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Spirit Realty Capital, Inc.

SRCDelisted Jan 23, 2024
Industry
Opeators of Nonresidential Buildings
SEC CIK
0001308606

Spirit Realty Capital, Inc. was delisted on Jan 23, 2024; its insiders filed their last Form 4 on Jan 23, 2024; 340 institutions reported holding it in 13F filings for Q4 2023, worth $5.79B in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Spirit Realty Capital, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
329
+20 vs. Q2 2021
Shares held
118.0M
+1.69M (+1.5%) vs. Q2 2021
Total value
$5.44B
−$126.2M (−2.3%) vs. Q2 2021
New holders
43
153 more added
Sold out
23
94 more reduced

6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SRC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 329 institutions
Q1 2021: 293 institutionsQ2 2021: 315 institutionsQ3 2021: 329 institutionsQ4 2021: 347 institutionsQ1 2022: 335 institutionsQ2 2022: 321 institutionsQ3 2022: 324 institutionsQ4 2022: 339 institutionsQ1 2023: 328 institutionsQ2 2023: 322 institutionsQ3 2023: 331 institutionsQ4 2023: 340 institutionsQ1 2024: 4 institutionsQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ3 2021: $5.44B
Q1 2021: $4.89BQ2 2021: $5.57BQ3 2021: $5.44BQ4 2021: $5.81BQ1 2022: $6.08BQ2 2022: $4.97BQ3 2022: $4.76BQ4 2022: $5.37BQ1 2023: $5.46BQ2 2023: $5.41BQ3 2023: $4.57BQ4 2023: $5.79BQ1 2024: $56.9KQ2 2024: $85Q3 2024: $85Q4 2024: $85Q1 2025: $85Q2 2025: $85Q3 2025: $85Q4 2025: $85Q1 2026: $85Q2 2026: $85
Institutions holding SRC and their total value by quarter
QuarterHoldersValue
Q2 20261$85
Q1 20261$85
Q4 20251$85
Q3 20251$85
Q2 20251$85
Q1 20251$85
Q4 20241$85
Q3 20241$85
Q2 20241$85
Q1 20244$56.9K
Q4 2023340$5.79B
Q3 2023331$4.57B
Q2 2023322$5.41B
Q1 2023328$5.46B
Q4 2022339$5.37B
Q3 2022324$4.76B
Q2 2022321$4.97B
Q1 2022335$6.08B
Q4 2021347$5.81B
Q3 2021329$5.44B
Q2 2021315$5.57B
Q1 2021293$4.89B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Spirit Realty Capital, Inc.; share changes are against Q2 2021.

