TC
SRC

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

Truvestments Capital’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
-43,233
Closed -$1.89M – 901
2023
Q4 		$1.89M Sell
43,233
-8,054
-16% -$311K 0.85% 44
2023
Q3 		$1.72M Buy
51,287
+1,429
+3% +$55K 0.9% 43
2023
Q2 		$1.96M Buy
49,858
+2,696
+6% +$105K 0.98% 37
2023
Q1 		$1.88M Buy
47,162
+8,319
+21% +$344K 1% 39
2022
Q4 		$1.55M Buy
38,843
+24,737
+175% +$966K 0.88% 42
2022
Q3 		$510K Buy
14,106
+4,045
+40% +$168K 0.32% 76
2022
Q2 		$380K Buy
10,061
+5,216
+108% +$220K 0.22% 101
2022
Q1 		$223K Buy
+4,845
New +$226K 0.12% 161

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