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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 2023

Institutional positions in Spirit Realty Capital, Inc. as of Jun 30, 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
322
−4 vs. Q1 2023
Shares held
137.4M
+367.5K (+0.3%) vs. Q1 2023
Total value
$5.41B
−$45.5M (−0.8%) vs. Q1 2023
New holders
31
135 more added
Sold out
35
112 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 322 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 2023: $5.41B
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 2023

Shares, value and share of portfolio for each institution holding Spirit Realty Capital, Inc.; share changes are against Q1 2023.

Institutions holding SRC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Captrust Financial Advisors7,903$311.2K0.00%−122−1.5%Reduced
HighTower Advisors, LLC8,119$315.0K0.00%−9,834−54.8%Reduced
Metis Global Partners, LLC8,055$317.2K0.02%+8,055New
ProShare Advisors LLC8,254$325.0K0.00%−54−0.6%Reduced
Cypress Wealth Services, LLC8,009$328.2K0.09%+1,619+25.3%Added
Alps Advisors Inc8,406$331.0K0.00%−1,277−13.2%Reduced
Fifth Third Bancorp8,440$332.4K0.00%+550+7.0%Added
Continuum Advisory, LLC8,497$334.6K0.05%+184+2.2%Added
Jump Financial, LLC8,500$334.7K0.01%+8,500New
Creative Planning8,714$343.2K0.00%+8,714New
Dark Forest Capital Management LP8,843$348.2K0.04%+8,843New
IHT Wealth Management, LLC8,886$349.9K0.02%−340−3.7%Reduced
Gotham Asset Management, LLC9,198$362.2K0.01%+2,112+29.8%Added
Raymond James & Associates9,389$369.7K0.00%−8,231−46.7%Reduced
Cresset Asset Management, LLC9,241$370.0K0.00%+9,241New
Toroso Investments, LLC9,459$372.0K0.01%−1,795−15.9%Reduced
Bayesian Capital Management, LP9,517$374.8K0.04%+9,517New
Wolverine Trading, LLC9,680$380.2K0.01%−2,411−19.9%Reduced
Pitcairn Co9,681$381.2K0.03%+199+2.1%Added
IFP Advisors, Inc9,626$382.3K0.02%+61+0.6%Added
Maryland State Retirement & Pension System10,939$430.8K0.01%00.0%Unchanged
Bridgefront Capital, LLC10,981$432.4K0.23%−3,180−22.5%Reduced
Patriot Financial Group Insurance Agency, LLC11,300$445.0K0.08%−437−3.7%Reduced
Ronald Blue Trust, Inc.11,159$445.0K0.01%−9−0.1%Reduced
Crossmark Global Holdings, Inc.11,208$451.0K0.01%−7−0.1%Reduced
US Bancorp11,744$462.5K0.00%−441−3.6%Reduced
Natixis12,000$472.6K0.00%+12,000New
Foundations Investment Advisors, LLC12,502$492.3K0.02%−3,405−21.4%Reduced
Securian Asset Management, Inc12,587$495.7K0.01%−132−1.0%Reduced
Cetera Investment Advisers12,685$499.5K0.00%+359+2.9%Added
Bank of Montreal12,855$515.4K0.00%−3,580−21.8%Reduced
Penserra Capital Management LLC13,146$517.0K0.01%+707+5.7%Added
Assetmark, Inc13,149$517.8K0.00%+7,345+126.6%Added
First Republic Investment Management, Inc.13,806$543.7K0.00%−5,769−29.5%Reduced
Tower Research Capital LLC (TRC)14,281$562.4K0.02%+8,242+136.5%Added
Public Employees Retirement Association of Colorado14,511$571.0K0.00%00.0%Unchanged
Advisors Asset Management, Inc.15,046$592.5K0.01%+2,524+20.2%Added
Toronto Dominion Bank15,312$603.0K0.00%+221+1.5%Added
Citadel Advisors LLC15,355$604.7K0.00%+9,225+150.5%Added
We Are One Seven, LLC15,579$613.5K0.06%−2,557−14.1%Reduced
Kovack Advisors, Inc.15,630$615.5K0.08%00.0%Unchanged
Van Eck Associates Corp15,946$628.0K0.00%+637+4.2%Added
Nissay Asset Management Corp16,317$642.6K0.01%+1,421+9.5%Added
Xponance, Inc.17,169$676.1K0.01%−1,328−7.2%Reduced
The PNC Financial Services Group, Inc.17,514$689.7K0.00%+1,447+9.0%Added
