Yousif Capital Management
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFP Advisors
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
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Yousif Capital Management's SRC Position: Q1 2024 in Review

Yousif Capital Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 65,915 shares — an estimated $2.88M sold.

Yousif Capital Management first reported a position in SRC in Q4 2021 and held it in 9 quarters. The position peaked at $3.17M in Q1 2022. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Yousif Capital Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Yousif Capital Management sold 65,915 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $2.88M.
  • Yousif Capital Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2021 and held it in 9 quarters.
  • Yousif Capital Management's SPIRIT REALTY CAPITAL, INC. position peaked at $3.17M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Yousif Capital Management's 13F filing for Q1 2024, filed 26 Apr 2024.