ACA
SPG icon

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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return