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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.23M | Buy |
6,600
+2,800
| +74% | +$534K | ﹤0.01% | 788 |
|
|
2025
Q4 | $703K | Sell |
3,800
-5,800
| -60% | -$1.05M | ﹤0.01% | 1009 |
|
|
2025
Q3 | $1.8M | Buy |
9,600
+2,400
| +33% | +$414K | ﹤0.01% | 797 |
|
|
2025
Q2 | $1.16M | Sell |
7,200
-2,900
| -29% | -$458K | ﹤0.01% | 809 |
|
|
2025
Q1 | $1.68M | Sell |
10,100
-10,800
| -52% | -$1.89M | ﹤0.01% | 732 |
|
|
2024
Q4 | $3.6M | Buy |
20,900
+5,700
| +38% | +$1M | 0.01% | 655 |
|
|
2024
Q3 | $2.57M | Buy |
15,200
+1,700
| +13% | +$269K | 0.01% | 654 |
|
|
2024
Q2 | $2.05M | Buy |
13,500
+800
| +6% | +$118K | 0.01% | 717 |
|
|
2024
Q1 | $1.99M | Sell |
12,700
-8,300
| -40% | -$1.22M | 0.01% | 783 |
|
|
2023
Q4 | $3M | Buy |
21,000
+5,600
| +36% | +$677K | 0.01% | 687 |
|
|
2023
Q3 | $1.66M | Buy |
15,400
+1,500
| +11% | +$176K | 0.01% | 793 |
|
|
2023
Q2 | $1.61M | Buy |
13,900
+1,700
| +14% | +$185K | 0.01% | 705 |
|
|
2023
Q1 | $1.37M | Buy |
12,200
+1,400
| +13% | +$167K | 0.01% | 700 |
|
|
2022
Q4 | $1.27M | Buy |
10,800
+1,900
| +21% | +$211K | 0.01% | 857 |
|
|
2022
Q3 | $799K | Buy |
8,900
+1,700
| +24% | +$174K | ﹤0.01% | 1114 |
|
|
2022
Q2 | $683K | Sell |
7,200
-19,900
| -73% | -$2.28M | ﹤0.01% | 1144 |
|
|
2022
Q1 | $3.56M | Buy |
27,100
+4,800
| +22% | +$684K | 0.01% | 819 |
|
|
2021
Q4 | $3.56M | Sell |
22,300
-35,900
| -62% | -$5.48M | 0.01% | 931 |
|
|
2021
Q3 | $7.56M | Buy |
58,200
+13,600
| +30% | +$1.77M | 0.02% | 708 |
|
|
2021
Q2 | $5.82M | Sell |
44,600
-48,100
| -52% | -$5.98M | 0.01% | 688 |
|
|
2021
Q1 | $10.5M | Buy |
92,700
+42,300
| +84% | +$4.41M | 0.03% | 453 |
|
|
2020
Q4 | $4.3M | Sell |
50,400
-15,600
| -24% | -$1.19M | 0.01% | 645 |
|
|
2020
Q3 | $4.27M | Buy |
66,000
+21,100
| +47% | +$1.38M | 0.02% | 555 |
|
|
2020
Q2 | $3.07M | Sell |
44,900
-4,400
| -9% | -$276K | 0.02% | 574 |
|
|
2020
Q1 | $2.71M | Sell |
49,300
-4,100
| -8% | -$490K | 0.04% | 432 |
|
|
2019
Q4 | $7.95M | Buy |
53,400
+20,200
| +61% | +$3.03M | 0.04% | 418 |
|
|
2019
Q3 | $5.17M | Buy |
33,200
+13,400
| +68% | +$2.08M | 0.04% | 428 |
|
|
2019
Q2 | $3.16M | Buy |
19,800
+6,500
| +49% | +$1.12M | 0.02% | 607 |
|
|
2019
Q1 | $2.42M | Buy |
13,300
+7,600
| +133% | +$1.35M | 0.02% | 536 |
|
|
2018
Q4 | $958K | Buy |
5,700
+2,100
| +58% | +$375K | 0.01% | 625 |
|
|
2018
Q3 | $636K | Buy |
+3,600
| New | +$637K | 0.01% | 728 |
|
|
2017
Q1 | – | Sell |
-1,400
| Closed | -$248K | – | 1101 |
|
|
2016
Q4 | $248K | Buy |
+1,400
| New | +$260K | 0.01% | 773 |
|
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.