WCMNY
SRC

Westchester Capital Management (New York)’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Westchester Capital Management (New York)’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
-2,626,477
Closed -$115M – 307
2023
Q4 		$115M Buy
+2,626,477
New +$101M 4.02% 6

Other funds holding SRC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Westchester Capital Management (New York)'s SRC Position: Q1 2024 in Review

Westchester Capital Management (New York) sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 2,626,477 shares — an estimated $115M sold.

Westchester Capital Management (New York) first reported a position in SRC in Q4 2023 and held it in 1 quarter. The position peaked at $115M in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Westchester Capital Management (New York) reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 2,626,477 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $115M.
  • Westchester Capital Management (New York) first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2023 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s SPIRIT REALTY CAPITAL, INC. position peaked at $115M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2024, filed 15 May 2024.