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Capital Advisors Inc’s Simon Property Group SPG Stock Holding History

Capital Advisors Inc’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.3M Sell
412,689
-2,522
-0.6% -$519K 1.36% 20
2026
Q1 		$77.4M Buy
415,211
+8,612
+2% +$1.64M 1.25% 20
2025
Q4 		$75.3M Buy
406,599
+6,630
+2% +$1.2M 1.21% 18
2025
Q3 		$75.1M Buy
399,969
+6,213
+2% +$1.07M 1.26% 19
2025
Q2 		$63.3M Buy
393,756
+2,064
+0.5% +$326K 1.14% 26
2025
Q1 		$65.1M Buy
391,692
+71,456
+22% +$12.5M 1.29% 19
2024
Q4 		$55.1M Buy
320,236
+6,759
+2% +$1.19M 1.1% 27
2024
Q3 		$53M Buy
313,477
+35,155
+13% +$5.57M 1.06% 33
2024
Q2 		$42.2M Buy
278,322
+8,147
+3% +$1.2M 0.87% 45
2024
Q1 		$42.3M Buy
270,175
+10,197
+4% +$1.5M 0.91% 44
2023
Q4 		$37.1M Buy
259,978
+8,173
+3% +$988K 0.83% 46
2023
Q3 		$27.2M Sell
251,805
-344
-0.1% -$40.3K 0.71% 58
2023
Q2 		$29.1M Buy
252,149
+968
+0.4% +$105K 0.74% 56
2023
Q1 		$28.1M Buy
251,181
+6,329
+3% +$756K 0.76% 55
2022
Q4 		$28.8M Buy
244,852
+4,271
+2% +$475K 0.82% 46
2022
Q3 		$23.1M Buy
240,581
+43,622
+22% +$4.46M 0.72% 53
2022
Q2 		$18.7M Buy
196,959
+12,433
+7% +$1.42M 0.56% 67
2022
Q1 		$24.3M Buy
184,526
+672
+0.4% +$95.7K 0.67% 61
2021
Q4 		$29.4M Buy
183,854
+9,763
+6% +$1.49M 0.79% 52
2021
Q3 		$22.6M Buy
174,091
+6,502
+4% +$846K 0.67% 60
2021
Q2 		$21.9M Buy
167,589
+4,825
+3% +$600K 0.66% 63
2021
Q1 		$18.5M Buy
162,764
+12,057
+8% +$1.26M 0.61% 71
2020
Q4 		$12.9M Buy
+150,707
New +$11.5M 0.46% 80

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Advisors Inc's SPG Position: Q2 2026 in Review

Capital Advisors Inc reduced its Simon Property Group (SPG) stake by 0.61% in Q2 2026, selling an estimated $519K and leaving 412,689 shares worth $92.3M. The position accounts for 1.36% of the portfolio, ranked #20.

Capital Advisors Inc first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. 1,358 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Capital Advisors Inc held 412,689 shares of Simon Property Group worth $92.3M as of Q2 2026.
  • Capital Advisors Inc sold 2,522 Simon Property Group shares in Q2 2026, an estimated $519K.
  • Simon Property Group made up 1.36% of Capital Advisors Inc's portfolio in Q2 2026, its #20 holding.
  • Capital Advisors Inc first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
  • 1,358 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.