PMFA
SRC

Plante Moran Financial Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Plante Moran Financial Advisors’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
2021
Q2 		– Sell
-40
Closed -$2K – 1119
2021
Q1 		$2K Buy
+40
New +$1.64K ﹤0.01% 936
2016
Q1 		– Sell
-89
Closed -$4K – 1059
2015
Q4 		$4K Buy
+89
New +$3.94K ﹤0.01% 789

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Plante Moran Financial Advisors's SRC Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2021, closing a stake of 40 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in SRC in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q4 2015. 316 funds tracked by Wall St. Rank hold SRC as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 40 SPIRIT REALTY CAPITAL, INC. shares in Q2 2021, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2015 and held it in 2 quarters.
  • Plante Moran Financial Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $4K in Q4 2015.
  • 316 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.