Avantax Advisory Services’s Simon Property Group SPG Stock Holding History

Avantax Advisory Services’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
2025 Q2	$3.27M	Buy	20,366 +1,171	+6%	+$185K	0.02%	591
2025 Q1	$3.19M	Buy	19,195 +4,691	+32%	+$820K	0.02%	558
2024 Q4	$2.5M	Buy	14,504 +1,486	+11%	+$261K	0.02%	618
2024 Q3	$2.2M	Sell	13,018 -644	-5%	-$102K	0.01%	656
2024 Q2	$2.07M	Buy	13,662 +8,231	+152%	+$1.21M	0.01%	650
2024 Q1	$850K	Sell	5,431 -28	-0.5%	-$4.11K	0.01%	815
2023 Q4	$779K	Buy	5,459 +86	+2%	+$10.4K	0.01%	811
2023 Q3	$580K	Buy	5,373 +1,593	+42%	+$187K	0.01%	886
2023 Q2	$437K	Sell	3,780 -131	-3%	-$14.3K	0.01%	998
2023 Q1	$438K	Buy	3,911 +4	+0.1%	+$478	0.01%	968
2022 Q4	$459K	Buy	3,907 +614	+19%	+$68.2K	0.01%	905
2022 Q3	$296K	Sell	3,293 -1,061	-24%	-$109K	﹤0.01%	1019
2022 Q2	$413K	Buy	4,354 +761	+21%	+$87.2K	0.01%	858
2022 Q1	$474K	Buy	3,593 +137	+4%	+$19.5K	0.01%	804
2021 Q4	$552K	Buy	3,456 +274	+9%	+$41.8K	0.01%	727
2021 Q3	$415K	Sell	3,182 -873	-22%	-$114K	0.01%	785
2021 Q2	$532K	Buy	4,055 +1,069	+36%	+$133K	0.01%	691
2021 Q1	$343K	Buy	2,986 +10	+0.3%	+$1.04K	0.01%	753
2020 Q4	$254K	Sell	2,976 -2,845	-49%	-$217K	0.01%	799
2020 Q3	$373K	Buy	+5,821	New	+$382K	0.01%	924

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's SPG Position: Q2 2025 in Review

Avantax Advisory Services increased its Simon Property Group (SPG) stake by 6.1% in Q2 2025, buying an estimated $185K and bringing the position to 20,366 shares worth $3.27M. The position accounts for 0.02% of the portfolio, ranked #591.

Avantax Advisory Services first reported a position in SPG in Q3 2020 and has held it in 20 quarters since. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Avantax Advisory Services held 20,366 shares of Simon Property Group worth $3.27M as of Q2 2025.
Avantax Advisory Services bought 1,171 Simon Property Group shares in Q2 2025, an estimated $185K.
Simon Property Group made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #591 holding.
Avantax Advisory Services first reported a position in Simon Property Group in Q3 2020 and has held it in 20 quarters since.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.