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Alliance Wealth Advisors (Utah)’s Simon Property Group SPG Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$309K Sell
1,383
-79
-5% -$16.3K 0.06% 188
2026
Q1 		$273K Sell
1,462
-212
-13% -$40.4K 0.06% 205
2025
Q4 		$310K Sell
1,674
-388
-19% -$70.5K 0.07% 210
2025
Q3 		$387K Buy
2,062
+7
+0.3% +$1.21K 0.09% 201
2025
Q2 		$330K Buy
2,055
+111
+6% +$17.5K 0.08% 210
2025
Q1 		$323K Buy
1,944
+366
+23% +$64K 0.08% 204
2024
Q4 		$272K Buy
1,578
+30
+2% +$5.26K 0.07% 226
2024
Q3 		$262K Buy
+1,548
New +$245K 0.07% 219

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

Alliance Wealth Advisors (Utah)'s SPG Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Simon Property Group (SPG) stake by 5.4% in Q2 2026, selling an estimated $16.3K and leaving 1,383 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #188.

Alliance Wealth Advisors (Utah) first reported a position in SPG in Q3 2024 and has held it in 8 quarters since. The position peaked at $387K in Q3 2025. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,383 shares of Simon Property Group worth $309K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 79 Simon Property Group shares in Q2 2026, an estimated $16.3K.
  • Simon Property Group made up 0.06% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #188 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Simon Property Group in Q3 2024 and has held it in 8 quarters since.
  • Alliance Wealth Advisors (Utah)'s Simon Property Group position peaked at $387K in Q3 2025.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.