Prospera Financial Services’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-2,065	Closed	-$95K	–	2725
2022 Q1	$95K	Buy	+2,065	New	+$96.2K	﹤0.01%	1133
2020 Q4	–	Sell	-2,053	Closed	-$69K	–	1648
2020 Q3	$69K	Buy	+2,053	New	+$71.6K	0.03%	518
2018 Q4	–	Sell	-2,054	Closed	-$82K	–	450
2018 Q3	$82K	Hold	2,054	–	–	0.02%	408
2018 Q2	$82K	Sell	2,054 -236	-10%	-$8.96K	0.01%	443
2018 Q1	$80K	Buy	+2,290	New	+$81.7K	0.01%	431
2017 Q4	–	Sell	-2,290	Closed	-$88K	–	452
2017 Q3	$88K	Hold	2,290	–	–	0.01%	416
2017 Q2	$76K	Hold	2,290	–	–	0.01%	415
2017 Q1	$104K	Hold	2,290	–	–	0.02%	367
2016 Q4	$112K	Buy	+2,290	New	+$116K	0.02%	374

Other funds holding SRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prospera Financial Services's SRC Position: Q2 2022 in Review

Prospera Financial Services sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2022, closing a stake of 2,065 shares — an estimated $95K sold.

Prospera Financial Services first reported a position in SRC in Q4 2016 and held it in 9 quarters. The position peaked at $112K in Q4 2016. 321 funds tracked by Wall St. Rank hold SRC as of Q2 2022.

Prospera Financial Services reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 2,065 SPIRIT REALTY CAPITAL, INC. shares in Q2 2022, an estimated $95K.
Prospera Financial Services first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2016 and held it in 9 quarters.
Prospera Financial Services's SPIRIT REALTY CAPITAL, INC. position peaked at $112K in Q4 2016.
321 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.