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Alta Wealth Advisors’s Simon Property Group SPG Stock Holding History

Alta Wealth 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
Q2 		$320K Sell
1,433
-64
-4% -$13.2K 0.09% 140
2026
Q1 		$279K Buy
1,497
+32
+2% +$6.1K 0.09% 147
2025
Q4 		$271K Buy
1,465
+4
+0.3% +$727 0.09% 138
2025
Q3 		$274K Hold
1,461
– – 0.1% 129
2025
Q2 		$235K Sell
1,461
-2,678
-65% -$423K 0.11% 106
2025
Q1 		$687K Sell
4,139
-155
-4% -$27.1K 0.32% 62
2024
Q4 		$739K Sell
4,294
-10
-0.2% -$1.75K 0.32% 60
2024
Q3 		$727K Buy
4,304
+198
+5% +$31.3K 0.33% 65
2024
Q2 		$623K Sell
4,106
-20
-0.5% -$2.95K 0.31% 68
2024
Q1 		$646K Sell
4,126
-107
-3% -$15.7K 0.33% 71
2023
Q4 		$604K Hold
4,233
– – 0.34% 72
2023
Q3 		$457K Sell
4,233
-750
-15% -$87.8K 0.28% 91
2023
Q2 		$575K Buy
4,983
+333
+7% +$36.3K 0.34% 81
2023
Q1 		$521K Sell
4,650
-30
-0.6% -$3.58K 0.33% 88
2022
Q4 		$550K Sell
4,680
-27
-0.6% -$3K 0.37% 89
2022
Q3 		$422K Buy
4,707
+659
+16% +$67.4K 0.3% 99
2022
Q2 		$380K Sell
4,048
-943
-19% -$108K 0.26% 105
2022
Q1 		$657K Buy
4,991
+1,912
+62% +$272K 0.39% 79
2021
Q4 		$492K Buy
3,079
+375
+14% +$57.2K 0.3% 103
2021
Q3 		$351K Buy
2,704
+250
+10% +$32.5K 0.25% 116
2021
Q2 		$320K Buy
+2,454
New +$305K 0.23% 120

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

Alta Wealth Advisors's SPG Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Simon Property Group (SPG) stake by 4.3% in Q2 2026, selling an estimated $13.2K and leaving 1,433 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #140.

Alta Wealth Advisors first reported a position in SPG in Q2 2021 and has held it in 21 quarters since. The position peaked at $739K in Q4 2024. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Alta Wealth Advisors held 1,433 shares of Simon Property Group worth $320K as of Q2 2026.
  • Alta Wealth Advisors sold 64 Simon Property Group shares in Q2 2026, an estimated $13.2K.
  • Simon Property Group made up 0.09% of Alta Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Alta Wealth Advisors first reported a position in Simon Property Group in Q2 2021 and has held it in 21 quarters since.
  • Alta Wealth Advisors's Simon Property Group position peaked at $739K in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.