Zacks Investment Management
SRC

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

Zacks 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
Q2 		– Sell
-51,174
Closed -$2.35M – 671
2022
Q1 		$2.35M Buy
51,174
+3,788
+8% +$176K 0.03% 267
2021
Q4 		$2.28M Buy
47,386
+1,329
+3% +$63.3K 0.03% 276
2021
Q3 		$2.12M Buy
46,057
+1,444
+3% +$71.8K 0.03% 285
2021
Q2 		$2.13M Buy
44,613
+2,371
+6% +$111K 0.03% 287
2021
Q1 		$1.79M Buy
+42,242
New +$1.73M 0.03% 297
2015
Q1 		– Sell
-4,739
Closed -$253K – 729
2014
Q4 		$253K Buy
+4,739
New +$247K 0.01% 543
2014
Q2 		– Sell
-9,129
Closed -$450K – 779
2014
Q1 		$450K Buy
+9,129
New +$436K 0.02% 437

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Zacks Investment Management's SRC Position: Q2 2022 in Review

Zacks Investment Management sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q2 2022, closing a stake of 51,174 shares — an estimated $2.35M sold.

Zacks Investment Management first reported a position in SRC in Q1 2014 and held it in 7 quarters. The position peaked at $2.35M in Q1 2022. 321 funds tracked by Wall St. Rank hold SRC as of Q2 2022.

  • Zacks Investment Management reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q2 2022 after selling out during the quarter.
  • Zacks Investment Management sold 51,174 SPIRIT REALTY CAPITAL, INC. shares in Q2 2022, an estimated $2.35M.
  • Zacks Investment Management first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2014 and held it in 7 quarters.
  • Zacks Investment Management's SPIRIT REALTY CAPITAL, INC. position peaked at $2.35M in Q1 2022.
  • 321 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q2 2022.

Based on Zacks Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.