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Allworth Financial’s Simon Property Group SPG Stock Holding History

Allworth 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
2026
Q2 		$4.08M Sell
18,256
-1,353
-7% -$278K 0.02% 389
2026
Q1 		$3.66M Sell
19,609
-1,214
-6% -$232K 0.01% 411
2025
Q4 		$3.85M Sell
20,823
-243
-1% -$44.1K 0.02% 407
2025
Q3 		$3.95M Buy
21,066
+72
+0.3% +$12.4K 0.02% 363
2025
Q2 		$3.38M Buy
20,994
+16,744
+394% +$2.65M 0.02% 379
2025
Q1 		$664K Buy
4,250
+1,098
+35% +$192K ﹤0.01% 626
2024
Q4 		$545K Buy
3,152
+1,842
+141% +$323K ﹤0.01% 669
2024
Q3 		$221K Buy
1,310
+181
+16% +$28.7K ﹤0.01% 790
2024
Q2 		$173K Buy
1,129
+54
+5% +$7.96K ﹤0.01% 867
2024
Q1 		$168K Buy
1,075
+280
+35% +$41.1K ﹤0.01% 835
2023
Q4 		$113K Sell
795
-345
-30% -$41.7K ﹤0.01% 906
2023
Q3 		$123K Buy
1,140
+130
+13% +$15.2K ﹤0.01% 810
2023
Q2 		$117K Buy
1,010
+272
+37% +$29.6K ﹤0.01% 842
2023
Q1 		$82.6K Buy
738
+109
+17% +$13K ﹤0.01% 914
2022
Q4 		$73.9K Buy
629
+139
+28% +$15.4K ﹤0.01% 894
2022
Q3 		$44K Buy
490
+175
+56% +$17.9K ﹤0.01% 1003
2022
Q2 		$30K Sell
315
-241
-43% -$27.6K ﹤0.01% 1089
2022
Q1 		$73K Buy
556
+550
+9,167% +$78.4K ﹤0.01% 797
2021
Q4 		$1K Buy
6
+3
+100% +$458 ﹤0.01% 1859
2021
Q3 		$0 Buy
+3
New +$390 ﹤0.01% 1967
2018
Q2 		– Sell
-1
Closed – – 1008
2018
Q1 		$0 Sell
1
-1
-50% -$159 ﹤0.01% 868
2017
Q4 		$0 Buy
+2
New +$325 ﹤0.01% 813
2017
Q2 		– Sell
-3
Closed -$1K – 819
2017
Q1 		$1K Buy
+3
New +$536 ﹤0.01% 717
2016
Q4 		– Sell
-6
Closed -$1K – 735
2016
Q3 		$1K Buy
+6
New +$1.3K ﹤0.01% 662

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

Allworth Financial's SPG Position: Q2 2026 in Review

Allworth Financial reduced its Simon Property Group (SPG) stake by 6.9% in Q2 2026, selling an estimated $278K and leaving 18,256 shares worth $4.08M. The position accounts for 0.02% of the portfolio, ranked #389.

Allworth Financial first reported a position in SPG in Q3 2016 and has held it in 24 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Allworth Financial held 18,256 shares of Simon Property Group worth $4.08M as of Q2 2026.
  • Allworth Financial sold 1,353 Simon Property Group shares in Q2 2026, an estimated $278K.
  • Simon Property Group made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #389 holding.
  • Allworth Financial first reported a position in Simon Property Group in Q3 2016 and has held it in 24 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.