Avalon Trust’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$44.7K Buy
+200
New +$41.2K ﹤0.01% 293
2025
Q4
Sell
-7
Closed -$1.31K 603
2025
Q3
$1.31K Buy
+7
New +$1.21K ﹤0.01% 486

Other funds holding SPG

Avalon Trust's SPG Position: Q2 2026 in Review

Avalon Trust opened a new position in Simon Property Group (SPG) in Q2 2026: 200 shares worth $44.7K. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Avalon Trust previously reported a position in SPG as recently as Q3 2025.

Avalon Trust first reported a position in SPG in Q3 2025 and has held it in 2 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Avalon Trust held 200 shares of Simon Property Group worth $44.7K as of Q2 2026.
  • Simon Property Group was a new Avalon Trust position in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #293 holding.
  • Avalon Trust first reported a position in Simon Property Group in Q3 2025 and has held it in 2 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.