RBC
SRC

Romano Brothers & Co’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-300
Closed -$12K – 1028
2022
Q4 		$12K Buy
+300
New +$11.7K ﹤0.01% 704

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Romano Brothers & Co's SRC Position: Q1 2023 in Review

Romano Brothers & Co sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2023, closing a stake of 300 shares — an estimated $12K sold.

Romano Brothers & Co first reported a position in SRC in Q4 2022 and held it in 1 quarter. The position peaked at $12K in Q4 2022. 328 funds tracked by Wall St. Rank hold SRC as of Q1 2023.

  • Romano Brothers & Co reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 300 SPIRIT REALTY CAPITAL, INC. shares in Q1 2023, an estimated $12K.
  • Romano Brothers & Co first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's SPIRIT REALTY CAPITAL, INC. position peaked at $12K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.