WIM
SRC

Westside Investment Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Westside Investment Management’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
2022
Q3 		– Sell
-50
Closed -$2.34K – 859
2022
Q2 		$2.34K Hold
50
– – 0.01% 236
2022
Q1 		$2.34K Hold
50
– – 0.01% 238
2021
Q4 		$2.41K Hold
50
– – 0.01% 226
2021
Q3 		$2.37K Buy
+50
New +$2.49K 0.01% 225

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Westside Investment Management's SRC Position: Q3 2022 in Review

Westside Investment Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q3 2022, closing a stake of 50 shares — an estimated $2.34K sold.

Westside Investment Management first reported a position in SRC in Q3 2021 and held it in 4 quarters. The position peaked at $2.41K in Q4 2021. 325 funds tracked by Wall St. Rank hold SRC as of Q3 2022.

  • Westside Investment Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q3 2022 after selling out during the quarter.
  • Westside Investment Management sold 50 SPIRIT REALTY CAPITAL, INC. shares in Q3 2022, an estimated $2.34K.
  • Westside Investment Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2021 and held it in 4 quarters.
  • Westside Investment Management's SPIRIT REALTY CAPITAL, INC. position peaked at $2.41K in Q4 2021.
  • 325 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q3 2022.

Based on Westside Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.