YCM
SRC

Yousif Capital Management’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Yousif Capital 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
2024
Q1 		– Sell
-65,915
Closed -$2.88M – 2008
2023
Q4 		$2.88M Buy
65,915
+180
+0.3% +$6.94K 0.03% 588
2023
Q3 		$2.2M Sell
65,735
-3,765
-5% -$145K 0.03% 684
2023
Q2 		$2.74M Sell
69,500
-1,705
-2% -$66.1K 0.03% 608
2023
Q1 		$2.84M Sell
71,205
-590
-0.8% -$24.4K 0.04% 562
2022
Q4 		$2.87M Buy
71,795
+2,256
+3% +$88.1K 0.04% 555
2022
Q3 		$2.52M Sell
69,539
-5,559
-7% -$231K 0.04% 589
2022
Q2 		$2.84M Buy
75,098
+6,295
+9% +$265K 0.04% 563
2022
Q1 		$3.17M Buy
68,803
+4,223
+7% +$197K 0.03% 597
2021
Q4 		$3.11M Buy
+64,580
New +$3.07M 0.03% 648

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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