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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, Q2 2022

Institutional positions in Spirit Realty Capital, Inc. as of Jun 30, 2022. 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
321
−8 vs. Q1 2022
Shares held
131.5M
+522.0K (+0.4%) vs. Q1 2022
Total value
$4.97B
−$1.06B (−17.5%) vs. Q1 2022
New holders
36
147 more added
Sold out
44
99 more reduced

6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 321 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 heldQ2 2022: $4.97B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Spirit Realty Capital, Inc.; share changes are against Q1 2022.

Institutions holding SRC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Versor Investments LP12,679$479.0K0.02%+7,523+145.9%Added
Lido Advisors, LLC12,548$474.0K0.01%−13,212−51.3%Reduced
Van Eck Associates Corp12,211$461.0K0.00%+735+6.4%Added
Mercer Global Advisors Inc11,956$452.0K0.00%+392+3.4%Added
Tower Research Capital LLC (TRC)11,722$443.0K0.01%+7,629+186.4%Added
Mackenzie Financial Corp11,574$437.0K0.00%+520+4.7%Added
Wellington Management Group LLP11,470$433.0K0.00%−851,137−98.7%Reduced
Mirae Asset Global Investments Co., Ltd.11,344$429.0K0.00%+11,344New
Crossmark Global Holdings, Inc.11,150$421.0K0.01%+360+3.3%Added
Pitcairn Co11,116$420.0K0.04%−642−5.5%Reduced
Arrowstreet Capital, Limited Partnership10,933$413.0K0.00%+10,933New
US Bancorp10,875$410.0K0.00%−674−5.8%Reduced
Redpoint Investment Management Pty Ltd10,787$408.0K0.05%+380+3.7%Added
Cetera Investment Advisers10,230$387.0K0.01%+430+4.4%Added
Truvestments Capital LLC10,061$380.0K0.22%+5,216+107.7%Added
Cornercap Investment Counsel Inc9,986$377.0K0.07%+9,986New
Maryland State Retirement & Pension System9,842$372.0K0.01%00.0%Unchanged
Bard Financial Services, Inc.9,600$363.0K0.03%+250+2.7%Added
AE Wealth Management LLC9,498$359.0K0.00%−8,366−46.8%Reduced
Mitsubishi UFJ Trust & Banking Corp9,485$359.0K0.00%−4,436−31.9%Reduced
Toroso Investments, LLC9,171$346.0K0.01%+3,219+54.1%Added
Patriot Financial Group Insurance Agency, LLC9,103$344.0K0.07%+1,829+25.1%Added
Penserra Capital Management LLC8,978$339.0K0.01%+1,116+14.2%Added
Fifth Third Bancorp8,831$334.0K0.00%+61+0.7%Added
Brookstone Capital Management8,399$334.0K0.01%−217−2.5%Reduced
Teamwork Financial Advisors, LLC8,630$326.0K0.07%−9,059−51.2%Reduced
Verition Fund Management LLC8,374$316.0K0.01%−5,928−41.4%Reduced
American Century Companies Inc8,034$304.0K0.00%−366,991−97.9%Reduced
Profund Advisors LLC7,839$296.0K0.02%−1,901−19.5%Reduced
Alliance Wealth Advisors, LLC7,749$293.0K0.25%00.0%Unchanged
Foundations Investment Advisors, LLC7,418$293.0K0.01%+2,109+39.7%Added
Private Advisor Group, LLC7,657$289.0K0.00%−426−5.3%Reduced
Cypress Wealth Services, LLC7,570$286.0K0.09%+1,782+30.8%Added
Jane Street Group, LLC7,333$277.0K0.00%−3,974−35.1%Reduced
Proequities, Inc.6,861$264.0K0.02%+1,712+33.2%Added
JustInvest LLC6,981$264.0K0.01%+6,981New
Oppenheimer & Co Inc6,812$257.0K0.01%+795+13.2%Added
Shelton Capital Management6,787$256.0K0.01%+968+16.6%Added
Coldstream Capital Management Inc6,687$253.0K0.01%+164+2.5%Added
CWM, LLC6,473$245.0K0.00%+40+0.6%Added
Telos Capital Management, Inc.6,310$238.0K0.04%+10.0%Added
Clark Capital Management Group, Inc.6,285$237.0K0.00%00.0%Unchanged