Institutions holding SRC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
AQR Capital Management LLC13,463$620.0K0.00%+5,111+61.2%Added
Versor Investments LP13,400$617.0K0.02%+2,300+20.7%Added
Xponance, Inc.13,374$616.0K0.01%−83−0.6%Reduced
AE Wealth Management LLC13,384$616.0K0.01%+434+3.4%Added
NexWave Capital Partners LLC12,483$575.0K1.48%00.0%Unchanged
Teamwork Financial Advisors, LLC12,235$563.0K0.11%+732+6.4%Added
Marks Group Wealth Management, Inc12,019$558.0K0.08%+2,942+32.4%Added
AlphaCrest Capital Management LLC12,115$558.0K0.03%+12,115New
IFP Advisors, Inc11,977$552.0K0.01%+8,022+202.8%Added
Pacer Advisors, Inc.11,817$544.0K0.01%−288−2.4%Reduced
Nissay Asset Management Corp11,378$524.0K0.00%+633+5.9%Added
Quantinno Capital Management LP10,802$497.0K0.55%+142+1.3%Added
Pitcairn Co10,720$493.0K0.03%−205−1.9%Reduced
M&T Bank Corp10,667$492.0K0.00%+1,309+14.0%Added
Sumitomo Mitsui DS Asset Management Company, Ltd10,678$491.0K0.01%+1,202+12.7%Added
Allianz Asset Management GmbH10,650$490.0K0.00%+10,650New
US Bancorp10,426$480.0K0.00%+830+8.6%Added
Redpoint Investment Management Pty Ltd9,854$454.0K0.04%00.0%Unchanged
LDR Capital Management LLC9,457$436.0K0.25%00.0%Unchanged
Wolverine Trading, LLC8,955$423.0K0.01%+8,955New
Global Retirement Partners, LLC9,051$417.0K0.04%+196+2.2%Added
Capula Management Ltd9,022$415.0K0.03%+9,022New
Maryland State Retirement & Pension System8,627$406.0K0.01%00.0%Unchanged
Private Advisor Group, LLC8,519$392.0K0.00%+230+2.8%Added
Harbour Investments, Inc.8,221$379.0K0.01%−9−0.1%Reduced
Los Angeles Capital Management LLC8,240$379.0K0.00%00.0%Unchanged
Adams Wealth Management8,141$375.0K0.15%+252+3.2%Added
Cetera Investment Advisers7,668$353.0K0.01%+438+6.1%Added
Dynamic Technology Lab Private Ltd7,650$352.0K0.04%+7,650New
Globeflex Capital L P7,537$347.0K0.08%00.0%Unchanged
Rafferty Asset Management, LLC7,427$342.0K0.00%−1,762−19.2%Reduced
Crossmark Global Holdings, Inc.7,340$338.0K0.01%−50−0.7%Reduced
Oppenheimer Asset Management Inc.7,315$337.0K0.00%−12,673−63.4%Reduced
Vanderbilt University7,266$334.5K0.08%+7,266New
Mercer Global Advisors Inc7,205$332.0K0.00%−251−3.4%Reduced
Fox Run Management, L.L.C.6,996$322.0K0.20%+1,935+38.2%Added
Twin Tree Management, LP6,740$310.0K0.01%+6,740New
Oppenheimer & Co Inc6,665$307.0K0.01%+175+2.7%Added
Spire Wealth Management6,605$304.0K0.01%+44+0.7%Added
Alliance Wealth Advisors, LLC6,472$298.0K0.26%+287+4.6%Added
Independent Advisor Alliance6,336$292.0K0.02%+541+9.3%Added
Arrow Investment Advisors, LLC6,270$289.0K0.19%−33−0.5%Reduced
Clark Capital Management Group, Inc.6,285$289.0K0.00%00.0%Unchanged
Brookstone Capital Management5,902$286.0K0.01%+156+2.7%Added
Latitude Advisors, LLC6,155$283.0K0.09%+6,155New
Highland Capital Management Fund Advisors, L.P.6,034$278.0K0.05%00.0%Unchanged
Beacon Financial Advisory LLC6,041$278.0K0.14%+54+0.9%Added
Winton Group Ltd5,919$273.0K0.02%+5,919New
Telos Capital Management, Inc.5,864$270.0K0.04%+33+0.6%Added
Shelton Capital Management5,819$268.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC5,740$264.0K0.05%+1,284+28.8%Added
Panagora Asset Management Inc5,663$261.0K0.00%−23−0.4%Reduced
Marcum Wealth, LLC5,626$259.0K0.04%+7+0.1%Added
Van Eck Associates Corp5,573$257.0K0.00%+571+11.4%Added
Schroder Investment Management Group5,570$256.0K0.00%−63−1.1%Reduced
HRT Financial LP5,543$255.0K0.00%+5,543New
Fifth Third Bancorp5,416$249.0K0.00%−6,116−53.0%Reduced
Sunbelt Securities, Inc.5,137$249.0K0.04%00.0%Unchanged
Raymond James & Associates5,346$246.0K0.00%−448−7.7%Reduced
Cambria Investment Management, L.P.5,088$234.0K0.04%+5,088New
LSV Asset Management5,000$230.0K0.00%00.0%Unchanged
Magnetar Financial LLC4,696$216.0K0.00%+4,696New
Geneos Wealth Management Inc.4,502$213.0K0.01%+14+0.3%Added
Virtu Financial LLC4,623$213.0K0.02%+4,623New
CIBC Asset Management Inc4,613$212.0K0.00%+4,613New
Algert Global LLC4,583$211.0K0.03%+4,583New
Cypress Wealth Services, LLC4,356$201.0K0.06%−257−5.6%Reduced
Greenleaf Trust4,375$201.0K0.00%+70+1.6%Added
Spirit of America Management Corp4,000$184.0K0.04%00.0%Unchanged
PEAK6 Investments LLC3,965$183.0K0.00%+3,965New
Cypress Capital Management LLC (WY)3,100$143.0K0.12%00.0%Unchanged
Ellis Investment Partners, LLC2,888$132.0K0.03%00.0%Unchanged
Acadian Asset Management LLC2,548$117.0K0.00%+2,548New
Simplex Trading, LLC2,169$103.0K0.00%−76−3.4%Reduced
Penserra Capital Management LLC2,068$95.0K0.00%+2,068New
TSFG, LLC2,000$92.0K0.04%00.0%Unchanged
Signaturefd, LLC1,903$88.0K0.00%+153+8.7%Added
Dark Forest Capital Management LP1,752$81.0K0.03%+1,752New
Ellevest, Inc.1,746$80.0K0.01%−352−16.8%Reduced
Migdal Insurance & Financial Holdings Ltd.1,656$76.0K0.00%−39,882−96.0%Reduced
Ci Investments Inc.1,584$73.0K0.00%+98+6.6%Added
Quantbot Technologies LP1,436$66.0K0.00%+46+3.3%Added
Group One Trading, L.P.1,300$60.0K0.00%+1,300New
Lazard Asset Management LLC1,266$58.0K0.00%+566+80.9%Added
Pinnacle Financial Partners Inc1,102$51.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC1,074$49.0K0.01%00.0%Unchanged
Concord Wealth Partners1,055$49.0K0.02%+10+1.0%Added
Quadrant Capital Group LLC1,045$48.0K0.01%−365−25.9%Reduced
Montag A & Associates Inc1,000$46.0K0.00%00.0%Unchanged
NEXT Financial Group, Inc992$46.0K0.00%+401+67.9%Added
Private Capital Group, LLC924$43.0K0.01%+236+34.3%Added
Parallel Advisors, LLC917$42.0K0.00%+68+8.0%Added
Meeder Asset Management Inc856$39.0K0.00%+176+25.9%Added
Rockefeller Capital Management L.P.778$35.0K0.00%00.0%Unchanged
Huntington National Bank653$30.0K0.00%+121+22.7%Added
Northwestern Mutual Wealth Management Co600$28.0K0.00%+600New
Parkside Financial Bank & Trust558$26.0K0.01%+7+1.3%Added
Sageworth Trust Co540$25.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P491$23.0K0.00%+178+56.9%Added
JJJ Advisors Inc.473$22.0K0.01%00.0%Unchanged