SIC
SRC

Samalin Investment Counsel’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Samalin Investment Counsel’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
-9,325
Closed -$407K – 292
2023
Q4 		$407K Buy
+9,325
New +$360K 0.21% 166

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

Samalin Investment Counsel's SRC Position: Q1 2024 in Review

Samalin Investment Counsel sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 9,325 shares — an estimated $407K sold.

Samalin Investment Counsel first reported a position in SRC in Q4 2023 and held it in 1 quarter. The position peaked at $407K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Samalin Investment Counsel reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Samalin Investment Counsel sold 9,325 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $407K.
  • Samalin Investment Counsel first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2023 and held it in 1 quarter.
  • Samalin Investment Counsel's SPIRIT REALTY CAPITAL, INC. position peaked at $407K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Samalin Investment Counsel's 13F filing for Q1 2024, filed 13 May 2024.