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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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