Capital Advisors Ltd
SPG icon

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

Capital Advisors Ltd’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
Q3 		$90K Buy
446
+30
+7% +$6.53K 0.01% 414
2026
Q2 		$93K Buy
416
+5
+1% +$1.03K 0.01% 415
2026
Q1 		$77K Buy
411
+68
+20% +$13K 0.01% 427
2025
Q4 		$63K Hold
343
– – 0.01% 451
2025
Q3 		$64K Hold
343
– – 0.01% 436
2025
Q2 		$55K Sell
343
-2
-0.6% -$316 0.01% 452
2025
Q1 		$57K Hold
345
– – 0.01% 433
2024
Q4 		$59K Hold
345
– – 0.01% 425
2024
Q3 		$58K Buy
345
+1
+0.3% +$158 0.01% 431
2024
Q2 		$52K Buy
344
+73
+27% +$10.8K 0.01% 439
2024
Q1 		$42K Buy
271
+5
+2% +$733 0.01% 464
2023
Q4 		$38K Sell
266
-14
-5% -$1.69K 0.01% 465
2023
Q3 		$30K Hold
280
– – ﹤0.01% 491
2023
Q2 		$32K Buy
280
+232
+483% +$25.3K ﹤0.01% 491
2023
Q1 		$5K Sell
48
-259
-84% -$30.9K ﹤0.01% 704
2022
Q4 		$11K Buy
307
+259
+540% +$28.8K ﹤0.01% 547
2022
Q3 		$4K Hold
48
– – ﹤0.01% 703
2022
Q2 		$5K Hold
48
– – ﹤0.01% 580
2022
Q1 		$6K Sell
48
-5
-9% -$712 ﹤0.01% 576
2021
Q4 		$8K Buy
+53
New +$8.09K ﹤0.01% 538
2017
Q4 		– Sell
-171
Closed -$28K – 404
2017
Q3 		$28K Hold
171
– – 0.01% 259
2017
Q2 		$28K Hold
171
– – 0.01% 260
2017
Q1 		$29K Hold
171
– – 0.01% 234
2016
Q4 		$30K Hold
171
– – 0.01% 229
2016
Q3 		$35K Hold
171
– – 0.02% 217
2016
Q2 		$37K Buy
+171
New +$34.9K 0.02% 209

Other funds holding SPG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Capital Advisors Ltd's SPG Position: Q3 2026 in Review

Capital Advisors Ltd increased its Simon Property Group (SPG) stake by 7.2% in Q3 2026, buying an estimated $6.53K and bringing the position to 446 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #414.

Capital Advisors Ltd first reported a position in SPG in Q2 2016 and has held it in 26 quarters since. The position peaked at $93K in Q2 2026. 576 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Capital Advisors Ltd held 446 shares of Simon Property Group worth $90K as of Q3 2026.
  • Capital Advisors Ltd bought 30 Simon Property Group shares in Q3 2026, an estimated $6.53K.
  • Simon Property Group made up 0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #414 holding.
  • Capital Advisors Ltd first reported a position in Simon Property Group in Q2 2016 and has held it in 26 quarters since.
  • Capital Advisors Ltd's Simon Property Group position peaked at $93K in Q2 2026.
  • 576 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.