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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, Q3 2023

Institutional positions in Spirit Realty Capital, Inc. as of Sep 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
331
+10 vs. Q2 2023
Shares held
136.0M
−1.28M (−0.9%) vs. Q2 2023
Total value
$4.57B
−$844.8M (−15.6%) vs. Q2 2023
New holders
39
133 more added
Sold out
29
110 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 331 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 heldQ3 2023: $4.57B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Spirit Realty Capital, Inc.; share changes are against Q2 2023.

Institutions holding SRC in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Continuum Advisory, LLC8,812$295.5K0.05%+315+3.7%Added
Avantax Advisory Services, Inc.8,996$301.6K0.00%+3,895+76.4%Added
Raymond James & Associates9,220$309.1K0.00%−169−1.8%Reduced
IHT Wealth Management, LLC9,290$311.5K0.02%+404+4.5%Added
Creative Planning9,434$316.3K0.00%+720+8.3%Added
Engineers Gate Manager LP9,535$319.7K0.01%+9,535New
Squarepoint Ops LLC9,559$320.5K0.00%+9,559New
Pitcairn Co9,719$325.9K0.03%+38+0.4%Added
First Republic Investment Management, Inc.10,016$335.8K0.00%−3,790−27.5%Reduced
Gotham Asset Management, LLC10,050$337.0K0.01%+852+9.3%Added
Toroso Investments, LLC10,074$337.8K0.01%+615+6.5%Added
Leonteq Securities AG10,194$341.8K0.04%+2,458+31.8%Added
Bridgefront Capital, LLC10,234$343.1K0.24%−747−6.8%Reduced
JustInvest LLC10,886$365.0K0.01%−8,028−42.4%Reduced
Maryland State Retirement & Pension System10,939$366.8K0.01%00.0%Unchanged
Crossmark Global Holdings, Inc.11,168$374.0K0.01%−40−0.4%Reduced
United Services Automobile Association11,290$378.6K0.01%+11,290New
HighTower Advisors, LLC11,749$392.0K0.00%+3,630+44.7%Added
US Bancorp11,845$397.2K0.00%+101+0.9%Added
Pacer Advisors, Inc.11,894$398.8K0.00%−12,906−52.0%Reduced
Securian Asset Management, Inc11,970$401.4K0.01%−617−4.9%Reduced
Patriot Financial Group Insurance Agency, LLC12,305$412.6K0.09%+1,005+8.9%Added
Dark Forest Capital Management LP12,340$413.8K0.03%+3,497+39.5%Added
Ronald Blue Trust, Inc.11,158$439.0K0.01%−10.0%Reduced
Illinois Municipal Retirement Fund13,237$444.0K0.01%+13,237New
Natixis Advisors, L.P.13,603$456.0K0.00%−4,180−23.5%Reduced
Bank of Montreal12,540$456.8K0.00%−315−2.5%Reduced
Oppenheimer Asset Management Inc.13,881$465.4K0.01%−6,418−31.6%Reduced
Public Employees Retirement Association of Colorado14,511$487.0K0.00%00.0%Unchanged
Fox Run Management, L.L.C.14,622$490.3K0.15%+14,622New
Penserra Capital Management LLC15,001$502.0K0.01%+1,855+14.1%Added
Kovack Advisors, Inc.14,999$502.9K0.07%−631−4.0%Reduced
Toronto Dominion Bank15,482$519.1K0.00%+170+1.1%Added
Advisors Asset Management, Inc.15,975$535.6K0.01%+929+6.2%Added
Jane Street Group, LLC16,220$543.9K0.00%−6,407−28.3%Reduced
Sherbrooke Park Advisers LLC16,549$554.9K0.18%+16,549New
Great Lakes Advisors, LLC16,560$555.3K0.01%−1,712−9.4%Reduced
Van Eck Associates Corp16,635$558.0K0.00%+689+4.3%Added
Nissay Asset Management Corp17,083$572.8K0.01%+766+4.7%Added
Xponance, Inc.17,193$576.5K0.01%+24+0.1%Added
Envestnet Portfolio Solutions, Inc.17,500$586.8K0.00%+17,500New
Federated Hermes, Inc.17,732$594.6K0.00%−1,333−7.0%Reduced
Global Retirement Partners, LLC18,348$607.3K0.03%−978−5.1%Reduced
Shell Asset Management Co18,513$621.0K0.03%−792−4.1%Reduced
Tower Research Capital LLC (TRC)18,833$631.5K0.02%+4,552+31.9%Added
