Capital Advisors Ltd’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 | $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 | – | 405 |
|
|
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
VPM
VCM
