SCM
SRC

Shelton Capital Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Shelton Capital Management’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
-6,188
Closed -$270K – 775
2023
Q4 		$270K Sell
6,188
-599
-9% -$23.1K 0.01% 556
2023
Q3 		$228K Hold
6,787
– – 0.01% 594
2023
Q2 		$267K Hold
6,787
– – 0.01% 558
2023
Q1 		$270K Hold
6,787
– – 0.01% 530
2022
Q4 		$271K Hold
6,787
– – 0.03% 490
2022
Q3 		$245K Hold
6,787
– – 0.01% 537
2022
Q2 		$256K Buy
6,787
+968
+17% +$40.7K 0.01% 551
2022
Q1 		$268K Hold
5,819
– – 0.01% 619
2021
Q4 		$280K Hold
5,819
– – 0.01% 601
2021
Q3 		$268K Hold
5,819
– – 0.01% 618
2021
Q2 		$278K Hold
5,819
– – 0.01% 616
2021
Q1 		$247K Hold
5,819
– – 0.01% 645
2020
Q4 		$234K Buy
+5,819
New +$210K 0.01% 609
2020
Q3 		– Sell
-5,819
Closed -$203K – 803
2020
Q2 		$203K Buy
+5,819
New +$176K 0.01% 593
2020
Q1 		– Sell
-5,819
Closed -$286K – 852
2019
Q4 		$286K Hold
5,819
– – 0.02% 554
2019
Q3 		$278K Buy
+5,819
New +$266K 0.02% 567

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

Shelton Capital Management's SRC Position: Q1 2024 in Review

Shelton Capital Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 6,188 shares — an estimated $270K sold.

Shelton Capital Management first reported a position in SRC in Q3 2019 and held it in 16 quarters. The position peaked at $286K in Q4 2019. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Shelton Capital Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Shelton Capital Management sold 6,188 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $270K.
  • Shelton Capital Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2019 and held it in 16 quarters.
  • Shelton Capital Management's SPIRIT REALTY CAPITAL, INC. position peaked at $286K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Shelton Capital Management's 13F filing for Q1 2024, filed 15 May 2024.