RG
SRC

Retirement Group’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Retirement Group’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
-120
Closed -$5.24K – 882
2023
Q4 		$5.24K Hold
120
– – ﹤0.01% 528
2023
Q3 		$4.02K Hold
120
– – ﹤0.01% 507
2023
Q2 		$4.73K Buy
+120
New +$4.65K ﹤0.01% 518

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Retirement Group's SRC Position: Q1 2024 in Review

Retirement Group sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 120 shares — an estimated $5.24K sold.

Retirement Group first reported a position in SRC in Q2 2023 and held it in 3 quarters. The position peaked at $5.24K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Retirement Group reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Retirement Group sold 120 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $5.24K.
  • Retirement Group first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2023 and held it in 3 quarters.
  • Retirement Group's SPIRIT REALTY CAPITAL, INC. position peaked at $5.24K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.