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Advisornet Financial’s Simon Property Group SPG Stock Holding History

Advisornet Financial’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
2020
Q1 		– Sell
-200
Closed -$30K – 1921
2019
Q4 		$30K Hold
200
– – ﹤0.01% 1061
2019
Q3 		$31K Buy
+200
New +$31.1K ﹤0.01% 1061

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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. 777 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.
  • 777 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.