RCM
SRC

Raleigh Capital Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Raleigh Capital 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
-165
Closed -$7.21K – 1209
2023
Q4 		$7.21K Sell
165
-25
-13% -$964 ﹤0.01% 668
2023
Q3 		$6.37K Hold
190
– – ﹤0.01% 640
2023
Q2 		$7.48K Hold
190
– – ﹤0.01% 548
2023
Q1 		$7.57K Hold
190
– – ﹤0.01% 558
2022
Q4 		$7.59K Buy
+190
New +$7.42K ﹤0.01% 485

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

Raleigh Capital Management's SRC Position: Q1 2024 in Review

Raleigh Capital Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 165 shares — an estimated $7.21K sold.

Raleigh Capital Management first reported a position in SRC in Q4 2022 and held it in 5 quarters. The position peaked at $7.59K in Q4 2022. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Raleigh Capital Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 165 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $7.21K.
  • Raleigh Capital Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2022 and held it in 5 quarters.
  • Raleigh Capital Management's SPIRIT REALTY CAPITAL, INC. position peaked at $7.59K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.