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Advisors Capital Management, LLC: SPG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on SPG, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 4,201 SPG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,201 shares
    Change vs previous 13F +176 shares

    0.01% of the 13F portfolio, value $939,762.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,025 shares
    Change vs previous 13F -51,773 shares

    0.01% of the 13F portfolio, value $750,809.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 55,798 shares
    Change vs previous 13F +662 shares

    0.12% of the 13F portfolio, value $10,328,892.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,136 shares
    Change vs previous 13F +2,041 shares

    0.13% of the 13F portfolio, value $10,347,381.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,095 shares
    Change vs previous 13F -67,958 shares

    0.12% of the 13F portfolio, value $8,535,596.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 121,053 shares
    Change vs previous 13F -1,922 shares

    0.31% of the 13F portfolio, value $20,104,515.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 122,975 shares
    Change vs previous 13F -10,611 shares

    0.33% of the 13F portfolio, value $21,177,548.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 133,586 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $22,579,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).