Skip to main content

Store Capital LLC

STORDelisted Feb 3, 2023
Industry
Real Estate Investment Trusts
SEC CIK
0001538990

Store Capital LLC was delisted on Feb 3, 2023; its insiders filed their last Form 4 on Feb 3, 2023; 460 institutions reported holding it in 13F filings for Q4 2022, worth $7.83B in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Store Capital LLC as of Sep 30, 2021. 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
443
+17 vs. Q2 2021
Shares held
230.5M
−3.13M (−1.3%) vs. Q2 2021
Total value
$7.40B
−$671.8M (−8.3%) vs. Q2 2021
New holders
52
158 more added
Sold out
35
146 more reduced

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting STOR 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 2021: 443 institutions
Q1 2021: 422 institutionsQ2 2021: 430 institutionsQ3 2021: 443 institutionsQ4 2021: 465 institutionsQ1 2022: 453 institutionsQ2 2022: 434 institutionsQ3 2022: 465 institutionsQ4 2022: 460 institutionsQ1 2023: 5 institutionsQ2 2023: 1 institutionQ3 2023: 2 institutionsQ4 2023: 1 institutionQ1 2024: 1 institutionQ2 2024: 2 institutionsQ3 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 2021: $7.40B
Q1 2021: $7.83BQ2 2021: $8.08BQ3 2021: $7.40BQ4 2021: $7.86BQ1 2022: $6.78BQ2 2022: $6.02BQ3 2022: $7.61BQ4 2022: $7.83BQ1 2023: $51.7KQ2 2023: $32Q3 2023: $20.9KQ4 2023: $32Q1 2024: $32Q2 2024: $6.54KQ3 2024: $32Q4 2024: $32Q1 2025: $32Q2 2025: $32Q3 2025: $32Q4 2025: $32Q1 2026: $32Q2 2026: $32
Institutions holding STOR and their total value by quarter
QuarterHoldersValue
Q2 20261$32
Q1 20261$32
Q4 20251$32
Q3 20251$32
Q2 20251$32
Q1 20251$32
Q4 20241$32
Q3 20241$32
Q2 20242$6.54K
Q1 20241$32
Q4 20231$32
Q3 20232$20.9K
Q2 20231$32
Q1 20235$51.7K
Q4 2022460$7.83B
Q3 2022465$7.61B
Q2 2022434$6.02B
Q1 2022453$6.78B
Q4 2021465$7.86B
Q3 2021443$7.40B
Q2 2021430$8.08B
Q1 2021422$7.83B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Store Capital LLC; share changes are against Q2 2021.

