 37,075 shares — an estimated $1.62M sold.

Pictet Asset Management first reported a position in SRC in Q3 2023 and held it in 2 quarters. The position peaked at $1.62M in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Pictet Asset Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Pictet Asset Management sold 37,075 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $1.62M.
  • Pictet Asset Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2023 and held it in 2 quarters.
  • Pictet Asset Management's SPIRIT REALTY CAPITAL, INC. position peaked at $1.62M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Pictet Asset Management's 13F filing for Q1 2024, filed 14 May 2024.