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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, Q1 2023

Institutional positions in Spirit Realty Capital, Inc. as of Mar 31, 2023. 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
328
−6 vs. Q4 2022
Shares held
137.0M
+2.99M (+2.2%) vs. Q4 2022
Total value
$5.46B
+$106.5M (+2.0%) vs. Q4 2022
New holders
28
144 more added
Sold out
34
106 more reduced

5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 328 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 heldQ1 2023: $5.46B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Spirit Realty Capital, Inc.; share changes are against Q4 2022.

Institutions holding SRC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc20,745,061$826.5M0.02%+272,994+1.3%Added
Cohen & Steers, Inc.18,361,772$731.4M1.58%+2,194,104+13.6%Added
BlackRock Inc.17,946,884$715.0M0.02%−124,500−0.7%Reduced
FMR LLC9,847,945$392.3M0.04%−142,012−1.4%Reduced
State Street Corp7,748,967$313.8M0.02%+34,253+0.4%Added
Long Pond Capital, LP3,462,484$137.9M7.41%+1,151,057+49.8%Added
Daiwa Securities Group Inc.3,027,307$120.6M0.84%+42,460+1.4%Added
Massachusetts Financial Services Co2,926,219$116.6M0.04%+484,712+19.9%Added
Macquarie Group Ltd2,861,664$114.0M0.14%−45,230−1.6%Reduced
Northwood Liquid Management LP2,478,047$98.7M12.09%+1,032,237+71.4%Added
Cbre Clarion Securities LLC2,277,450$90.7M1.60%−225,395−9.0%Reduced
Geode Capital Management, LLC2,266,313$90.3M0.01%+72,498+3.3%Added
Charles Schwab Investment Management Inc2,103,413$83.8M0.03%−4,206−0.2%Reduced
Janus Henderson Group PLC2,081,649$82.9M0.05%+68,766+3.4%Added
Deutsche Bank AG1,998,427$79.6M0.04%+1,967,467+6,354.9%Added
Dimensional Fund Advisors LP1,973,508$78.6M0.03%+99,336+5.3%Added
Bank of New York Mellon Corp1,854,539$73.9M0.02%+450.0%Added
Norges Bank1,458,307$58.1M0.01%+40,668+2.9%Added
Nuveen Asset Management, LLC1,416,515$56.4M0.02%+47,131+3.4%Added
Northern Trust Corp1,399,863$55.8M0.01%+46,787+3.5%Added
Russell Investments Group, Ltd.1,256,877$49.9M0.10%+744,879+145.5%Added
Centersquare Investment Management LLC1,223,916$48.8M0.58%−71,706−5.5%Reduced
Legal & General Group Plc1,110,786$44.3M0.02%+28,644+2.6%Added
Wellington Management Group LLP1,029,167$41.0M0.01%+761,826+285.0%Added
Westfield Capital Management Co LP961,276$38.3M0.27%−653,209−40.5%Reduced
Prudential Financial Inc976,251$38.0M0.06%−146,284−13.0%Reduced
Alliancebernstein L.P.859,766$34.3M0.01%−29,037−3.3%Reduced
Morningstar Investment Services LLC869,926$33.8M0.45%+36,126+4.3%Added
Invesco Ltd.834,234$33.2M0.01%−43,727−5.0%Reduced
JPMorgan Chase & Co833,104$33.2M0.00%−35,464−4.1%Reduced
Frontier Capital Management Co LLC823,081$32.8M0.34%−33,369−3.9%Reduced
UBS Asset Management Americas Inc766,910$30.6M0.01%−15,899−2.0%Reduced
Boston Partners689,244$27.2M0.04%+13,213+2.0%Added
Morgan Stanley665,179$26.5M0.00%+123,101+22.7%Added
Principal Financial Group Inc631,289$25.2M0.02%+3,105+0.5%Added
Standard Life Aberdeen plc513,071$20.4M0.05%+11,930+2.4%Added
SEI Investments Co491,261$19.6M0.04%+37,752+8.3%Added
Rhumbline Advisers437,353$17.4M0.02%−4,310−1.0%Reduced
Retirement Systems of Alabama402,082$16.0M0.07%−1,594−0.4%Reduced
Bank of America Corp397,229$15.8M0.00%+27,005+7.3%Added
Millennium Management LLC375,765$15.0M0.02%+192,311+104.8%Added
Franklin Resources Inc370,475$14.8M0.01%+11,404+3.2%Added
Ameriprise Financial Inc341,645$13.6M0.00%+94,414+38.2%Added
Swiss National Bank301,454$12.0M0.01%−27,700−8.4%Reduced
California Public Employees Retirement System282,794$11.3M0.01%−27,149−8.8%Reduced
