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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, Q4 2021

Institutional positions in Spirit Realty Capital, Inc. as of Dec 31, 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
347
+19 vs. Q3 2021
Shares held
120.7M
+2.64M (+2.2%) vs. Q3 2021
Total value
$5.81B
+$361.5M (+6.6%) vs. Q3 2021
New holders
52
163 more added
Sold out
33
97 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 347 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 heldQ4 2021: $5.81B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Spirit Realty Capital, Inc.; share changes are against Q3 2021.

Institutions holding SRC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Russell Investments Group, Ltd.312,021$15.0M0.02%−373,460−54.5%Reduced
Franklin Resources Inc325,443$15.7M0.01%−7,875−2.4%Reduced
Rhumbline Advisers345,366$16.6M0.02%+19,899+6.1%Added
Standard Life Aberdeen plc359,418$17.3M0.04%+13,803+4.0%Added
Bank of America Corp371,416$17.9M0.00%+70,844+23.6%Added
Jacobs Levy Equity Management, Inc401,126$19.3M0.13%−45,233−10.1%Reduced
Schonfeld Strategic Advisors LLC407,541$19.6M0.19%+211,941+108.4%Added
Morgan Stanley410,629$19.8M0.00%−55,203−11.9%Reduced
Principal Financial Group Inc419,048$20.2M0.01%+7,452+1.8%Added
Boston Partners424,323$20.5M0.02%−2,888−0.7%Reduced
Retirement Systems of Alabama458,880$22.1M0.08%+7,263+1.6%Added
Citadel Advisors LLC460,149$22.2M0.02%+438,354+2,011.3%Added
SEI Investments Co479,014$23.1M0.04%+16,878+3.7%Added
Invesco Ltd.479,398$23.1M0.01%−20,234−4.0%Reduced
Goldman Sachs Group Inc487,342$23.5M0.01%+30,362+6.6%Added
Virginia Retirement Systems Et Al498,020$24.0M0.22%+33,700+7.3%Added
Waterfront Capital Partners, LLC541,459$26.1M1.60%−768,891−58.7%Reduced
UBS Asset Management Americas Inc637,537$30.7M0.01%+76,973+13.7%Added
Neuberger Berman Group LLC670,528$32.3M0.03%+51,220+8.3%Added
Morningstar Investment Services LLC715,059$34.5M0.38%+19,874+2.9%Added
JPMorgan Chase & Co790,200$38.1M0.00%+74,618+10.4%Added
Frontier Capital Management Co LLC820,307$39.5M0.31%−278,293−25.3%Reduced
AMP Capital Investors Ltd878,386$42.3M1.20%+120,100+15.8%Added
Balyasny Asset Management LLC916,296$44.2M0.19%+46,904+5.4%Added
Legal & General Group Plc984,971$47.5M0.01%+37,866+4.0%Added
Norges Bank1,218,280$58.7M0.01%+32,028+2.7%Added
Aew Capital Management L P1,281,000$61.7M1.61%−50,800−3.8%Reduced
Northern Trust Corp1,354,135$65.3M0.01%+29,843+2.3%Added
Westfield Capital Management Co LP1,386,287$66.8M0.40%−916−0.1%Reduced
Bank of New York Mellon Corp1,562,219$75.3M0.01%+119,121+8.3%Added
Cbre Clarion Securities LLC1,660,410$80.0M1.14%−3,536−0.2%Reduced
Charles Schwab Investment Management Inc1,716,007$82.7M0.02%+77,948+4.8%Added
Dimensional Fund Advisors LP1,770,859$85.3M0.03%−14,958−0.8%Reduced
Duff & Phelps Investment Management Co1,789,642$86.2M1.01%−5,575−0.3%Reduced
Nuveen Asset Management, LLC1,849,857$89.1M0.03%−45,079−2.4%Reduced
Geode Capital Management, LLC1,892,544$91.2M0.01%+133,635+7.6%Added
Massachusetts Financial Services Co1,979,644$95.4M0.03%+37,197+1.9%Added
Janus Henderson Group PLC2,391,850$115.3M0.05%+244,502+11.4%Added
Macquarie Group Ltd2,920,749$140.8M0.12%+286,578+10.9%Added
Daiwa Securities Group Inc.3,052,821$147.1M0.87%+85,122+2.9%Added
Long Pond Capital, LP3,499,664$168.6M6.73%−319,775−8.4%Reduced
State Street Corp5,913,083$288.7M0.01%+599,484+11.3%Added
FMR LLC10,050,280$484.3M0.04%+686,544+7.3%Added
Cohen & Steers, Inc.11,042,981$532.1M0.86%+2,053,521+22.8%Added
BlackRock Inc.17,020,701$820.2M0.02%+1,415,024+9.1%Added
Vanguard Group Inc18,271,756$880.5M0.02%+994,993+5.8%Added
Westside Investment Management, Inc.50––00.0%Unchanged
Hazelview Securities Inc.0$00.00%−713,365−100.0%Sold out
GSI Capital Advisors LLC0$00.00%−144,486−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−115,276−100.0%Sold out
Carlson Capital L P0$00.00%−113,135−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−65,843−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−37,032−100.0%Sold out
Eii Capital Management, Inc.0$00.00%−28,520−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−26,895−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−25,327−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−24,444−100.0%Sold out
Capital Fund Management S.A.0$00.00%−24,369−100.0%Sold out
American Century Companies Inc0$00.00%−16,002−100.0%Sold out
Natixis0$00.00%−14,000−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−9,051−100.0%Sold out
Capula Management Ltd0$00.00%−9,022−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−7,650−100.0%Sold out
Globeflex Capital L P0$00.00%−7,537−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−6,996−100.0%Sold out
Twin Tree Management, LP0$00.00%−6,740−100.0%Sold out
Panagora Asset Management Inc0$00.00%−5,663−100.0%Sold out
HRT Financial LP0$00.00%−5,543−100.0%Sold out
Magnetar Financial LLC0$00.00%−4,696−100.0%Sold out
Virtu Financial LLC0$00.00%−4,623−100.0%Sold out
Algert Global LLC0$00.00%−4,583−100.0%Sold out
PEAK6 Investments LLC0$00.00%−3,965−100.0%Sold out
Acadian Asset Management LLC0$00.00%−2,548−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,300−100.0%Sold out
Meeder Asset Management Inc0$00.00%−856−100.0%Sold out
Allworth Financial LP0$00.00%−215−100.0%Sold out
HBC Financial Services, PLLC0$00.00%−199−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−145−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−92−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−10−100.0%Sold out
Berman Capital Advisors, LLC––––Not filed