SSB
SRC

Sandy Spring Bank’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Sandy Spring Bank’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
Q4 		– Sell
-100
Closed -$3.35K – 1240
2023
Q3 		$3.35K Buy
+100
New +$3.85K ﹤0.01% 976

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
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

Sandy Spring Bank's SRC Position: Q4 2023 in Review

Sandy Spring Bank sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2023, closing a stake of 100 shares — an estimated $3.35K sold.

Sandy Spring Bank first reported a position in SRC in Q3 2023 and held it in 1 quarter. The position peaked at $3.35K in Q3 2023. 340 funds tracked by Wall St. Rank hold SRC as of Q4 2023.

  • Sandy Spring Bank reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 100 SPIRIT REALTY CAPITAL, INC. shares in Q4 2023, an estimated $3.35K.
  • Sandy Spring Bank first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2023 and held it in 1 quarter.
  • Sandy Spring Bank's SPIRIT REALTY CAPITAL, INC. position peaked at $3.35K in Q3 2023.
  • 340 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.