Advisory Alpha’s Simon Property Group SPG Stock Holding History

Advisory Alpha’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	$505K	Buy	2,254 +281	+14%	+$57.8K	0.01%	368
2026 Q1	$368K	Buy	+1,973	New	+$376K	0.01%	401
2020 Q2	–	Sell	-42	Closed	-$2.23K	–	532
2020 Q1	$2.23K	Buy	+42	New	+$5.02K	﹤0.01%	587
2019 Q4	–	Sell	-4	Closed	-$584	–	907
2019 Q3	$584	Buy	+4	New	+$622	﹤0.01%	793
2019 Q2	–	Sell	-4	Closed	-$695	–	560
2019 Q1	$695	Buy	+4	New	+$711	﹤0.01%	620

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Alpha's SPG Position: Q2 2026 in Review

Advisory Alpha increased its Simon Property Group (SPG) stake by 14% in Q2 2026, buying an estimated $57.8K and bringing the position to 2,254 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #368.

Advisory Alpha first reported a position in SPG in Q1 2019 and has held it in 5 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Advisory Alpha held 2,254 shares of Simon Property Group worth $505K as of Q2 2026.
Advisory Alpha bought 281 Simon Property Group shares in Q2 2026, an estimated $57.8K.
Simon Property Group made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #368 holding.
Advisory Alpha first reported a position in Simon Property Group in Q1 2019 and has held it in 5 quarters since.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.