Capital Advisors, Ltd. LLC
Position in SPG — Simon Property Group Inc.
CIK 1597878
SHAKER HEIGHTS, OH
Position in SPG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$93,038
+$16,375 QoQ
Shares Held
416
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,125
of 1,353 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $304,479 across 10 REIT - Retail names. SPG ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
416 | $93,038 | |
| 2 | O |
Realty Income Corp
|
1,039 | $64,376 | |
| 3 | NNN |
Nnn REIT, Inc.
|
1,356 | $63,094 | |
| 4 | ADC |
Agree Realty Corp
|
750 | $56,805 | |
| 5 | KIM |
Kimco Realty Corp
|
572 | $14,500 | |
| 6 | REG |
Regency Centers Corp
|
87 | $6,937 | |
| 7 | ALX |
Alexanders Inc
|
17 | $4,684 | |
| 8 | MAC |
Macerich Co
|
25 | $629 |
All Filings in SPG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,038 | 416 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $76,663 | 411 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $63,492 | 343 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $64,370 | 343 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $55,140 | 343 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $57,297 | 345 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $59,412 | 345 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $58,311 | 345 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $52,219 | 344 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $42,408 | 271 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $37,942 | 266 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $30,248 | 280 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $32,334 | 280 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,374 | 48 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $11 | 307 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,308 | 48 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,556 | 48 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,314 | 48 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,467 | 53 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||