Independent Advisor Alliance6,228$235.0K0.01%−49−0.8%Reduced
Beacon Financial Advisory LLC6,116$231.0K0.13%−20.0%Reduced
ERTS Wealth Advisors, LLC6,055$229.0K0.07%+6,055New
Marcum Wealth, LLC6,042$228.0K0.03%+11+0.2%Added
Metropolitan Life Insurance Co5,954$224.9K0.01%−1,528−20.4%Reduced
Susquehanna International Group, LLP5,822$220.0K0.00%−4,555−43.9%Reduced
Greenleaf Trust5,644$213.0K0.00%−177−3.0%Reduced
Pacer Advisors, Inc.5,470$207.0K0.00%+5,470New
Continuum Advisory, LLC5,456$206.0K0.04%+5,456New
Beacon Pointe Advisors, LLC5,330$200.0K0.00%+5,330New
LSV Asset Management5,000$189.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.4,094$159.0K0.01%+117+2.9%Added
Spirit of America Management Corp4,000$151.0K0.03%00.0%Unchanged
Spire Wealth Management3,508$133.0K0.01%−3,227−47.9%Reduced
PEAK6 Investments LLC3,177$120.0K0.00%+3,177New
Ellis Investment Partners, LLC2,888$109.0K0.03%00.0%Unchanged
Signaturefd, LLC2,707$102.0K0.00%+729+36.9%Added
Migdal Insurance & Financial Holdings Ltd.2,172$82.0K0.00%+2,065+1,929.9%Added
Harbour Investments, Inc.2,149$81.0K0.01%+2,149New
Allspring Global Investments Holdings, LLC2,024$76.0K0.00%−24,397−92.3%Reduced
TSFG, LLC2,000$76.0K0.03%00.0%Unchanged
EverSource Wealth Advisors, LLC1,823$69.0K0.02%+1,823New
Ahrens Investment Partners LLC1,661$63.0K0.03%00.0%Unchanged
Cypress Capital Management LLC (WY)1,600$60.0K0.08%00.0%Unchanged
Quadrant Capital Group LLC1,596$60.0K0.01%+107+7.2%Added
Rockefeller Capital Management L.P.1,385$52.0K0.00%+27+2.0%Added
Ellevest, Inc.1,326$50.0K0.00%−414−23.8%Reduced
Covestor Ltd1,327$50.0K0.04%−3−0.2%Reduced
Parallel Advisors, LLC1,230$46.0K0.00%+242+24.5%Added
Ci Investments Inc.1,201$45.0K0.00%−949−44.1%Reduced
Pinnacle Financial Partners Inc1,102$42.0K0.00%00.0%Unchanged
Concord Wealth Partners1,112$42.0K0.01%+57+5.4%Added
Harvest Fund Management Co., Ltd1,088$41.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC1,074$41.0K0.01%00.0%Unchanged
Montag A & Associates Inc1,000$38.0K0.00%00.0%Unchanged
Private Capital Group, LLC883$34.0K0.03%−484−35.4%Reduced
Meeder Asset Management Inc792$30.0K0.00%+228+40.4%Added
CoreCap Advisors, LLC730$28.0K0.00%+730New
Lazard Asset Management LLC631$23.0K0.00%−1,947−75.5%Reduced
Huntington National Bank581$22.0K0.00%−137−19.1%Reduced
Parkside Financial Bank & Trust515$20.0K0.01%00.0%Unchanged
Umb Bank N A433$17.0K0.00%−16−3.6%Reduced
Charter Oak Capital Management, LLC400$15.0K0.00%00.0%Unchanged
JJJ Advisors Inc.322$14.0K0.00%−151−31.9%Reduced
Steward Partners Investment Advisory, LLC381$14.0K0.00%−24−5.9%Reduced
Clearstead Advisors, LLC317$12.0K0.00%+317New
Bell Investment Advisors, Inc296$11.0K0.00%+296New
Farmers & Merchants Investments Inc274$10.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co257$10.0K0.00%00.0%Unchanged
Simplex Trading, LLC274$10.0K0.00%+274New
Capital Analysts, LLC237$9.00K0.00%+237New
Activest Wealth Management217$8.00K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.200$8.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC200$7.56K0.00%+200New
Core Alternative Capital190$7.00K0.00%+47+32.9%Added
Lindbrook Capital, LLC120$5.00K0.00%−76−38.8%Reduced
Kistler-Tiffany Companies, LLC145$5.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB134$5.00K0.00%+118+737.5%Added