RFCA
SRC

R&F Capital Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

R&F Capital 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
2017
Q1 		$1.42M Buy
31,185
+24,021
+335% +$1.14M 0.37% 54
2016
Q4 		$349K Buy
+7,164
New +$364K 0.12% 264

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

R&F Capital Advisors's SRC Position: Q1 2017 in Review

R&F Capital Advisors increased its SPIRIT REALTY CAPITAL, INC. (SRC) stake by 335% in Q1 2017, buying an estimated $1.14M and bringing the position to 31,185 shares worth $1.42M. The position accounts for 0.37% of the portfolio, ranked #54.

R&F Capital Advisors first reported a position in SRC in Q4 2016 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold SRC as of Q1 2017.

  • R&F Capital Advisors held 31,185 shares of SPIRIT REALTY CAPITAL, INC. worth $1.42M as of Q1 2017.
  • R&F Capital Advisors bought 24,021 SPIRIT REALTY CAPITAL, INC. shares in Q1 2017, an estimated $1.14M.
  • SPIRIT REALTY CAPITAL, INC. made up 0.37% of R&F Capital Advisors's portfolio in Q1 2017, its #54 holding.
  • R&F Capital Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2016 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.