Natixis Advisors, L.P.17,783$700.0K0.00%+3,263+22.5%Added
Great Lakes Advisors, LLC18,272$719.6K0.01%−762−4.0%Reduced
Vident Investment Advisory, LLC18,286$720.1K0.02%+801+4.6%Added
JustInvest LLC18,914$744.8K0.02%−1,106−5.5%Reduced
M&T Bank Corp19,034$749.8K0.00%+131+0.7%Added
Federated Hermes, Inc.19,065$750.8K0.00%−390−2.0%Reduced
Cambridge Investment Research Advisors, Inc.19,170$755.0K0.00%+564+3.0%Added
Shell Asset Management Co19,305$760.0K0.03%+9,531+97.5%Added
Global Retirement Partners, LLC19,326$761.1K0.04%+955+5.2%Added
Oppenheimer Asset Management Inc.20,299$799.4K0.01%−552−2.6%Reduced
Pictet & Cie (Europe) SA20,720$816.0K0.03%+20,720New
Voya Investment Management LLC20,844$820.8K0.00%+1,834+9.6%Added
Commonwealth Equity Services, LLC21,110$831.0K0.00%+1,851+9.6%Added
Hohimer Wealth Management, LLC21,804$858.6K0.24%+2,086+10.6%Added
Oppenheimer & Co Inc21,921$863.2K0.02%+5,349+32.3%Added
Sumitomo Mitsui DS Asset Management Company, Ltd22,155$872.5K0.01%+1,438+6.9%Added
Campbell & CO Investment Adviser LLC22,466$884.7K0.16%+1,324+6.3%Added
Ziegler Capital Management, LLC22,623$890.9K0.03%−6,573−22.5%Reduced
Jane Street Group, LLC22,627$891.1K0.00%+22,627New
ZWJ Investment Counsel Inc22,860$900.2K0.05%+4,353+23.5%Added
Inceptionr LLC23,578$928.5K0.50%−19,846−45.7%Reduced
ExodusPoint Capital Management, LP23,876$940.0K0.01%+23,876New
Utah Retirement Systems23,993$944.8K0.01%−300−1.2%Reduced
Teachers Retirement System of the State of Kentucky24,126$950.0K0.01%+2,248+10.3%Added
Victory Capital Management Inc24,347$958.8K0.00%+837+3.6%Added
Pacer Advisors, Inc.24,800$976.6K0.00%+24,800New
Versor Investments LP24,916$981.2K0.17%+17,016+215.4%Added
Handelsbanken Fonder AB24,955$983.0K0.01%+8,300+49.8%Added
American Century Companies Inc26,251$1.03M0.00%+4,949+23.2%Added
New Mexico Educational Retirement Board28,500$1.12M0.05%+3,200+12.6%Added
Pensionfund Sabic29,900$1.18M0.39%00.0%Unchanged
Adams Wealth Management30,195$1.19M0.37%+3,854+14.6%Added
Neuberger Berman Group LLC30,438$1.20M0.00%+4,076+15.5%Added
Madden Securities Corp31,175$1.23M0.63%−9,850−24.0%Reduced
Northwestern Mutual Investment Management Company, LLC31,402$1.24M0.03%+417+1.3%Added
AQR Capital Management LLC31,996$1.26M0.00%+6,998+28.0%Added
State of Tennessee, Treasury Department32,701$1.29M0.01%+32,701New
State of Michigan Retirement System34,816$1.37M0.01%−500−1.4%Reduced
Ameritas Investment Partners, Inc.35,555$1.40M0.05%00.0%Unchanged
Bard Financial Services, Inc.35,940$1.42M0.11%+9,050+33.7%Added
Dana Investment Advisors, Inc.36,322$1.43M0.07%−16,005−30.6%Reduced
Thrivent Financial for Lutherans36,470$1.44M0.00%−387−1.1%Reduced
Pictet Asset Management SA37,603$1.48M0.00%−3,049−7.5%Reduced
Mariner, LLC37,971$1.49M0.00%−1,653−4.2%Reduced
Wells Fargo & Company38,543$1.52M0.00%−10,512−21.4%Reduced
UniSuper Management Pty Ltd39,500$1.56M0.02%+39,500New
Arizona State Retirement System39,690$1.56M0.01%−777−1.9%Reduced
Meiji Yasuda Asset Management Co Ltd.39,872$1.57M0.08%+476+1.2%Added
Oregon Public Employees Retirement Fund40,857$1.61M0.02%+100+0.2%Added
Guggenheim Capital LLC41,284$1.63M0.01%+404+1.0%Added
Louisiana State Employees Retirement System41,300$1.63M0.04%+4,300+11.6%Added
Argent Advisors, Inc.41,761$1.64M0.75%+862+2.1%Added
Citigroup Inc41,897$1.65M0.00%−44,412−51.5%Reduced
Employees Retirement System of Texas42,000$1.65M0.02%−32,000−43.2%Reduced
Private Advisor Group, LLC41,235$1.66M0.01%+11,530+38.8%Added