Capital Square Discloses $170M in Equity Holdings for Q1 2025

Capital Square is managing $170 million in equity positions as of the end of Q1 2025. In a newly filed Form 13F with the SEC, the Chattanooga-based investment firm outlined its public equity holdings across 191 distinct positions. The report reflects Capital Square’s approach to direct portfolio oversight, with no third-party managers listed.

Every position included in the filing is managed in-house. That means clients and stakeholders can evaluate the firm’s portfolio decisions based on a single, centralized strategy. The data also shows that Capital Square continues to maintain a broad equity footprint—an average position value of just under $900,000 points to a well-distributed investment approach.

This filing gives a clear view into how Capital Square was positioned in the public markets at the close of March. While it doesn’t detail sector or issuer breakdowns, the number of holdings and total reported value offer a meaningful snapshot. For anyone tracking institutional trends, these 13F reports serve as a reliable touchpoint.

The form was signed and submitted by Chief Operating Officer Notley Maddox on May 14, with no amendments or corrections flagged. That signals a standard quarterly filing, delivered on time and in line with SEC requirements.

Capital Square’s update gives market participants a consistent source of insight. For investment professionals watching institutional activity, filings like this one help inform decisions and track capital flows across the equity landscape.