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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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.