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AlphaCore Capital’s Simon Property Group SPG Stock Holding History

AlphaCore Capital’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 		$506K Buy
+2,262
New +$465K 0.01% 684
2026
Q1 		– Sell
-1,126
Closed -$208K – 1476
2025
Q4 		$208K Buy
+1,126
New +$205K ﹤0.01% 972
2025
Q2 		– Sell
-3,381
Closed -$562K – 1090
2025
Q1 		$562K Buy
3,381
+352
+12% +$61.5K 0.05% 246
2024
Q4 		$522K Buy
+3,029
New +$532K 0.11% 118

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

AlphaCore Capital's SPG Position: Q2 2026 in Review

AlphaCore Capital opened a new position in Simon Property Group (SPG) in Q2 2026: 2,262 shares worth $506K. The stake represents 0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in SPG as recently as Q4 2025.

AlphaCore Capital first reported a position in SPG in Q4 2024 and has held it in 4 quarters since. The position peaked at $562K in Q1 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • AlphaCore Capital held 2,262 shares of Simon Property Group worth $506K as of Q2 2026.
  • Simon Property Group was a new AlphaCore Capital position in Q2 2026.
  • Simon Property Group made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #684 holding.
  • AlphaCore Capital first reported a position in Simon Property Group in Q4 2024 and has held it in 4 quarters since.
  • AlphaCore Capital's Simon Property Group position peaked at $562K in Q1 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.