WA
SRC

WealthTrust-Arizona’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

WealthTrust-Arizona’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
2017
Q2 		– Sell
-177
Closed -$8K – 684
2017
Q1 		$8K Hold
177
– – ﹤0.01% 428
2016
Q4 		$9K Hold
177
– – 0.01% 409
2016
Q3 		$11K Hold
177
– – 0.01% 354
2016
Q2 		$10K Buy
+177
New +$9.25K 0.01% 356
2015
Q2 		– Sell
-446
Closed -$24K – 675
2015
Q1 		$24K Sell
446
-56
-11% -$3.1K 0.01% 248
2014
Q4 		$27K Sell
502
-2,143
-81% -$112K 0.02% 227
2014
Q3 		$130K Sell
2,645
-3,509
-57% -$181K 0.14% 80
2014
Q2 		$313K Buy
6,154
+8
+0.1% +$397 0.33% 47
2014
Q1 		$303K Sell
6,146
-37,506
-86% -$1.79M 0.34% 42
2013
Q4 		$1.92M Buy
+43,652
New +$1.93M 2.24% 11

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return