Alta Advisers’s Simon Property Group SPG Stock Holding History

Alta Advisers’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	$240K	Hold	1,285	–	–	0.09%	175
2025 Q4	$238K	Sell	1,285 -100	-7%	-$18.2K	0.09%	168
2025 Q3	$260K	Hold	1,385	–	–	0.08%	202
2025 Q2	$223K	Hold	1,385	–	–	0.08%	222
2025 Q1	$230K	Buy	+1,385	New	+$242K	0.1%	204
2024 Q4	–	Sell	-1,000	Closed	-$169K	–	368
2024 Q3	$169K	Hold	1,000	–	–	0.08%	172
2024 Q2	$152K	Hold	1,000	–	–	0.07%	169
2024 Q1	$156K	Hold	1,000	–	–	0.08%	170
2023 Q4	$143K	Hold	1,000	–	–	0.08%	171
2023 Q3	$108K	Hold	1,000	–	–	0.06%	215
2023 Q2	$115K	Hold	1,000	–	–	0.07%	201
2023 Q1	$112K	Hold	1,000	–	–	0.07%	200
2022 Q4	$117K	Hold	1,000	–	–	0.07%	186
2022 Q3	$90K	Buy	+1,000	New	+$102K	0.06%	223

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alta Advisers's SPG Position: Q1 2026 in Review

Alta Advisers held its Simon Property Group (SPG) position steady in Q1 2026 at 1,285 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #175.

Alta Advisers first reported a position in SPG in Q3 2022 and has held it in 14 quarters since. The position peaked at $260K in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Alta Advisers held 1,285 shares of Simon Property Group worth $240K as of Q1 2026.
Alta Advisers left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up 0.09% of Alta Advisers's portfolio in Q1 2026, its #175 holding.
Alta Advisers first reported a position in Simon Property Group in Q3 2022 and has held it in 14 quarters since.
Alta Advisers's Simon Property Group position peaked at $260K in Q3 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.