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Affinity Investment Advisors’s Simon Property Group SPG Stock Holding History

Affinity Investment 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
Q1 		$1.55M Buy
8,288
+154
+2% +$29.4K 0.97% 38
2025
Q4 		$1.51M Sell
8,134
-412
-5% -$74.8K 1% 33
2025
Q3 		$1.6M Sell
8,546
-10
-0.1% -$1.73K 1.09% 31
2025
Q2 		$1.38M Buy
8,556
+151
+2% +$23.9K 1.04% 35
2025
Q1 		$1.4M Sell
8,405
-679
-7% -$119K 1.14% 26
2024
Q4 		$1.56M Sell
9,084
-2,524
-22% -$443K 1.3% 18
2024
Q3 		$1.96M Sell
11,608
-56
-0.5% -$8.87K 1.35% 20
2024
Q2 		$1.77M Sell
11,664
-329
-3% -$48.5K 1.33% 26
2024
Q1 		$1.88M Sell
11,993
-915
-7% -$134K 1.37% 21
2023
Q4 		$1.84M Sell
12,908
-527
-4% -$63.7K 1.25% 19
2023
Q3 		$1.45M Sell
13,435
-1,480
-10% -$173K 0.94% 28
2023
Q2 		$1.72M Buy
14,915
+1,576
+12% +$172K 1% 26
2023
Q1 		$1.49M Buy
13,339
+8,571
+180% +$1.02M 0.8% 34
2022
Q4 		$560K Hold
4,768
– – 0.26% 133
2022
Q3 		$428K Hold
4,768
– – 0.22% 142
2022
Q2 		$453K Sell
4,768
-626
-12% -$71.7K 0.22% 142
2022
Q1 		$710K Sell
5,394
-57
-1% -$8.12K 0.29% 128
2021
Q4 		$871K Buy
5,451
+1,098
+25% +$168K 0.35% 106
2021
Q3 		$566K Buy
4,353
+63
+1% +$8.2K 0.25% 133
2021
Q2 		$560K Buy
+4,290
New +$533K 0.25% 128

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Affinity Investment Advisors's SPG Position: Q1 2026 in Review

Affinity Investment Advisors increased its Simon Property Group (SPG) stake by 1.9% in Q1 2026, buying an estimated $29.4K and bringing the position to 8,288 shares worth $1.55M. The position accounts for 0.97% of the portfolio, ranked #38.

Affinity Investment Advisors first reported a position in SPG in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.96M in Q3 2024. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Affinity Investment Advisors held 8,288 shares of Simon Property Group worth $1.55M as of Q1 2026.
  • Affinity Investment Advisors bought 154 Simon Property Group shares in Q1 2026, an estimated $29.4K.
  • Simon Property Group made up 0.97% of Affinity Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • Affinity Investment Advisors first reported a position in Simon Property Group in Q2 2021 and has held it in 20 quarters since.
  • Affinity Investment Advisors's Simon Property Group position peaked at $1.96M in Q3 2024.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.