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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 2022

Institutional positions in Spirit Realty Capital, Inc. as of Dec 31, 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
339
+19 vs. Q3 2022
Shares held
134.4M
+2.95M (+2.2%) vs. Q3 2022
Total value
$5.37B
+$612.1M (+12.9%) vs. Q3 2022
New holders
57
150 more added
Sold out
38
96 more reduced

4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 339 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 2022: $5.37B
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 2022

Shares, value and share of portfolio for each institution holding Spirit Realty Capital, Inc.; share changes are against Q3 2022.

Institutions holding SRC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc20,472,067$817.4M0.02%+518,733+2.6%Added
BlackRock Inc.18,071,384$721.6M0.02%+353,908+2.0%Added
Cohen & Steers, Inc.16,167,668$645.6M1.42%+2,070,511+14.7%Added
FMR LLC9,989,957$398.9M0.04%+144,352+1.5%Added
State Street Corp7,714,714$313.1M0.02%+348,197+4.7%Added
Daiwa Securities Group Inc.2,984,847$119.2M0.92%−27,161−0.9%Reduced
Macquarie Group Ltd2,906,894$116.1M0.14%−611,016−17.4%Reduced
Cbre Clarion Securities LLC2,502,845$99.9M1.74%+274,486+12.3%Added
Massachusetts Financial Services Co2,441,507$97.5M0.03%+113,790+4.9%Added
Long Pond Capital, LP2,311,427$92.3M5.65%+825,477+55.6%Added
Geode Capital Management, LLC2,193,815$87.6M0.01%+123,326+6.0%Added
Charles Schwab Investment Management Inc2,107,619$84.2M0.03%+104,158+5.2%Added
Janus Henderson Group PLC2,012,883$80.4M0.06%+18,873+0.9%Added
Dimensional Fund Advisors LP1,874,172$74.8M0.03%+14,088+0.8%Added
Bank of New York Mellon Corp1,854,494$74.0M0.02%+193,485+11.6%Added
Duff & Phelps Investment Management Co1,792,317$70.6M0.86%−112,000−5.9%Reduced
Westfield Capital Management Co LP1,614,485$64.5M0.50%+149,175+10.2%Added
Northwood Liquid Management LP1,445,810$57.7M10.25%+27,930+2.0%Added
Norges Bank1,417,639$56.6M0.01%+157,613+12.5%Added
Nuveen Asset Management, LLC1,369,384$54.7M0.02%+77,781+6.0%Added
Northern Trust Corp1,353,076$54.0M0.01%+25,310+1.9%Added
Centersquare Investment Management LLC1,295,622$51.7M0.60%−468,580−26.6%Reduced
Brookfield Asset Management Inc.1,217,473$48.6M0.18%+1,217,473New
Prudential Financial Inc1,122,535$44.8M0.08%+102,850+10.1%Added
Legal & General Group Plc1,082,142$43.2M0.02%+55,399+5.4%Added
Alliancebernstein L.P.888,803$35.5M0.02%−4,667−0.5%Reduced
Invesco Ltd.877,961$35.1M0.01%−33,946−3.7%Reduced
JPMorgan Chase & Co868,568$34.7M0.00%+64,960+8.1%Added
Frontier Capital Management Co LLC856,450$34.2M0.37%−23,380−2.7%Reduced
Morningstar Investment Services LLC833,800$33.6M0.46%+8,545+1.0%Added
Balyasny Asset Management LLC798,677$31.9M0.11%+99,032+14.2%Added
UBS Asset Management Americas Inc782,809$31.3M0.02%+115,174+17.3%Added
Boston Partners676,031$27.3M0.04%−5,777−0.8%Reduced
Principal Financial Group Inc628,184$25.1M0.02%+96,665+18.2%Added
Morgan Stanley542,078$21.6M0.00%−466,526−46.3%Reduced
Citadel Advisors LLC532,686$21.3M0.02%+88,873+20.0%Added
Neuberger Berman Group LLC515,785$20.6M0.02%−39,425−7.1%Reduced
Russell Investments Group, Ltd.511,998$20.4M0.04%+57,708+12.7%Added
Standard Life Aberdeen plc501,141$20.0M0.05%−68,079−12.0%Reduced
SEI Investments Co453,509$18.1M0.04%+101,970+29.0%Added
Virginia Retirement Systems Et Al444,520$17.7M0.19%−37,900−7.9%Reduced
Rhumbline Advisers441,663$17.6M0.02%+24,328+5.8%Added
Goldman Sachs Group Inc431,783$17.2M0.00%−170,628−28.3%Reduced
Bernzott Capital Advisors415,155$16.6M2.14%+72,675+21.2%Added
