Tidal Investments
SRC

Tidal Investments’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Tidal Investments’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
-10,569
Closed -$462K – 1788
2023
Q4 		$462K Buy
10,569
+495
+5% +$19.1K 0.01% 978
2023
Q3 		$338K Buy
10,074
+615
+7% +$23.7K 0.01% 1015
2023
Q2 		$372K Sell
9,459
-1,795
-16% -$69.6K 0.01% 953
2023
Q1 		$448K Buy
11,254
+1,170
+12% +$48.4K 0.01% 807
2022
Q4 		$403K Buy
10,084
+617
+7% +$24.1K 0.02% 732
2022
Q3 		$342K Buy
9,467
+296
+3% +$12.3K 0.01% 689
2022
Q2 		$346K Buy
9,171
+3,219
+54% +$136K 0.01% 720
2022
Q1 		$274K Buy
5,952
+1,736
+41% +$80.9K 0.01% 855
2021
Q4 		$203K Buy
+4,216
New +$201K 0.01% 930

Other funds holding SRC

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFP Advisors
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
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Tidal Investments's SRC Position: Q1 2024 in Review

Tidal Investments sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 10,569 shares — an estimated $462K sold.

Tidal Investments first reported a position in SRC in Q4 2021 and held it in 9 quarters. The position peaked at $462K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Tidal Investments reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Tidal Investments sold 10,569 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $462K.
  • Tidal Investments first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2021 and held it in 9 quarters.
  • Tidal Investments's SPIRIT REALTY CAPITAL, INC. position peaked at $462K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Tidal Investments's 13F filing for Q1 2024, filed 16 May 2024.