Institutions holding STOR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Echo Street Capital Management LLC9,400$301.0K0.00%−7,751−45.2%Reduced
FDx Advisors, Inc.9,375$300.0K0.01%−143−1.5%Reduced
Man Group plc9,300$298.0K0.00%+9,300New
D. E. Shaw & Co., Inc.9,232$296.0K0.00%+9,232New
Avenir Corp9,173$294.0K0.02%00.0%Unchanged
Pendal Group Limited9,017$289.0K0.00%−10,845−54.6%Reduced
Hoylecohen, LLC8,890$285.0K0.03%+425+5.0%Added
Sigma Planning Corp8,679$278.0K0.01%+140+1.6%Added
Mirae Asset Global Investments Co., Ltd.8,353$268.0K0.00%+1,610+23.9%Added
Renaissance Group LLC8,197$263.0K0.01%00.0%Unchanged
Creative Planning8,025$257.0K0.00%+1,686+26.6%Added
Insight Folios Inc7,987$256.0K0.14%+7,987New
IFP Advisors, Inc7,711$247.0K0.01%−53−0.7%Reduced
Bokf, NA7,634$245.0K0.00%+7,634New
Cigna Investments Inc7,535$241.0K0.02%−100−1.3%Reduced
Jane Street Group, LLC7,401$237.0K0.00%+7,401New
Snowden Capital Advisors LLC7,340$235.1K0.01%−135−1.8%Reduced
Mirabella Financial Services LLP7,330$235.0K0.03%+7,330New
Founders Financial Alliance, LLC7,213$231.0K0.11%+271+3.9%Added
Cambria Investment Management, L.P.7,188$230.0K0.04%+7,188New
Prairiewood Capital, LLC7,121$228.0K0.19%+7,121New
IBM Retirement Fund6,836$219.0K0.02%00.0%Unchanged
Texas Yale Capital Corp.6,816$218.0K0.01%+500+7.9%Added
Pegasus Partners Ltd.6,617$212.0K0.04%−3,154−32.3%Reduced
Bessemer Group Inc6,550$210.0K0.00%−929−12.4%Reduced
Raymond James Trust N.A.6,515$209.0K0.01%+635+10.8%Added
Machina Capital S.A.S.6,509$208.0K0.45%+6,509New
Campbell & CO Investment Adviser LLC6,400$205.0K0.07%+6,400New
Visionary Wealth Advisors6,380$204.0K0.02%+6,380New
Ninepoint Partners LP6,147$197.0K0.07%+558+10.0%Added
JTC Employer Solutions Trusteee Ltd6,000$192.0K0.03%00.0%Unchanged
Brown Brothers Harriman & Co5,001$160.0K0.00%00.0%Unchanged
Emfo, LLC5,000$160.0K0.14%00.0%Unchanged
Hexagon Capital Partners LLC4,975$159.0K0.05%00.0%Unchanged
Creative Financial Designs Inc4,507$144.0K0.02%+420+10.3%Added
Steward Partners Investment Advisory, LLC4,275$137.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.4,100$131.0K0.02%+439+12.0%Added
Montag A & Associates Inc4,000$128.0K0.01%00.0%Unchanged
Point72 Hong Kong Ltd3,813$122.0K0.01%+3,813New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,782$121.0K0.01%00.0%Unchanged
Albion Financial Group3,730$119.0K0.01%00.0%Unchanged
Parallel Advisors, LLC3,452$111.0K0.00%+25+0.7%Added
Rocky Mountain Advisers, LLC3,139$101.0K0.12%+11+0.4%Added
Huntington National Bank3,034$97.0K0.00%+1,111+57.8%Added
Spirit of America Management Corp3,000$96.0K0.02%00.0%Unchanged
Accel Wealth Management2,976$95.0K0.06%−239−7.4%Reduced
Signaturefd, LLC2,512$80.0K0.00%+363+16.9%Added
PEAK6 Investments LLC2,342$75.0K0.00%+2,342New
NEXT Financial Group, Inc2,286$73.0K0.01%+32+1.4%Added
Selective Wealth Management, Inc.2,250$72.0K0.04%+1,500+200.0%Added
Newbridge Financial Services Group, Inc.2,216$71.0K0.04%+557+33.6%Added
Total Clarity Wealth Management, Inc.2,131$68.0K0.03%+2,131New
Ibex Wealth Advisors2,080$67.0K0.01%+2,080New
Geneos Wealth Management Inc.2,008$66.0K0.00%+12+0.6%Added
Lazard Asset Management LLC1,956$62.0K0.00%+899+85.1%Added
Sonora Investment Management, LLC1,875$60.0K0.01%00.0%Unchanged
Capital Analysts, LLC1,489$48.0K0.00%−46−3.0%Reduced
Cullen/Frost Bankers, Inc.1,500$48.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC1,500$48.0K0.01%+1,000+200.0%Added
Twin Lakes Capital Management, LLC1,439$46.0K0.03%+15+1.1%Added
Private Capital Group, LLC1,394$45.0K0.01%00.0%Unchanged
Cedar Wealth Management, LLC1,300$42.0K0.02%00.0%Unchanged
Farmers & Merchants Investments Inc1,316$42.0K0.00%+1,016+338.7%Added
Heritage Wealth Advisors1,300$41.6K0.00%00.0%Unchanged
Harbour Investments, Inc.1,216$39.0K0.00%−10−0.8%Reduced
Burleson & Company, LLC1,100$35.0K0.01%00.0%Unchanged
Hoey Investments, Inc1,100$35.0K0.01%+600+120.0%Added
JJJ Advisors Inc.1,051$34.0K0.01%+50+5.0%Added
HHM Wealth Advisors, LLC1,000$32.0K0.01%00.0%Unchanged
Cutler Group LP1,014$32.0K0.00%+579+133.1%Added
AdvisorNet Financial, Inc959$31.0K0.00%+319+49.8%Added
Caldwell Trust Co966$30.9K0.00%00.0%Unchanged
Sageworth Trust Co950$30.0K0.00%00.0%Unchanged
Advisors Asset Management, Inc.891$29.0K0.00%−3,489−79.7%Reduced
GPS Wealth Strategies Group, LLC900$29.0K0.01%00.0%Unchanged
Kings Point Capital Management898$29.0K0.00%+898New
Quadrant Capital Group LLC873$28.0K0.00%+15+1.7%Added
Tradition Wealth Management, LLC867$28.0K0.00%+9+1.0%Added
TCI Wealth Advisors, Inc.864$28.0K0.00%+57+7.1%Added
Mark Sheptoff Financial Planning, LLC850$27.0K0.01%00.0%Unchanged
Clearview Wealth Advisors LLC830$27.0K0.02%00.0%Unchanged
Cohen & Steers, Inc.824$26.0K0.00%00.0%Unchanged
Bellevue Asset Management, LLC759$25.0K0.02%00.0%Unchanged
Old Second National Bank of Aurora729$23.0K0.01%00.0%Unchanged
Proequities, Inc.685$22.0K0.00%−51−6.9%Reduced
Clearstead Advisors, LLC686$22.0K0.00%+604+736.6%Added
Barrett Asset Management, LLC630$20.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC600$19.0K0.00%00.0%Unchanged
Allworth Financial LP592$19.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC524$17.0K0.00%−20−3.7%Reduced
BerganKDV Wealth Management, LLC539$17.0K0.00%+6+1.1%Added
Meeder Asset Management Inc522$17.0K0.00%+39+8.1%Added
Northwestern Mutual Wealth Management Co509$16.0K0.00%−185−26.7%Reduced
Smithfield Trust Co500$16.0K0.00%00.0%Unchanged
Covington Capital Management500$16.0K0.00%00.0%Unchanged
North Star Investment Management Corp.500$16.0K0.00%00.0%Unchanged
Cahill Financial Advisors Inc500$16.0K0.00%+500New
Meridian Wealth Partners, LLC500$16.0K0.00%+500New
Bogart Wealth, LLC460$15.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC467$15.0K0.00%+1+0.2%Added