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SRC

SPIRIT REALTY CAPITAL, INC.
SRC

Delisted

SRC was delisted on the 22nd of January, 2024.

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316 hedge funds and large institutions have $5.56B invested in SPIRIT REALTY CAPITAL, INC. in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $5.81M | Put options by funds: $2.38M

92% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 25

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

24% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 102

14% more capital invested

Capital invested by funds: $4.88B → $5.56B (+$680M)

7% more funds holding

Funds holding: 294 → 316 (+22)

Holders
316
Holders Change
+22
Holders Change %
+7.48%
% of All Funds
5.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
48
Increased
126
Reduced
102
Closed
25
Calls
$5.81M
Puts
$2.38M
Net Calls
+$3.43M
Net Calls Change
+$1.72M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$61.6M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$44M
3
LPC
Long Pond Capital
New York
+$37.8M
4
WCP
Waterfront Capital Partners
New York
+$32.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$28.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$171M
2
BC
Brookfield Corp
Ontario, Canada
-$41.8M
3
WMSA
Weiss Multi-Strategy Advisers
New York
-$27.6M
4
ACM
AEW Capital Management
Massachusetts
-$23.1M
5
BlackRock
BlackRock
New York
-$17.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMAS
251
PNC Managed Account Solutions
Texas
$227K +$222K +4,736 New
CWS
252
Cypress Wealth Services
California
$221K +$216K +4,613 New
AIM
253
Aigen Investment Management
New York
$219K +$215K +4,583 New
GWM
254
Geneos Wealth Management
Colorado
$215K -$4.73K -101 -2%
PFGIA
255
Patriot Financial Group Insurance Agency
Massachusetts
$213K +$90.8K +1,939 +77%
BC
256
Bridgefront Capital
Texas
$207K +$202K +4,319 New
GT
257
Greenleaf Trust
Michigan
$206K +$202K +4,305 New
PS
258
Planned Solutions
California
$204K +$200K +4,259 New
TF
259
Trek Financial
Arizona
$204K +$200K +4,272 New
Verition Fund Management
260
Verition Fund Management
Connecticut
$203K +$198K +4,235 New
HAG
261
HighPoint Advisor Group
Illinois
$201K +$197K +4,210 New
SOAMC
262
Spirit of America Management Corp
New York
$191K – – –
IA
263
IFP Advisors
Florida
$188K +$31.1K +663 +20%
ASN
264
Advisory Services Network
Georgia
$151K +$148K +3,151 New
CCMW
265
Cypress Capital Management (Wyoming)
Wyoming
$150K – – –
EIP
266
Ellis Investment Partners
Pennsylvania
$138K – – –
Simplex Trading
267
Simplex Trading
Illinois
$107K +$105K +2,245 New
EI
268
Ellevest Inc
New York
$100K -$843 -18 -0.9%
TFGT
269
TS Financial Group (TSFG)
Illinois
$96K – – –
FI
270
FormulaFolio Investments
Michigan
$84K – – –
S
271
SignatureFD
Georgia
$84K +$15.8K +338 +24%
CI Investments Inc
272
CI Investments Inc
Ontario, Canada
$71K +$26.3K +561 +61%
QCG
273
Quadrant Capital Group
Ohio
$67K -$6.89K -147 -9%
QT
274
Quantbot Technologies
New York
$66K +$65.1K +1,390 New
PFPT
275
Pinnacle Financial Partners (Tennessee)
Tennessee
$53K – – –
9 10
11
12 13

SRC Hedge Fund Activity: Q2 2021 in Review

316 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SPIRIT REALTY CAPITAL, INC. (SRC) for Q2 2021, worth a combined $5.56B — up 14% from $4.88B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SRC positions and 25 closed out — a net gain of 23 holders — while 126 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.6M. The largest seller was Cohen & Steers, cutting an estimated $171M.

  • 316 institutional investors held SPIRIT REALTY CAPITAL, INC. (SRC) as of Q2 2021, up from 294 in Q1 2021.
  • Funds reported $5.56B of SPIRIT REALTY CAPITAL, INC. stock for Q2 2021, up 14% quarter-over-quarter.
  • 48 funds opened new SPIRIT REALTY CAPITAL, INC. positions in Q2 2021 and 25 closed out, a net change of +23 holders.
  • The largest SPIRIT REALTY CAPITAL, INC. buyer in Q2 2021 was Morgan Stanley, an estimated $61.6M added.
  • The largest SPIRIT REALTY CAPITAL, INC. seller in Q2 2021 was Cohen & Steers, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2021.