WP
SRC

WealthPLAN Partners’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-500
Closed -$19.7K – 1243
2023
Q2 		$19.7K Hold
500
– – ﹤0.01% 685
2023
Q1 		$19.9K Buy
+500
New +$20.7K ﹤0.01% 730

Other funds holding SRC

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's SRC Position: Q3 2023 in Review

WealthPLAN Partners sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q3 2023, closing a stake of 500 shares — an estimated $19.7K sold.

WealthPLAN Partners first reported a position in SRC in Q1 2023 and held it in 2 quarters. The position peaked at $19.9K in Q1 2023. 331 funds tracked by Wall St. Rank hold SRC as of Q3 2023.

  • WealthPLAN Partners reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 500 SPIRIT REALTY CAPITAL, INC. shares in Q3 2023, an estimated $19.7K.
  • WealthPLAN Partners first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's SPIRIT REALTY CAPITAL, INC. position peaked at $19.9K in Q1 2023.
  • 331 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.