Cetera Investment Advisers19,019$637.7K0.01%+6,334+49.9%Added
We Are One Seven, LLC19,148$642.0K0.05%+3,569+22.9%Added
Quantinno Capital Management LP19,268$646.0K0.03%−27,648−58.9%Reduced
Cambridge Investment Research Advisors, Inc.19,375$650.0K0.00%+205+1.1%Added
M&T Bank Corp19,543$655.2K0.00%+509+2.7%Added
Pictet & Cie (Europe) SA20,172$676.4K0.02%−548−2.6%Reduced
SG Americas Securities, LLC20,634$692.0K0.01%−21,770−51.3%Reduced
The PNC Financial Services Group, Inc.20,701$694.1K0.00%+3,187+18.2%Added
Vident Advisory, LLC20,796$697.3K0.02%+20,796New
First Trust Advisors LP21,523$721.7K0.00%−45,954−68.1%Reduced
Private Advisor Group, LLC21,591$724.0K0.01%−19,644−47.6%Reduced
Hohimer Wealth Management, LLC21,804$731.1K0.21%00.0%Unchanged
Oak Thistle LLC22,031$738.7K0.22%+22,031New
Sumitomo Mitsui DS Asset Management Company, Ltd22,155$742.9K0.01%00.0%Unchanged
PEAK6 Investments LLC22,386$750.6K0.04%+22,386New
FORA Capital, LLC22,398$751.0K0.07%+22,398New
Ziegler Capital Management, LLC22,477$753.7K0.03%−146−0.6%Reduced
BNP Paribas Arbitrage, SA22,499$754.4K0.00%−31,086−58.0%Reduced
Magnetar Financial LLC22,621$758.5K0.02%+22,621New
Assetmark, Inc23,007$771.4K0.00%+9,858+75.0%Added
Utah Retirement Systems24,193$811.2K0.01%+200+0.8%Added
Wells Fargo & Company24,719$828.8K0.00%−13,824−35.9%Reduced
Handelsbanken Fonder AB24,955$837.0K0.00%00.0%Unchanged
Kapitalo Investimentos Ltda25,385$851.2K0.12%+21,943+637.5%Added
Commonwealth Equity Services, LLC25,831$866.0K0.00%+4,721+22.4%Added
Oppenheimer & Co Inc25,961$870.5K0.02%+4,040+18.4%Added
Victory Capital Management Inc26,667$894.1K0.00%+2,320+9.5%Added
Neuberger Berman Group LLC27,108$908.9K0.00%−3,330−10.9%Reduced
Allianz Asset Management GmbH27,252$913.8K0.00%−26,404−49.2%Reduced
Lasalle Investment Management Securities LLC27,793$931.9K0.04%−601,413−95.6%Reduced
New Mexico Educational Retirement Board28,500$956.0K0.04%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys28,620$959.6K0.01%−39,681−58.1%Reduced
Pensionfund Sabic29,900$1.00M0.35%00.0%Unchanged
American Century Companies Inc30,563$1.02M0.00%+4,312+16.4%Added
Campbell & CO Investment Adviser LLC30,580$1.03M0.12%+8,114+36.1%Added
Northwestern Mutual Investment Management Company, LLC31,344$1.05M0.03%−58−0.2%Reduced
Ameritas Investment Partners, Inc.31,697$1.06M0.04%−3,858−10.9%Reduced
ZWJ Investment Counsel Inc32,065$1.08M0.06%+9,205+40.3%Added
Guggenheim Capital LLC32,651$1.09M0.01%−8,633−20.9%Reduced
Dana Investment Advisors, Inc.32,704$1.10M0.06%−3,618−10.0%Reduced
State of Michigan Retirement System33,816$1.13M0.01%−1,000−2.9%Reduced
Madden Securities Corp34,075$1.14M0.65%+2,900+9.3%Added
Y-Intercept (Hong Kong) Ltd35,858$1.20M0.12%+35,858New
Adams Wealth Management35,947$1.21M0.41%+5,752+19.0%Added
Pictet Asset Management Holding SA37,055$1.24M0.00%+37,055New
Meiji Yasuda Asset Management Co Ltd.39,573$1.33M0.06%−299−0.7%Reduced
Oregon Public Employees Retirement Fund39,657$1.33M0.02%−1,200−2.9%Reduced
Mariner, LLC39,674$1.33M0.00%+1,703+4.5%Added
Louisiana State Employees Retirement System40,000$1.34M0.03%−1,300−3.1%Reduced
Versor Investments LP40,084$1.34M0.27%+15,168+60.9%Added
Arizona State Retirement System40,231$1.35M0.01%+541+1.4%Added
UniSuper Management Pty Ltd40,300$1.35M0.02%+800+2.0%Added
Millennium Management LLC41,070$1.38M0.00%+41,070New
Marks Group Wealth Management, Inc41,996$1.41M0.17%−2,345−5.3%Reduced
Ensign Peak Advisors, Inc44,290$1.49M0.00%00.0%Unchanged