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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
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

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 Ltd's SPG Position: Q2 2026 in Review

Capital Advisors Ltd increased its Simon Property Group (SPG) stake by 1.2% in Q2 2026, buying an estimated $1.03K and bringing the position to 416 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #415.

Capital Advisors Ltd first reported a position in SPG in Q2 2016 and has held it in 25 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Capital Advisors Ltd held 416 shares of Simon Property Group worth $93K as of Q2 2026.
  • Capital Advisors Ltd bought 5 Simon Property Group shares in Q2 2026, an estimated $1.03K.
  • Simon Property Group made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #415 holding.
  • Capital Advisors Ltd first reported a position in Simon Property Group in Q2 2016 and has held it in 25 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.