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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
Standard Life Aberdeen plc501,141$20.0M0.05%−68,079−12.0%Reduced
Russell Investments Group, Ltd.511,998$20.4M0.04%+57,708+12.7%Added
Neuberger Berman Group LLC515,785$20.6M0.02%−39,425−7.1%Reduced
Citadel Advisors LLC532,686$21.3M0.02%+88,873+20.0%Added
Morgan Stanley542,078$21.6M0.00%−466,526−46.3%Reduced
Principal Financial Group Inc628,184$25.1M0.02%+96,665+18.2%Added
Boston Partners676,031$27.3M0.04%−5,777−0.8%Reduced
UBS Asset Management Americas Inc782,809$31.3M0.02%+115,174+17.3%Added
Balyasny Asset Management LLC798,677$31.9M0.11%+99,032+14.2%Added
Morningstar Investment Services LLC833,800$33.6M0.46%+8,545+1.0%Added
Frontier Capital Management Co LLC856,450$34.2M0.37%−23,380−2.7%Reduced
JPMorgan Chase & Co868,568$34.7M0.00%+64,960+8.1%Added
Invesco Ltd.877,961$35.1M0.01%−33,946−3.7%Reduced
Alliancebernstein L.P.888,803$35.5M0.02%−4,667−0.5%Reduced
Legal & General Group Plc1,082,142$43.2M0.02%+55,399+5.4%Added
Prudential Financial Inc1,122,535$44.8M0.08%+102,850+10.1%Added
Brookfield Asset Management Inc.1,217,473$48.6M0.18%+1,217,473New
Centersquare Investment Management LLC1,295,622$51.7M0.60%−468,580−26.6%Reduced
Northern Trust Corp1,353,076$54.0M0.01%+25,310+1.9%Added
Nuveen Asset Management, LLC1,369,384$54.7M0.02%+77,781+6.0%Added
Norges Bank1,417,639$56.6M0.01%+157,613+12.5%Added
Northwood Liquid Management LP1,445,810$57.7M10.25%+27,930+2.0%Added
Westfield Capital Management Co LP1,614,485$64.5M0.50%+149,175+10.2%Added
Duff & Phelps Investment Management Co1,792,317$70.6M0.86%−112,000−5.9%Reduced
Bank of New York Mellon Corp1,854,494$74.0M0.02%+193,485+11.6%Added
Dimensional Fund Advisors LP1,874,172$74.8M0.03%+14,088+0.8%Added
Janus Henderson Group PLC2,012,883$80.4M0.06%+18,873+0.9%Added
Charles Schwab Investment Management Inc2,107,619$84.2M0.03%+104,158+5.2%Added
Geode Capital Management, LLC2,193,815$87.6M0.01%+123,326+6.0%Added
Long Pond Capital, LP2,311,427$92.3M5.65%+825,477+55.6%Added
Massachusetts Financial Services Co2,441,507$97.5M0.03%+113,790+4.9%Added
Cbre Clarion Securities LLC2,502,845$99.9M1.74%+274,486+12.3%Added
Macquarie Group Ltd2,906,894$116.1M0.14%−611,016−17.4%Reduced
Daiwa Securities Group Inc.2,984,847$119.2M0.92%−27,161−0.9%Reduced
State Street Corp7,714,714$313.1M0.02%+348,197+4.7%Added
FMR LLC9,989,957$398.9M0.04%+144,352+1.5%Added
Cohen & Steers, Inc.16,167,668$645.6M1.42%+2,070,511+14.7%Added
BlackRock Inc.18,071,384$721.6M0.02%+353,908+2.0%Added
Vanguard Group Inc20,472,067$817.4M0.02%+518,733+2.6%Added
Waterfront Capital Partners, LLC0$00.00%−899,193−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−720,135−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−293,039−100.0%Sold out
Natixis0$00.00%−276,085−100.0%Sold out
Cinctive Capital Management LP0$00.00%−219,254−100.0%Sold out
HGI Capital Management, LLC0$00.00%−198,132−100.0%Sold out
Zimmer Partners, LP0$00.00%−150,000−100.0%Sold out
Cipher Capital LP0$00.00%−59,997−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−51,072−100.0%Sold out
National Bank of Canada0$00.00%−50,400−100.0%Sold out
Twinbeech Capital LP0$00.00%−36,421−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−19,907−100.0%Sold out
GraniteShares Advisors LLC0$00.00%−16,562−100.0%Sold out
Walleye Capital LLC0$00.00%−15,036−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−13,597−100.0%Sold out
Virtu Financial LLC0$00.00%−13,561−100.0%Sold out
UBS Oconnor LLC0$00.00%−12,900−100.0%Sold out
Jane Street Group, LLC0$00.00%−12,381−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−12,200−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−10,647−100.0%Sold out
Ergoteles LLC0$00.00%−10,433−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−9,427−100.0%Sold out
Delta Investment Management, LLC0$00.00%−7,595−100.0%Sold out
PEAK6 Investments LLC0$00.00%−6,798−100.0%Sold out
Clark Capital Management Group, Inc.0$00.00%−6,285−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−6,190−100.0%Sold out
Independent Advisor Alliance0$00.00%−5,994−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−2,888−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,224−100.0%Sold out
Meeder Asset Management Inc0$00.00%−666−100.0%Sold out
Blume Capital Management, Inc.0$00.00%−263−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−257−100.0%Sold out
Capital Analysts, LLC0$00.00%−241−100.0%Sold out
Activest Wealth Management0$00.00%−217−100.0%Sold out
Bray Capital Advisors0$00.00%−125−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−114−100.0%Sold out
CFS Investment Advisory Services, LLC0$00.00%−33,520−100.0%Sold out
Sofos Investments, Inc.0$00.00%−648−100.0%Sold out
Strategic Wealth Advisors Group, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
New Century Advisors, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed