PFS
SRC

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

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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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