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 | $2.98M | Buy |
16,000
+6,500
| +68% | +$1.24M | 0.01% | 537 |
|
|
2025
Q4 | $1.76M | Sell |
9,500
-10,000
| -51% | -$1.82M | ﹤0.01% | 666 |
|
|
2025
Q3 | $3.66M | Buy |
19,500
+6,800
| +54% | +$1.17M | 0.01% | 568 |
|
|
2025
Q2 | $2.04M | Sell |
12,700
-14,900
| -54% | -$2.35M | 0.01% | 638 |
|
|
2025
Q1 | $4.58M | Sell |
27,600
-28,900
| -51% | -$5.05M | 0.01% | 477 |
|
|
2024
Q4 | $9.73M | Buy |
56,500
+16,700
| +42% | +$2.93M | 0.02% | 364 |
|
|
2024
Q3 | $6.73M | Buy |
39,800
+3,700
| +10% | +$586K | 0.02% | 393 |
|
|
2024
Q2 | $5.48M | Buy |
36,100
+3,400
| +10% | +$501K | 0.02% | 431 |
|
|
2024
Q1 | $5.12M | Sell |
32,700
-25,300
| -44% | -$3.71M | 0.02% | 430 |
|
|
2023
Q4 | $8.27M | Buy |
58,000
+16,100
| +38% | +$1.95M | 0.02% | 386 |
|
|
2023
Q3 | $4.53M | Buy |
41,900
+10,900
| +35% | +$1.28M | 0.02% | 455 |
|
|
2023
Q2 | $3.58M | Buy |
31,000
+5,500
| +22% | +$599K | 0.02% | 473 |
|
|
2023
Q1 | $2.86M | Sell |
25,500
-25,800
| -50% | -$3.08M | 0.01% | 497 |
|
|
2022
Q4 | $6.03M | Sell |
51,300
-37,500
| -42% | -$4.17M | 0.04% | 333 |
|
|
2022
Q3 | $7.97M | Buy |
88,800
+2,300
| +3% | +$235K | 0.05% | 279 |
|
|
2022
Q2 | $8.21M | Sell |
86,500
-38,300
| -31% | -$4.39M | 0.04% | 298 |
|
|
2022
Q1 | $16.4M | Sell |
124,800
-205,700
| -62% | -$29.3M | 0.05% | 302 |
|
|
2021
Q4 | $52.8M | Buy |
330,500
+33,800
| +11% | +$5.16M | 0.09% | 189 |
|
|
2021
Q3 | $38.6M | Buy |
296,700
+37,600
| +15% | +$4.89M | 0.08% | 241 |
|
|
2021
Q2 | $33.8M | Sell |
259,100
-33,600
| -11% | -$4.18M | 0.08% | 227 |
|
|
2021
Q1 | $33.3M | Sell |
292,700
-10,900
| -4% | -$1.14M | 0.1% | 188 |
|
|
2020
Q4 | $25.9M | Buy |
303,600
+86,100
| +40% | +$6.57M | 0.09% | 192 |
|
|
2020
Q3 | $14.1M | Buy |
217,500
+21,100
| +11% | +$1.38M | 0.07% | 239 |
|
|
2020
Q2 | $13.4M | Buy |
196,400
+46,100
| +31% | +$2.89M | 0.09% | 191 |
|
|
2020
Q1 | $8.24M | Buy |
150,300
+9,100
| +6% | +$1.09M | 0.13% | 161 |
|
|
2019
Q4 | $21M | Buy |
141,200
+48,200
| +52% | +$7.23M | 0.11% | 192 |
|
|
2019
Q3 | $14.5M | Buy |
93,000
+13,200
| +17% | +$2.05M | 0.1% | 205 |
|
|
2019
Q2 | $12.7M | Buy |
79,800
+20,100
| +34% | +$3.46M | 0.09% | 230 |
|
|
2019
Q1 | $10.9M | Buy |
59,700
+33,100
| +124% | +$5.88M | 0.1% | 197 |
|
|
2018
Q4 | $4.47M | Buy |
26,600
+10,700
| +67% | +$1.91M | 0.06% | 269 |
|
|
2018
Q3 | $2.81M | Buy |
15,900
+11,900
| +298% | +$2.1M | 0.03% | 363 |
|
|
2018
Q2 | $681K | Buy |
+4,000
| New | +$636K | 0.01% | 447 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$176K | – | 1103 |
|
|
2016
Q4 | $176K | Buy |
+1,000
| New | +$186K | 0.01% | 834 |
|
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.