Retirement Systems of Alabama403,676$16.1M0.07%+5,580+1.4%Added
Bank of America Corp370,224$14.8M0.00%+55,823+17.8%Added
Franklin Resources Inc359,071$14.3M0.01%−4,580−1.3%Reduced
Swiss National Bank329,154$13.1M0.01%+10,700+3.4%Added
STRS Ohio319,872$12.8M0.06%+98,581+44.5%Added
California Public Employees Retirement System309,943$12.4M0.01%+13,864+4.7%Added
Wellington Management Group LLP267,341$10.7M0.00%+252,441+1,694.2%Added
Asset Management One Co.,Ltd.256,669$10.2M0.05%+19,744+8.3%Added
Ameriprise Financial Inc247,231$9.90M0.00%−19,747−7.4%Reduced
Public Employees Retirement System of Ohio235,299$9.39M0.04%−50,205−17.6%Reduced
American International Group, Inc.217,507$8.69M0.06%+2,356+1.1%Added
Great West Life Assurance Co217,276$8.68M0.02%+20,017+10.1%Added
Sumitomo Mitsui Trust Holdings, Inc.205,332$8.20M0.01%−8,148−3.8%Reduced
Credit Suisse AG190,338$7.60M0.01%+27,987+17.2%Added
Hill Winds Capital LP190,000$7.59M3.85%−10,000−5.0%Reduced
Millennium Management LLC183,454$7.33M0.01%−335,850−64.7%Reduced
Putnam Investments LLC183,260$7.32M0.01%+80,376+78.1%Added
UBS Group AG177,449$7.09M0.00%+19,100+12.1%Added
California State Teachers Retirement System174,516$6.97M0.01%+4,976+2.9%Added
Sound Income Strategies, LLC174,494$6.97M0.89%+32,758+23.1%Added
Bradley Foster & Sargent Inc165,805$6.62M0.17%+49,345+42.4%Added
Advisors Management Group Inc165,492$6.61M2.50%−526−0.3%Reduced
Barclays PLC159,625$6.37M0.01%+106,922+202.9%Added
Envestnet Asset Management Inc159,572$6.37M0.00%+17,999+12.7%Added
Nomura Asset Management Co Ltd148,693$5.94M0.03%+7,670+5.4%Added
New York State Common Retirement Fund141,694$5.66M0.01%−7,016−4.7%Reduced
Miller Howard Investments Inc130,000$5.19M0.19%+130,000New
State Board of Administration of Florida Retirement System128,004$5.11M0.01%+470+0.4%Added
Alpha Omega Wealth Management LLC125,585$5.01M0.89%−7,975−6.0%Reduced
LDR Capital Management LLC121,897$4.87M2.67%+84,004+221.7%Added
Anson Funds Management LP121,500$4.85M1.58%+16,000+15.2%Added
Manufacturers Life Insurance Company, The121,267$4.84M0.00%+4,754+4.1%Added
Voya Investment Management LLC120,778$4.82M0.01%−97,516−44.7%Reduced
State of Wisconsin Investment Board119,296$4.76M0.02%−7,898−6.2%Reduced
Beacon Financial Group118,912$4.75M0.65%−230−0.2%Reduced
Oversea-Chinese Banking CORP Ltd117,866$4.71M0.27%+117,866New
Westpac Banking Corp116,971$4.67M0.07%−22,680−16.2%Reduced
Mutual of America Capital Management LLC114,647$4.58M0.06%+5,149+4.7%Added
Semmax Financial Advisors Inc.102,998$4.37M1.74%−864−0.8%Reduced
Cetera Advisor Networks LLC104,934$4.19M0.03%+32,257+44.4%Added
Stifel Financial Corp102,947$4.11M0.01%+3,372+3.4%Added
Royal Bank of Canada101,482$4.05M0.00%−14,644−12.6%Reduced
Amalgamated Bank101,276$4.04M0.04%+3,747+3.8%Added
New York State Teachers Retirement System100,686$4.02M0.01%+14,075+16.3%Added
Texas Permanent School Fund93,892$3.75M0.06%−4,164−4.2%Reduced
Amundi89,480$3.71M0.00%+13,675+18.0%Added
Exchange Traded Concepts, LLC92,735$3.70M0.11%−9,226−9.0%Reduced
State of Alaska, Department of Revenue89,966$3.59M0.04%+2,904+3.3%Added
Comerica Bank83,350$3.54M0.03%+9,660+13.1%Added
ExodusPoint Capital Management, LP88,529$3.54M0.05%−374,821−80.9%Reduced
MetLife Investment Management87,922$3.51M0.03%+371+0.4%Added
South Dakota Investment Council87,700$3.50M0.08%+19,500+28.6%Added
Thrivent Financial for Lutherans87,184$3.48M0.01%+1,315+1.5%Added
DekaBank Deutsche Girozentrale88,534$3.48M0.01%−2,561−2.8%Reduced
LPL Financial LLC81,025$3.24M0.00%+4,109+5.3%Added
Truist Financial Corp80,929$3.23M0.01%−1,041−1.3%Reduced