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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
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 $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

Aspiriant LLC's SPG Position: Q1 2026 in Review

Aspiriant LLC reduced its Simon Property Group (SPG) stake by 37% in Q1 2026, selling an estimated $379K and leaving 3,392 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #192.

Aspiriant LLC first reported a position in SPG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q1 2024. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Aspiriant LLC held 3,392 shares of Simon Property Group worth $633K as of Q1 2026.
  • Aspiriant LLC sold 1,988 Simon Property Group shares in Q1 2026, an estimated $379K.
  • Simon Property Group made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #192 holding.
  • Aspiriant LLC first reported a position in Simon Property Group in Q1 2024 and has held it in 9 quarters since.
  • Aspiriant LLC's Simon Property Group position peaked at $1.14M in Q1 2024.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.