Position in SPG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$92,297,894
+$14,848,587 QoQ
Shares Held
412,689
-0.6% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#87
of 1,353 holders
Holding Since
Dec 2020
23 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 INC/OK holds $154,295,441 across 2 REIT - Retail names. SPG ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
412,689 | $92,297,894 | |
| 2 | O |
Realty Income Corp
|
1,000,606 | $61,997,547 |
All Filings in SPG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,297,894 | 412,689 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $77,449,307 | 415,211 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $75,265,540 | 406,599 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $75,062,182 | 399,969 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $63,300,214 | 393,756 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $65,052,207 | 391,692 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $55,147,841 | 320,236 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $52,983,882 | 313,477 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $42,249,279 | 278,322 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $42,279,685 | 270,175 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $37,083,261 | 259,978 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $27,202,494 | 251,805 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $29,118,166 | 252,149 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $28,124,736 | 251,181 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $28,765,212 | 244,852 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $21,592,144 | 240,581 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $18,695,348 | 196,959 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $24,276,240 | 184,526 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $29,374,353 | 183,854 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $22,626,607 | 174,091 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $21,867,012 | 167,589 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $18,517,660 | 162,764 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $12,852,292 | 150,707 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||