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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
Raleigh Capital Management Inc.190$6.37K0.00%00.0%Unchanged
JJJ Advisors Inc.183$6.14K0.00%00.0%Unchanged
AdvisorNet Financial, Inc180$6.04K0.00%00.0%Unchanged
Farther Finance Advisors, LLC174$5.83K0.00%−628−78.3%Reduced
Sunbelt Securities, Inc.147$4.93K0.00%−152−50.8%Reduced
Allworth Financial LP139$4.66K0.00%−228−62.1%Reduced
Baker Avenue Asset Management, LP130$4.36K0.00%+97+293.9%Added
Lindbrook Capital, LLC125$4.19K0.00%−68−35.2%Reduced
Retirement Group, LLC120$4.02K0.00%00.0%Unchanged
Simplex Trading, LLC124$4.00K0.00%+124New
Harbor Investment Advisory, LLC100$3.35K0.00%00.0%Unchanged
Sandy Spring Bank100$3.35K0.00%+100New
Sutton Wealth Advisors Inc.95$3.19K0.00%00.0%Unchanged
Private Trust Co NA83$2.78K0.00%00.0%Unchanged
First Horizon Advisors, Inc.83$2.78K0.00%00.0%Unchanged
Delta Asset Management LLC80$2.68K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc61$2.04K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC59$1.98K0.00%00.0%Unchanged
Investors Research Corp52$1.74K0.00%00.0%Unchanged
Earnest Partners LLC41$1.38K0.00%00.0%Unchanged
NewSquare Capital LLC39$1.31K0.00%+39New
Householder Group Estate & Retirement Specialist, LLC37$1.25K0.00%+37New
Massmutual Trust Co FSB31$1.04K0.00%−17−35.4%Reduced
ClariVest Asset Management LLC31$1.00K0.00%−23−42.6%Reduced
Avion Wealth56$1.00K0.00%+56New
Key Financial Inc24$8050.00%00.0%Unchanged
Quent Capital, LLC22$7380.00%00.0%Unchanged
Gradient Investments LLC14$4690.00%00.0%Unchanged
Glassman Wealth Services3$1010.00%00.0%Unchanged
Bessemer Group Inc1$00.00%−113−99.1%Reduced
Financial Management Professionals, Inc.6$00.00%−6−50.0%Reduced
TD Ameritrade Investment Management, LLC0$00.00%−46−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−88,324−100.0%Sold out
Holocene Advisors, LP0$00.00%−64,729−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−32,701−100.0%Sold out
Inceptionr LLC0$00.00%−23,578−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−18,286−100.0%Sold out
Citadel Advisors LLC0$00.00%−15,355−100.0%Sold out
Wolverine Trading, LLC0$00.00%−9,680−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−9,517−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−9,241−100.0%Sold out
XTX Topco Ltd0$00.00%−7,680−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−6,562−100.0%Sold out
Intrust Bank NA0$00.00%−6,551−100.0%Sold out
DuPont Capital Management Corp0$00.00%−6,160−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−6,106−100.0%Sold out
Mackenzie Financial Corp0$00.00%−6,002−100.0%Sold out
HRT Financial LP0$00.00%−5,976−100.0%Sold out
Independent Advisor Alliance0$00.00%−5,923−100.0%Sold out
ERTS Wealth Advisors, LLC0$00.00%−5,479−100.0%Sold out
Checchi Capital Advisers, LLC0$00.00%−5,409−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−5,213−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−500−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−260−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−226−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−213−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−50−100.0%Sold out
25 LLC0$00.00%−13−100.0%Sold out
Group One Trading, L.P.0$00.00%−8−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−3−100.0%Sold out
Pictet Asset Management SA––––Not filed