Register Financial Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-325	Closed	-$10.9K	–	643
2023 Q3	$10.9K	Hold	325	–	–	0.01%	400
2023 Q2	$12.8K	Hold	325	–	–	0.01%	384
2023 Q1	$12.9K	Hold	325	–	–	0.01%	380
2022 Q4	$13K	Buy	+325	New	+$12.7K	0.01%	578

Other funds holding SRC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Register Financial Advisors's SRC Position: Q4 2023 in Review

Register Financial Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2023, closing a stake of 325 shares — an estimated $10.9K sold.

Register Financial Advisors first reported a position in SRC in Q4 2022 and held it in 4 quarters. The position peaked at $13K in Q4 2022. 340 funds tracked by Wall St. Rank hold SRC as of Q4 2023.

Register Financial Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2023 after selling out during the quarter.
Register Financial Advisors sold 325 SPIRIT REALTY CAPITAL, INC. shares in Q4 2023, an estimated $10.9K.
Register Financial Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2022 and held it in 4 quarters.
Register Financial Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $13K in Q4 2022.
340 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2023.

Based on Register Financial Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.