VFA
SRC

Voya Financial Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Voya Financial Advisors’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
2020
Q4 		– Sell
-49,903
Closed -$1.68M – 650
2020
Q3 		$1.68M Sell
49,903
-1,872
-4% -$65.3K 0.08% 191
2020
Q2 		$1.79M Buy
51,775
+2,259
+5% +$68.4K 0.09% 165
2020
Q1 		$1.31M Buy
49,516
+583
+1% +$26.4K 0.07% 188
2019
Q4 		$2.37M Buy
48,933
+529
+1% +$26.3K 0.12% 135
2019
Q3 		$2.32M Buy
48,404
+2,386
+5% +$109K 0.12% 127
2019
Q2 		$1.95M Buy
46,018
+29,571
+180% +$1.25M 0.1% 149
2019
Q1 		$643K Buy
+16,447
New +$627K 0.04% 302
2018
Q4 		– Sell
-2,052
Closed -$80K – 612
2018
Q3 		$80K Buy
+2,052
New +$85K ﹤0.01% 582
2017
Q4 		– Sell
-2,257
Closed -$85K – 563
2017
Q3 		$85K Buy
2,257
+16
+0.7% +$591 0.01% 515
2017
Q2 		$75K Sell
2,241
-626
-22% -$23.5K 0.01% 490
2017
Q1 		$129K Buy
2,867
+22
+0.8% +$1.05K 0.01% 474
2016
Q4 		$136K Buy
2,845
+446
+19% +$22.7K 0.01% 444
2016
Q3 		$144K Buy
+2,399
New +$143K 0.01% 424
2016
Q2 		– Sell
-3,036
Closed -$151K – 421
2016
Q1 		$151K Sell
3,036
-451
-13% -$21.1K 0.02% 368
2015
Q4 		$156K Buy
+3,487
New +$154K 0.02% 349

Other funds holding SRC

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Voya Financial Advisors's SRC Position: Q4 2020 in Review

Voya Financial Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2020, closing a stake of 49,903 shares — an estimated $1.68M sold.

Voya Financial Advisors first reported a position in SRC in Q4 2015 and held it in 15 quarters. The position peaked at $2.37M in Q4 2019. 290 funds tracked by Wall St. Rank hold SRC as of Q4 2020.

  • Voya Financial Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 49,903 SPIRIT REALTY CAPITAL, INC. shares in Q4 2020, an estimated $1.68M.
  • Voya Financial Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2015 and held it in 15 quarters.
  • Voya Financial Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $2.37M in Q4 2019.
  • 290 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2020.

Based on Voya Financial Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.