Skip to main content

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by Capital Analysts, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
568
Value
$127.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SPG by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026568$127.0K<0.1%−139−19.7%ReducedHolders
Q1 2026707$132.0K<0.1%−83−10.5%ReducedHolders
Q4 2025790$146.0K<0.1%+73+10.2%AddedHolders
Q3 2025717$134.0K<0.1%−2−0.3%ReducedHolders
Q2 2025719$116.0K<0.1%−7−1.0%ReducedHolders
Q1 2025726$121.0K<0.1%+14+2.0%AddedHolders
Q4 2024712$123.0K<0.1%−34−4.6%ReducedHolders
Q3 2024746$126.0K<0.1%+168+29.1%AddedHolders
Q2 2024578$87.0K<0.1%−71−10.9%ReducedHolders
Q1 2024649$101.0K<0.1%+103+18.9%AddedHolders
Q4 2023546$78.0K<0.1%−44−7.5%ReducedHolders
Q3 2023590$64.0K<0.1%+7+1.2%AddedHolders
Q2 2023583$67.0K<0.1%+6+1.0%AddedHolders
Q1 2023577$65.0K<0.1%−92−13.8%ReducedHolders
Q4 2022669$79.0K<0.1%−76−10.2%ReducedHolders
Q3 2022745$67.0K<0.1%+28+3.9%AddedHolders
Q2 2022717$68.0K<0.1%+66+10.1%AddedHolders
Q1 2022651$86.0K<0.1%−54−7.7%ReducedHolders
Q4 2021705$113.0K<0.1%+140+24.8%AddedHolders
Q3 2021565$73.0K<0.1%+46+8.9%AddedHolders
Q2 2021519$68.0K<0.1%−11−2.1%ReducedHolders
Q1 2021530$60.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.