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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, Q2 2022

Institutional positions in Store Capital LLC as of Jun 30, 2022. 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
434
−12 vs. Q1 2022
Shares held
230.4M
+2.16M (+0.9%) vs. Q1 2022
Total value
$6.02B
−$662.8M (−9.9%) vs. Q1 2022
New holders
45
203 more added
Sold out
57
127 more reduced

7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 434 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 heldQ2 2022: $6.02B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Store Capital LLC; share changes are against Q1 2022.

Institutions holding STOR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.16$00.00%−206−92.8%Reduced
Capital Advisors, Ltd. LLC16$00.00%+11+220.0%Added
Glassman Wealth Services10$00.00%+4+66.7%Added
Massmutual Trust Co FSB24$1.00K0.00%−313−92.9%Reduced
Clearstead Advisors, LLC38$1.00K0.00%+1+2.7%Added
Hudock, Inc.55$1.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC50$1.00K0.00%00.0%Unchanged
Quent Capital, LLC56$1.00K0.00%+56New
Umb Bank N A83$2.00K0.00%−26−23.9%Reduced
American National Bank91$2.00K0.00%00.0%Unchanged
Rise Advisors, LLC94$2.00K0.00%+1+1.1%Added
M&R Capital Management Inc100$2.00K0.00%00.0%Unchanged
Evoke Wealth, LLC69$2.00K0.00%+1+1.5%Added
Lee Financial Co60$2.00K0.00%+60New
Horan Securities, Inc.56$2.00K0.00%+56New
Parkside Financial Bank & Trust127$3.00K0.00%−11−8.0%Reduced
Aspire Private Capital, LLC125$3.00K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota131$3.00K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC98$3.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC107$3.00K0.00%+1+0.9%Added
PSI Advisors, LLC105$3.00K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC124$3.00K0.00%+124New
CX Institutional113$3.00K0.00%+113New
Creative Financial Designs Inc150$4.00K0.00%−5,855−97.5%Reduced
Institutional & Family Asset Management, LLC154$4.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc135$4.00K0.00%+1+0.7%Added
Caldwell Trust Co166$4.33K0.00%−50−23.1%Reduced
Cambridge Trust Co185$5.00K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.200$5.00K0.00%+200New
Ellevest, Inc.228$6.00K0.00%+8+3.6%Added
CoreCap Advisors, LLC240$6.00K0.00%+240New
AdvisorNet Financial, Inc255$7.00K0.00%−704−73.4%Reduced
Earnest Partners LLC268$7.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC300$8.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC300$8.00K0.00%00.0%Unchanged
Larson Financial Group LLC300$8.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC306$8.00K0.00%+4+1.3%Added
Bell Investment Advisors, Inc314$8.00K0.00%+314New
Retirement Group, LLC329$9.00K0.00%+17+5.4%Added
Lindbrook Capital, LLC345$9.00K0.00%+68+24.5%Added
Ahrens Investment Partners LLC400$10.0K0.00%−200−33.3%Reduced
Byrne Asset Management LLC400$10.0K0.01%00.0%Unchanged
Citizens National Bank Trust Department415$11.0K0.00%00.0%Unchanged
Bogart Wealth, LLC460$12.0K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC449$12.0K0.00%+164+57.5%Added
Bessemer Group Inc500$13.0K0.00%00.0%Unchanged
Covington Capital Management500$13.0K0.00%00.0%Unchanged
Hoey Investments, Inc500$13.0K0.01%00.0%Unchanged
South State Corp.520$14.0K0.00%−2,818−84.4%Reduced
BerganKDV Wealth Management, LLC558$15.0K0.00%+7+1.3%Added
Patriot Financial Group Insurance Agency, LLC600$16.0K0.00%00.0%Unchanged
Allworth Financial LP596$16.0K0.00%+4+0.7%Added
Wolff Wiese Magana LLC662$17.0K0.01%+662New
Heritage Wealth Advisors700$18.0K0.00%00.0%Unchanged
American Portfolios Advisors692$18.0K0.00%−300−30.2%Reduced
Old Second National Bank of Aurora729$19.0K0.01%00.0%Unchanged
Lazard Asset Management LLC797$20.0K0.00%−2,679−77.1%Reduced
Cohen & Steers, Inc.824$21.0K0.00%00.0%Unchanged
Smithfield Trust Co800$21.0K0.00%+300+60.0%Added
Tevis Investment Management814$21.0K0.02%+814New
GPS Wealth Strategies Group, LLC900$23.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.873$23.0K0.00%+9+1.0%Added
JJJ Advisors Inc.777$23.0K0.01%+206+36.1%Added
Zullo Investment Group, Inc.948$25.0K0.02%+346+57.5%Added
Farmers & Merchants Investments Inc1,016$26.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.1,000$26.0K0.01%+40+4.2%Added
Harbour Investments, Inc.1,042$27.0K0.00%+1,042New
Burleson & Company, LLC1,100$29.0K0.01%00.0%Unchanged
Meeder Asset Management Inc1,122$29.0K0.00%+365+48.2%Added
Chiron Investment Management, LLC1,188$31.0K0.01%+1,188New
CVA Family Office, LLC1,265$33.0K0.01%+1,265New
Cedar Wealth Management, LLC1,300$34.0K0.02%00.0%Unchanged
Private Trust Co NA1,297$34.0K0.01%+1,297New
Truvestments Capital LLC1,343$35.0K0.02%+1,343New
North Star Investment Management Corp.1,500$39.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,500$39.0K0.00%00.0%Unchanged
Baldwin Brothers Inc1,500$39.0K0.01%+300+25.0%Added
Parallel Advisors, LLC1,669$44.0K0.00%+380+29.5%Added
Proequities, Inc.1,672$44.0K0.00%+1,261+306.8%Added
Covestor Ltd1,820$47.0K0.04%+572+45.8%Added
Clear Street Markets LLC1,900$50.0K0.02%+300+18.8%Added
SeaCrest Wealth Management, LLC1,916$50.0K0.01%+1,916New
CWM, LLC1,956$51.0K0.00%−4,803−71.1%Reduced
Trust Co of Vermont2,000$52.0K0.00%+2,000New
Huntington National Bank2,080$54.0K0.00%−418−16.7%Reduced
Newbridge Financial Services Group, Inc.2,100$55.0K0.03%−257−10.9%Reduced
Edge Capital Group, LLC2,143$56.0K0.01%+2,143New
TD Waterhouse Canada Inc.2,158$58.0K0.00%+11+0.5%Added
EverSource Wealth Advisors, LLC2,265$59.0K0.02%+2,265New
Cullen/Frost Bankers, Inc.2,400$63.0K0.00%00.0%Unchanged
Accel Wealth Management2,739$74.0K0.04%−901−24.8%Reduced
Sutton Wealth Advisors Inc.2,920$76.2K0.03%+2,913+41,614.3%Added
Spirit of America Management Corp3,000$78.0K0.02%00.0%Unchanged
Global Retirement Partners, LLC3,140$82.0K0.01%+112+3.7%Added
Fifth Third Bancorp3,379$88.0K0.00%+605+21.8%Added
Quadrant Capital Group LLC3,435$90.0K0.01%+971+39.4%Added
Albion Financial Group3,758$98.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,782$98.0K0.01%00.0%Unchanged
Benjamin Edwards Inc3,986$104.0K0.03%−433−9.8%Reduced
Montag A & Associates Inc4,000$106.0K0.01%00.0%Unchanged