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Accuvest Global Advisors’s Simon Property Group SPG Stock Holding History

Accuvest Global Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Buy
+1,352
New +$278K 0.26% 65
2025
Q4 		– Sell
-1,479
Closed -$278K – 98
2025
Q3 		$278K Sell
1,479
-77
-5% -$13.3K 0.17% 52
2025
Q2 		$250K Sell
1,556
-1,442
-48% -$228K 0.16% 59
2025
Q1 		$498K Buy
+2,998
New +$524K 0.42% 37
2024
Q4 		– Sell
-2,245
Closed -$564K – 62
2024
Q3 		$564K Buy
+2,245
New +$355K 0.48% 36
2024
Q2 		– Sell
-3,982
Closed -$623K – 103
2024
Q1 		$623K Buy
3,982
+995
+33% +$146K 0.27% 64
2023
Q4 		$426K Sell
2,987
-1,873
-39% -$226K 0.45% 42
2023
Q3 		$525K Sell
4,860
-147
-3% -$17.2K 0.29% 64
2023
Q2 		$578K Buy
5,007
+1,049
+27% +$114K 0.3% 63
2023
Q1 		$443K Sell
3,958
-8,360
-68% -$998K 0.2% 80
2022
Q4 		$1.45M Buy
12,318
+5,611
+84% +$624K 0.48% 44
2022
Q3 		$602K Buy
6,707
+469
+8% +$48K 0.41% 49
2022
Q2 		$592K Buy
6,238
+1,257
+25% +$144K 0.38% 53
2022
Q1 		$655K Buy
4,981
+2,619
+111% +$373K 0.33% 56
2021
Q4 		$377K Buy
+2,362
New +$361K 0.17% 79
2020
Q1 		– Sell
-90
Closed -$13K – 73
2019
Q4 		$13K Buy
90
+12
+15% +$1.8K 0.03% 53
2019
Q3 		$12K Sell
78
-2,428
-97% -$378K 0.02% 65
2019
Q2 		$400K Buy
+2,506
New +$432K 0.23% 79
2013
Q4 		– Sell
-2,339
Closed -$326K – 80
2013
Q3 		$326K Buy
+2,339
New +$340K 0.08% 50

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accuvest Global Advisors's SPG Position: Q2 2026 in Review

Accuvest Global Advisors opened a new position in Simon Property Group (SPG) in Q2 2026: 1,352 shares worth $302K. The stake represents 0.26% of the portfolio and ranks #65 among its holdings. This is a return to the name: Accuvest Global Advisors previously reported a position in SPG as recently as Q3 2025.

Accuvest Global Advisors first reported a position in SPG in Q3 2013 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2022. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Accuvest Global Advisors held 1,352 shares of Simon Property Group worth $302K as of Q2 2026.
  • Simon Property Group was a new Accuvest Global Advisors position in Q2 2026.
  • Simon Property Group made up 0.26% of Accuvest Global Advisors's portfolio in Q2 2026, its #65 holding.
  • Accuvest Global Advisors first reported a position in Simon Property Group in Q3 2013 and has held it in 19 quarters since.
  • Accuvest Global Advisors's Simon Property Group position peaked at $1.45M in Q4 2022.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Accuvest Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.