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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
Q2 		$1.42M Sell
6,341
-567
-8% -$117K 0.02% 666
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 $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

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

Arkadios Wealth Advisors reduced its Simon Property Group (SPG) stake by 8.2% in Q2 2026, selling an estimated $117K and leaving 6,341 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #666.

Arkadios Wealth Advisors first reported a position in SPG in Q2 2020 and has held it in 20 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Arkadios Wealth Advisors held 6,341 shares of Simon Property Group worth $1.42M as of Q2 2026.
  • Arkadios Wealth Advisors sold 567 Simon Property Group shares in Q2 2026, an estimated $117K.
  • Simon Property Group made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #666 holding.
  • Arkadios Wealth Advisors first reported a position in Simon Property Group in Q2 2020 and has held it in 20 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.