SSG
SRC

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

Summit Securities 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
-801
Closed -$35K – 995
2023
Q4 		$35K Buy
+801
New +$30.9K ﹤0.01% 427
2019
Q4 		– Sell
-63,900
Closed -$3.06M – 543
2019
Q3 		$3.06M Buy
+63,900
New +$2.93M 0.27% 64
2017
Q4 		– Sell
-2,475
Closed -$95K – 276
2017
Q3 		$95K Buy
+2,475
New +$91.4K 0.02% 198
2013
Q3 		– Sell
-12
Closed -$1K – 574
2013
Q2 		$1K Buy
+12
New +$575 ﹤0.01% 548

Other funds holding SRC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $20.6B AUM 34.61% 1-Year Est. Return

Summit Securities Group's SRC Position: Q1 2024 in Review

Summit Securities Group sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 801 shares — an estimated $35K sold.

Summit Securities Group first reported a position in SRC in Q2 2013 and held it in 4 quarters. The position peaked at $3.06M in Q3 2019. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Summit Securities Group reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 801 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $35K.
  • Summit Securities Group first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2013 and held it in 4 quarters.
  • Summit Securities Group's SPIRIT REALTY CAPITAL, INC. position peaked at $3.06M in Q3 2019.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.