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VFS
SRC
VSR Financial Services’s
SPIRIT REALTY CAPITAL, INC.
SRC
Stock Holding History
VSR Financial Services’s Portfolio
SRC Stock Details
SRC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q2
$1.55M
Sell
27,117
-9,571
-26%
-$500K
0.26%
114
2016
Q1
$1.85M
Sell
36,688
-4,608
-11%
-$215K
0.19%
133
2015
Q4
$1.86M
Sell
41,296
-2,837
-6%
-$126K
0.2%
124
2015
Q3
$1.81M
Buy
44,133
+1,631
+4%
+$72.2K
0.2%
128
2015
Q2
$1.84M
Sell
42,502
-12,760
-23%
-$637K
0.2%
138
2015
Q1
$2.99M
Sell
55,262
-4,224
-7%
-$234K
0.32%
73
2014
Q4
$3.17M
Sell
59,486
-1,792
-3%
-$93.2K
0.36%
67
2014
Q3
$3.01M
Sell
61,278
-11,989
-16%
-$619K
0.36%
66
2014
Q2
$3.73M
Sell
73,267
-14,434
-16%
-$717K
0.47%
48
2014
Q1
$4.32M
Sell
87,701
-43,815
-33%
-$2.09M
0.61%
34
2013
Q4
$5.8M
Sell
131,516
-77,613
-37%
-$3.42M
0.89%
17
2013
Q3
$8.61M
Buy
+209,129
New
+$8.6M
1.5%
7
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$6.9T AUM
27.45%
1-Year Est. Return
Cohen & Steers
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$57.6B AUM
8.03%
1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor, Pennsylvania
$6.75B AUM
8.88%
1-Year Est. Return
Daiwa Securities Group
Tokyo, Japan
$34.6B AUM
20.7%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
LIMS
Lasalle Investment Management Securities
Baltimore, Maryland
$2.53B AUM
2.06%
1-Year Est. Return
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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