STRS Ohio266,048$10.6M0.05%−53,824−16.8%Reduced
Public Employees Retirement System of Ohio257,191$10.2M0.04%+21,892+9.3%Added
Balyasny Asset Management LLC257,017$10.2M0.03%−541,660−67.8%Reduced
Mirae Asset Global Investments Co., Ltd.232,733$9.27M0.02%+232,733New
Asset Management One Co.,Ltd.229,439$9.14M0.04%−27,230−10.6%Reduced
Great West Life Assurance Co228,588$9.10M0.02%+11,312+5.2%Added
Virginia Retirement Systems Et Al227,820$9.08M0.09%−216,700−48.7%Reduced
American International Group, Inc.215,489$8.59M0.06%−2,018−0.9%Reduced
Bradley Foster & Sargent Inc211,869$8.44M0.20%+46,064+27.8%Added
Bernzott Capital Advisors208,181$8.29M1.71%−206,974−49.9%Reduced
Westpac Banking Corp206,978$8.25M0.11%+90,007+76.9%Added
Sumitomo Mitsui Trust Holdings, Inc.206,771$8.24M0.01%+1,439+0.7%Added
Sound Income Strategies, LLC197,601$7.87M0.86%+23,107+13.2%Added
Credit Suisse AG185,741$7.40M0.01%−4,597−2.4%Reduced
Envestnet Asset Management Inc178,749$7.12M0.00%+19,177+12.0%Added
California State Teachers Retirement System174,780$6.96M0.01%+264+0.2%Added
LDR Capital Management LLC165,117$6.58M4.33%+43,220+35.5%Added
Advisors Management Group Inc161,388$6.43M2.05%−4,104−2.5%Reduced
Nomura Asset Management Co Ltd154,073$6.14M0.03%+5,380+3.6%Added
Goldman Sachs Group Inc147,229$5.87M0.00%−284,554−65.9%Reduced
DekaBank Deutsche Girozentrale151,821$5.84M0.01%+63,287+71.5%Added
New York State Common Retirement Fund136,729$5.45M0.01%−4,965−3.5%Reduced
Miller Howard Investments Inc130,000$5.18M0.19%00.0%Unchanged
State Board of Administration of Florida Retirement System128,004$5.10M0.01%00.0%Unchanged
Alpha Omega Wealth Management LLC125,956$5.02M0.87%+371+0.3%Added
Texas Permanent School Fund125,247$4.99M0.05%+31,355+33.4%Added
Manufacturers Life Insurance Company, The117,013$4.66M0.00%−4,254−3.5%Reduced
Mutual of America Capital Management LLC112,287$4.47M0.05%−2,360−2.1%Reduced
Alyeska Investment Group, L.P.108,563$4.33M0.04%+108,563New
State of Wisconsin Investment Board107,897$4.30M0.01%−11,399−9.6%Reduced
Cetera Advisor Networks LLC107,416$4.28M0.03%+2,482+2.4%Added
Amundi106,617$4.14M0.00%+17,137+19.2%Added
Beacon Financial Group105,331$4.09M0.57%−13,581−11.4%Reduced
Barclays PLC102,451$4.08M0.00%−57,174−35.8%Reduced
Lighthouse Investment Partners, LLC100,000$3.98M0.35%+100,000New
New York State Teachers Retirement System97,663$3.89M0.01%−3,023−3.0%Reduced
Exchange Traded Concepts, LLC97,496$3.88M0.11%+4,761+5.1%Added
Putnam Investments LLC96,384$3.84M0.01%−86,876−47.4%Reduced
Amalgamated Bank95,935$3.82M0.03%−5,341−5.3%Reduced
UBS Group AG95,012$3.79M0.00%−82,437−46.5%Reduced
Stifel Financial Corp94,521$3.77M0.01%−8,426−8.2%Reduced
Royal Bank of Canada92,584$3.69M0.00%−8,898−8.8%Reduced
State of Alaska, Department of Revenue91,739$3.65M0.04%+1,773+2.0%Added
Truist Financial Corp90,486$3.60M0.01%+9,557+11.8%Added
Oversea-Chinese Banking CORP Ltd88,324$3.52M0.18%−29,542−25.1%Reduced
South Dakota Investment Council87,700$3.49M0.07%00.0%Unchanged
Citigroup Inc86,309$3.44M0.00%+15,664+22.2%Added
MetLife Investment Management85,629$3.41M0.02%−2,293−2.6%Reduced
Mesirow Institutional Investment Management, Inc.85,515$3.41M0.37%+85,515New
Teacher Retirement System of Texas84,535$3.37M0.02%+28,028+49.6%Added
LPL Financial LLC84,514$3.37M0.00%+3,489+4.3%Added
PFS Investments Inc.85,158$3.30M0.06%+85,158New
Holocene Advisors, LP78,760$3.14M0.02%+68,199+645.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.78,335$3.12M0.01%+5,923+8.2%Added
First Trust Advisors LP77,847$3.10M0.00%−2,905−3.6%Reduced