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

Arkadios 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
Q1 		$1.29M Buy
6,908
+23
+0.3% +$4.39K 0.02% 678
2025
Q4 		$1.27M Buy
6,885
+1,015
+17% +$184K 0.02% 604
2025
Q3 		$1.1M Buy
5,870
+1,586
+37% +$274K 0.03% 599
2025
Q2 		$689K Buy
4,284
+1,895
+79% +$299K 0.02% 729
2025
Q1 		$397K Buy
+2,389
New +$418K 0.02% 795
2023
Q4 		– Sell
-2,375
Closed -$257K – 761
2023
Q3 		$257K Buy
2,375
+99
+4% +$11.6K 0.02% 544
2023
Q2 		$263K Sell
2,276
-141
-6% -$15.4K 0.03% 483
2023
Q1 		$271K Buy
2,417
+26
+1% +$3.1K 0.03% 468
2022
Q4 		$281K Buy
2,391
+145
+6% +$16.1K 0.04% 427
2022
Q3 		$202K Sell
2,246
-553
-20% -$56.6K 0.03% 492
2022
Q2 		$266K Sell
2,799
-168
-6% -$19.3K 0.04% 427
2022
Q1 		$390K Sell
2,967
-26
-0.9% -$3.7K 0.05% 363
2021
Q4 		$478K Sell
2,993
-326
-10% -$49.8K 0.06% 338
2021
Q3 		$431K Sell
3,319
-699
-17% -$91K 0.06% 325
2021
Q2 		$524K Buy
4,018
+2,292
+133% +$285K 0.06% 320
2021
Q1 		$196K Buy
1,726
+287
+20% +$29.9K 0.03% 416
2020
Q4 		$122K Buy
1,439
+738
+105% +$56.4K 0.03% 406
2020
Q3 		$45.5K Buy
701
+309
+79% +$20.3K 0.02% 437
2020
Q2 		$24.3K Buy
+392
New +$24.6K 0.01% 505

Other funds holding SPG

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Arkadios Wealth Advisors's SPG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Simon Property Group (SPG) stake by 0.33% in Q1 2026, buying an estimated $4.39K and bringing the position to 6,908 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #678.

Arkadios Wealth Advisors first reported a position in SPG in Q2 2020 and has held it in 19 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Arkadios Wealth Advisors held 6,908 shares of Simon Property Group worth $1.29M as of Q1 2026.
  • Arkadios Wealth Advisors bought 23 Simon Property Group shares in Q1 2026, an estimated $4.39K.
  • Simon Property Group made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #678 holding.
  • Arkadios Wealth Advisors first reported a position in Simon Property Group in Q2 2020 and has held it in 19 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.