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Aptus Capital Advisors’s Simon Property Group SPG Stock Holding History

Aptus Capital 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
Q1 		– Sell
-2,154
Closed -$399K – 1779
2025
Q4 		$399K Buy
2,154
+89
+4% +$16.2K ﹤0.01% 805
2025
Q3 		$388K Buy
2,065
+253
+14% +$43.7K ﹤0.01% 772
2025
Q2 		$291K Sell
1,812
-1,273
-41% -$201K ﹤0.01% 831
2025
Q1 		$512K Buy
3,085
+677
+28% +$118K 0.01% 635
2024
Q4 		$415K Buy
2,408
+793
+49% +$139K ﹤0.01% 690
2024
Q3 		$273K Buy
1,615
+61
+4% +$9.66K ﹤0.01% 682
2024
Q2 		$236K Buy
1,554
+76
+5% +$11.2K ﹤0.01% 691
2024
Q1 		$231K Buy
+1,478
New +$217K ﹤0.01% 699

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aptus Capital Advisors's SPG Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 2,154 shares — an estimated $399K sold.

Aptus Capital Advisors first reported a position in SPG in Q1 2024 and held it in 8 quarters. The position peaked at $512K in Q1 2025. 1,312 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Aptus Capital Advisors reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 2,154 Simon Property Group shares in Q1 2026, an estimated $399K.
  • Aptus Capital Advisors first reported a position in Simon Property Group in Q1 2024 and held it in 8 quarters.
  • Aptus Capital Advisors's Simon Property Group position peaked at $512K in Q1 2025.
  • 1,312 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.