SFM
SRC

Systematic Financial Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Systematic Financial 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
-399,518
Closed -$17.5M – 255
2023
Q4 		$17.5M Buy
399,518
+94,891
+31% +$3.66M 0.52% 85
2023
Q3 		$10.2M Buy
+304,627
New +$11.7M 0.33% 116
2019
Q2 		– Sell
-32,325
Closed -$1.28M – 674
2019
Q1 		$1.28M Sell
32,325
-416
-1% -$15.9K 0.04% 351
2018
Q4 		$1.15M Sell
32,741
-1,636
-5% -$63K 0.04% 364
2018
Q3 		$1.39M Sell
34,377
-1,431
-4% -$59.3K 0.03% 404
2018
Q2 		$1.44M Sell
35,808
-5,560
-13% -$211K 0.04% 370
2018
Q1 		$1.44M Buy
+41,368
New +$1.48M 0.03% 339

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