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Aspiriant LLC’s Simon Property Group SPG Stock Holding History

Aspiriant LLC’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 		$804K Buy
3,597
+205
+6% +$42.2K 0.02% 193
2026
Q1 		$633K Sell
3,392
-1,988
-37% -$379K 0.02% 192
2025
Q4 		$996K Buy
5,380
+91
+2% +$16.5K 0.03% 158
2025
Q3 		$993K Sell
5,289
-97
-2% -$16.7K 0.03% 147
2025
Q2 		$866K Sell
5,386
-465
-8% -$73.5K 0.03% 158
2025
Q1 		$972K Buy
5,851
+74
+1% +$12.9K 0.03% 142
2024
Q4 		$995K Sell
5,777
-74
-1% -$13K 0.04% 144
2024
Q3 		$989K Buy
5,851
+103
+2% +$16.3K 0.04% 146
2024
Q2 		$873K Sell
5,748
-1,533
-21% -$226K 0.04% 150
2024
Q1 		$1.14M Buy
+7,281
New +$1.07M 0.05% 138

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

Aspiriant LLC's SPG Position: Q2 2026 in Review

Aspiriant LLC increased its Simon Property Group (SPG) stake by 6% in Q2 2026, buying an estimated $42.2K and bringing the position to 3,597 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #193.

Aspiriant LLC first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q1 2024. 1,358 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Aspiriant LLC held 3,597 shares of Simon Property Group worth $804K as of Q2 2026.
  • Aspiriant LLC bought 205 Simon Property Group shares in Q2 2026, an estimated $42.2K.
  • Simon Property Group made up 0.02% of Aspiriant LLC's portfolio in Q2 2026, its #193 holding.
  • Aspiriant LLC first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
  • Aspiriant LLC's Simon Property Group position peaked at $1.14M in Q1 2024.
  • 1,358 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.