USAA
SRC

United Services Automobile Association’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

United Services Automobile Association’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
-12,162
Closed -$531K – 465
2023
Q4 		$531K Buy
12,162
+872
+8% +$33.6K 0.01% 330
2023
Q3 		$379K Buy
+11,290
New +$435K 0.01% 337
2023
Q1 		– Sell
-15,605
Closed -$623K – 545
2022
Q4 		$623K Buy
15,605
+836
+6% +$32.6K 0.01% 387
2022
Q3 		$533K Buy
14,769
+1,109
+8% +$46K 0.01% 407
2022
Q2 		$516K Buy
+13,660
New +$575K 0.01% 413
2019
Q3 		– Sell
-22,562
Closed -$962K – 1871
2019
Q2 		$962K Buy
22,562
+434
+2% +$18.3K ﹤0.01% 1333
2019
Q1 		$879K Buy
22,128
+582
+3% +$22.2K ﹤0.01% 1375
2018
Q4 		$759K Buy
21,546
+4,811
+29% +$185K ﹤0.01% 1371
2018
Q3 		$674K Buy
16,735
+3,129
+23% +$130K ﹤0.01% 1545
2018
Q2 		$546K Sell
13,606
-2,374
-15% -$90.2K ﹤0.01% 1649
2018
Q1 		$556K Buy
+15,980
New +$570K ﹤0.01% 1655
2015
Q4 		– Sell
-24,530
Closed -$1M – 1388
2015
Q3 		$1M Hold
24,530
– – ﹤0.01% 1058
2015
Q2 		$1.06M Hold
24,530
– – ﹤0.01% 1113
2015
Q1 		$1.33M Hold
24,530
– – ﹤0.01% 1064
2014
Q4 		$1.31M Hold
24,530
– – ﹤0.01% 1060
2014
Q3 		$1.21M Hold
24,530
– – ﹤0.01% 1063
2014
Q2 		$1.25M Buy
+24,530
New +$1.22M ﹤0.01% 1047

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

United Services Automobile Association's SRC Position: Q1 2024 in Review

United Services Automobile Association sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 12,162 shares — an estimated $531K sold.

United Services Automobile Association first reported a position in SRC in Q2 2014 and held it in 17 quarters. The position peaked at $1.33M in Q1 2015. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • United Services Automobile Association reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • United Services Automobile Association sold 12,162 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $531K.
  • United Services Automobile Association first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2014 and held it in 17 quarters.
  • United Services Automobile Association's SPIRIT REALTY CAPITAL, INC. position peaked at $1.33M in Q1 2015.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on United Services Automobile Association's 13F filing for Q1 2024, filed 15 May 2024.