WFS
SRC

Widmann Financial Services’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-500
Closed -$24K – 484
2021
Q4 		$24K Buy
+500
New +$23.8K 0.02% 241

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Widmann Financial Services's SRC Position: Q1 2022 in Review

Widmann Financial Services sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2022, closing a stake of 500 shares — an estimated $24K sold.

Widmann Financial Services first reported a position in SRC in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 337 funds tracked by Wall St. Rank hold SRC as of Q1 2022.

  • Widmann Financial Services reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 500 SPIRIT REALTY CAPITAL, INC. shares in Q1 2022, an estimated $24K.
  • Widmann Financial Services first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's SPIRIT REALTY CAPITAL, INC. position peaked at $24K in Q4 2021.
  • 337 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.