Cape Investment Advisory, Inc.
Position in SPG — Simon Property Group Inc.
CIK 1944437
MCDONOUGH, GA
Position in SPG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$29,521
+$6,013 QoQ
Shares Held
132
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,200
of 1,358 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $358,844 across 3 REIT - Retail names. SPG ranks #2 (8.2% of the industry book) .
All Filings in SPG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,521 | 132 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $23,508 | 127 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,643 | 110 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $19,934 | 124 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $20,427 | 123 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,410 | 14 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,014 | 6 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $910 | 6 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $938 | 6 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $28,242 | 198 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $648 | 6 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $692 | 6 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $671 | 6 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||