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Atlas Capital Advisors’s Simon Property Group SPG Stock Holding History

Atlas Capital 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 		$16.3K Hold
73
– – ﹤0.01% 855
2026
Q1 		$13.6K Hold
73
– – ﹤0.01% 780
2025
Q4 		$13.5K Buy
+73
New +$13.3K ﹤0.01% 741
2025
Q2 		$11.1K Hold
69
– – ﹤0.01% 767
2025
Q1 		$11.5K Hold
69
– – ﹤0.01% 787
2024
Q4 		$11.9K Sell
69
-156
-69% -$27.4K ﹤0.01% 764
2024
Q3 		$38K Hold
225
– – 0.01% 611
2024
Q2 		$34.2K Sell
225
-49
-18% -$7.22K ﹤0.01% 634
2024
Q1 		$42.9K Sell
274
-31
-10% -$4.55K 0.01% 588
2023
Q4 		$43.5K Sell
305
-57
-16% -$6.89K 0.01% 608
2023
Q3 		$39.1K Buy
362
+199
+122% +$23.3K 0.01% 567
2023
Q2 		$18.8K Hold
163
– – ﹤0.01% 688
2023
Q1 		$18.3K Hold
163
– – ﹤0.01% 696
2022
Q4 		$19.1K Sell
163
-118
-42% -$13.1K ﹤0.01% 666
2022
Q3 		$25.2K Buy
281
+56
+25% +$5.73K ﹤0.01% 626
2022
Q2 		$21.4K Sell
225
-1,309
-85% -$150K ﹤0.01% 672
2022
Q1 		$202K Sell
1,534
-684
-31% -$97.4K 0.03% 354
2021
Q4 		$354K Buy
2,218
+1,034
+87% +$158K 0.05% 274
2021
Q3 		$154K Buy
1,184
+797
+206% +$104K 0.02% 385
2021
Q2 		$50.5K Buy
387
+4
+1% +$497 0.01% 532
2021
Q1 		$43.6K Buy
+383
New +$40K 0.01% 505
2020
Q2 		– Sell
-527
Closed -$28.9K – 733
2020
Q1 		$28.9K Buy
+527
New +$63K 0.01% 485
2019
Q4 		– Sell
-41
Closed -$6.38K – 668
2019
Q3 		$6.38K Sell
41
-923
-96% -$144K ﹤0.01% 596
2019
Q2 		$154K Sell
964
-627
-39% -$108K 0.05% 338
2019
Q1 		$290K Buy
1,591
+1,022
+180% +$182K 0.1% 222
2018
Q4 		$95.6K Buy
569
+171
+43% +$30.6K 0.04% 345
2018
Q3 		$68.9K Buy
398
+118
+42% +$20.9K 0.02% 399
2018
Q2 		$47.7K Buy
+280
New +$44.6K 0.02% 402

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

Atlas Capital Advisors's SPG Position: Q2 2026 in Review

Atlas Capital Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 73 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Atlas Capital Advisors first reported a position in SPG in Q2 2018 and has held it in 28 quarters since. The position peaked at $354K in Q4 2021. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Atlas Capital Advisors held 73 shares of Simon Property Group worth $16.3K as of Q2 2026.
  • Atlas Capital Advisors left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #855 holding.
  • Atlas Capital Advisors first reported a position in Simon Property Group in Q2 2018 and has held it in 28 quarters since.
  • Atlas Capital Advisors's Simon Property Group position peaked at $354K in Q4 2021.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.