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Aspect Partners’s Simon Property Group SPG Stock Holding History

Aspect Partners’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 		$11.2K Buy
50
+1
+2% +$206 ﹤0.01% 268
2026
Q1 		$9.14K Buy
49
+1
+2% +$191 ﹤0.01% 279
2025
Q4 		$8.89K Buy
48
+5
+12% +$908 ﹤0.01% 292
2025
Q3 		$8.07K Buy
43
+5
+13% +$863 ﹤0.01% 337
2025
Q2 		$6.11K Hold
38
– – ﹤0.01% 348
2025
Q1 		$6.31K Hold
38
– – ﹤0.01% 315
2024
Q4 		$6.54K Hold
38
– – ﹤0.01% 330
2024
Q3 		$6.42K Hold
38
– – ﹤0.01% 326
2024
Q2 		$5.77K Sell
38
-21
-36% -$3.09K ﹤0.01% 340
2024
Q1 		$9.23K Buy
59
+2
+4% +$293 0.01% 277
2023
Q4 		$8.13K Buy
+57
New +$6.89K 0.01% 277

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

Aspect Partners's SPG Position: Q2 2026 in Review

Aspect Partners increased its Simon Property Group (SPG) stake by 2% in Q2 2026, buying an estimated $206 and bringing the position to 50 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Aspect Partners first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Aspect Partners held 50 shares of Simon Property Group worth $11.2K as of Q2 2026.
  • Aspect Partners bought 1 Simon Property Group share in Q2 2026, an estimated $206.
  • Simon Property Group made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #268 holding.
  • Aspect Partners first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.