Capstone Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,739
| Closed | -$473K | – | 2058 |
|
|
2025
Q2 | $440K | Sell |
2,739
-440
| -14% | -$69.5K | ﹤0.01% | 1196 |
|
|
2025
Q1 | $528K | Buy |
+3,179
| New | +$556K | ﹤0.01% | 1064 |
|
|
2024
Q4 | – | Sell |
-1,811
| Closed | -$318K | – | 2002 |
|
|
2024
Q3 | $306K | Buy |
1,811
+823
| +83% | +$130K | ﹤0.01% | 1409 |
|
|
2024
Q2 | $150K | Buy |
+988
| New | +$146K | ﹤0.01% | 1826 |
|
|
2024
Q1 | – | Sell |
-1,082
| Closed | -$159K | – | 2530 |
|
|
2023
Q4 | $154K | Sell |
1,082
-13,003
| -92% | -$1.57M | ﹤0.01% | 1850 |
|
|
2023
Q3 | $1.52M | Buy |
14,085
+9,306
| +195% | +$1.09M | 0.01% | 824 |
|
|
2023
Q2 | $552K | Sell |
4,779
-1,514
| -24% | -$165K | ﹤0.01% | 1114 |
|
|
2023
Q1 | $705K | Sell |
6,293
-21,715
| -78% | -$2.59M | ﹤0.01% | 899 |
|
|
2022
Q4 | $3.29M | Sell |
28,008
-47,903
| -63% | -$5.32M | 0.02% | 531 |
|
|
2022
Q3 | $6.81M | Buy |
75,911
+19,545
| +35% | +$2M | 0.04% | 327 |
|
|
2022
Q2 | $5.35M | Buy |
56,366
+23,142
| +70% | +$2.65M | 0.03% | 394 |
|
|
2022
Q1 | $4.37M | Buy |
+33,224
| New | +$4.73M | 0.01% | 752 |
|
|
2021
Q3 | – | Sell |
-1,436
| Closed | -$187K | – | 2068 |
|
|
2021
Q2 | $187K | Sell |
1,436
-1,023
| -42% | -$127K | ﹤0.01% | 1512 |
|
|
2021
Q1 | $280K | Sell |
2,459
-148,654
| -98% | -$15.5M | ﹤0.01% | 1371 |
|
|
2020
Q4 | $12.9M | Buy |
151,113
+20,214
| +15% | +$1.54M | 0.04% | 336 |
|
|
2020
Q3 | $8.47M | Buy |
130,899
+21,954
| +20% | +$1.44M | 0.04% | 365 |
|
|
2020
Q2 | $7.45M | Sell |
108,945
-3,840
| -3% | -$241K | 0.05% | 323 |
|
|
2020
Q1 | $6.19M | Buy |
112,785
+75,541
| +203% | +$9.03M | 0.1% | 225 |
|
|
2019
Q4 | $5.55M | Buy |
37,244
+23,895
| +179% | +$3.58M | 0.03% | 524 |
|
|
2019
Q3 | $2.08M | Sell |
13,349
-16,980
| -56% | -$2.64M | 0.01% | 721 |
|
|
2019
Q2 | $4.84M | Buy |
30,329
+25,979
| +597% | +$4.47M | 0.04% | 468 |
|
|
2019
Q1 | $793K | Buy |
4,350
+3,185
| +273% | +$566K | 0.01% | 878 |
|
|
2018
Q4 | $196K | Sell |
1,165
-1,485
| -56% | -$265K | ﹤0.01% | 1032 |
|
|
2018
Q3 | $468K | Buy |
2,650
+1,448
| +120% | +$256K | 0.01% | 817 |
|
|
2018
Q2 | $205K | Buy |
+1,202
| New | +$191K | ﹤0.01% | 573 |
|
|
2017
Q1 | – | Sell |
-872
| Closed | -$154K | – | 1102 |
|
|
2016
Q4 | $154K | Buy |
+872
| New | +$162K | ﹤0.01% | 843 |
|
Other funds holding SPG
VPM
VCM
Capstone Investment Advisors's SPG Position: Q3 2025 in Review
Capstone Investment Advisors sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 2,739 shares — an estimated $473K sold.
Capstone Investment Advisors first reported a position in SPG in Q4 2016 and held it in 26 quarters. The position peaked at $12.9M in Q4 2020. 1,220 funds tracked by Wall St. Rank hold SPG as of Q3 2025.
- Capstone Investment Advisors reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
- Capstone Investment Advisors sold 2,739 Simon Property Group shares in Q3 2025, an estimated $473K.
- Capstone Investment Advisors first reported a position in Simon Property Group in Q4 2016 and held it in 26 quarters.
- Capstone Investment Advisors's Simon Property Group position peaked at $12.9M in Q4 2020.
- 1,220 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.
Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.