Advisornet Financial’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38.7K | Sell |
173
-57
| -25% | -$11.7K | ﹤0.01% | 1205 |
|
|
2026
Q1 | $42.8K | Sell |
230
-2
| -0.9% | -$381 | ﹤0.01% | 1100 |
|
|
2025
Q4 | $42.9K | Buy |
232
+1
| +0.4% | +$182 | ﹤0.01% | 1098 |
|
|
2025
Q3 | $43.4K | Buy |
231
+43
| +23% | +$7.42K | ﹤0.01% | 1074 |
|
|
2025
Q2 | $30.2K | Sell |
188
-30
| -14% | -$4.74K | ﹤0.01% | 1153 |
|
|
2025
Q1 | $36.2K | Buy |
218
+95
| +77% | +$16.6K | ﹤0.01% | 1022 |
|
|
2024
Q4 | $21.2K | Sell |
123
-53
| -30% | -$9.3K | ﹤0.01% | 1115 |
|
|
2024
Q3 | $29.7K | Buy |
176
+5
| +3% | +$792 | ﹤0.01% | 1070 |
|
|
2024
Q2 | $26K | Sell |
171
-5
| -3% | -$737 | ﹤0.01% | 1016 |
|
|
2024
Q1 | $27.5K | Buy |
176
+11
| +7% | +$1.61K | ﹤0.01% | 988 |
|
|
2023
Q4 | $23.5K | Sell |
165
-60
| -27% | -$7.25K | ﹤0.01% | 1032 |
|
|
2023
Q3 | $24.3K | Buy |
225
+52
| +30% | +$6.09K | ﹤0.01% | 975 |
|
|
2023
Q2 | $20K | Sell |
173
-303
| -64% | -$33K | ﹤0.01% | 1095 |
|
|
2023
Q1 | $53.3K | Sell |
476
-27
| -5% | -$3.22K | ﹤0.01% | 781 |
|
|
2022
Q4 | $59.1K | Sell |
503
-1,832
| -78% | -$204K | 0.01% | 747 |
|
|
2022
Q3 | $210K | Buy |
2,335
+312
| +15% | +$31.9K | 0.02% | 496 |
|
|
2022
Q2 | $192K | Buy |
2,023
+182
| +10% | +$20.9K | 0.02% | 511 |
|
|
2022
Q1 | $242K | Buy |
1,841
+1,241
| +207% | +$177K | 0.02% | 513 |
|
|
2021
Q4 | $96K | Buy |
600
+150
| +33% | +$22.9K | 0.01% | 829 |
|
|
2021
Q3 | $58K | Hold |
450
| – | – | ﹤0.01% | 963 |
|
|
2021
Q2 | $59K | Hold |
450
| – | – | ﹤0.01% | 936 |
|
|
2021
Q1 | $51K | Hold |
450
| – | – | ﹤0.01% | 933 |
|
|
2020
Q4 | $38K | Hold |
450
| – | – | ﹤0.01% | 954 |
|
|
2020
Q3 | $29K | Sell |
450
-1,295
| -74% | -$84.9K | ﹤0.01% | 993 |
|
|
2020
Q2 | $119K | Buy |
1,745
+578
| +50% | +$36.3K | 0.01% | 624 |
|
|
2020
Q1 | $64K | Buy |
1,167
+1,035
| +784% | +$124K | 0.01% | 725 |
|
|
2019
Q4 | $20K | Sell |
132
-1,405
| -91% | -$211K | ﹤0.01% | 1188 |
|
|
2019
Q3 | $239K | Buy |
1,537
+1,487
| +2,974% | +$231K | 0.02% | 466 |
|
|
2019
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q1 | $9K | Hold |
50
| – | – | ﹤0.01% | 1212 |
|
|
2018
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 1154 |
|
|
2018
Q3 | $9K | Buy |
+50
| New | +$8.84K | ﹤0.01% | 1157 |
|
|
2018
Q1 | – | Sell |
-107
| Closed | -$18K | – | 1455 |
|
|
2017
Q4 | $18K | Buy |
+107
| New | +$17.4K | ﹤0.01% | 886 |
|
Other funds holding SPG
Advisornet Financial's SPG Position: Q2 2026 in Review
Advisornet Financial reduced its Simon Property Group (SPG) stake by 25% in Q2 2026, selling an estimated $11.7K and leaving 173 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.
Advisornet Financial first reported a position in SPG in Q4 2017 and has held it in 33 quarters since. The position peaked at $242K in Q1 2022. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Advisornet Financial held 173 shares of Simon Property Group worth $38.7K as of Q2 2026.
- Advisornet Financial sold 57 Simon Property Group shares in Q2 2026, an estimated $11.7K.
- Simon Property Group made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1205 holding.
- Advisornet Financial first reported a position in Simon Property Group in Q4 2017 and has held it in 33 quarters since.
- Advisornet Financial's Simon Property Group position peaked at $242K in Q1 2022.
- 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.