AF
SPG icon

Avanza Fonder’s Simon Property Group SPG Stock Holding History

Avanza Fonder’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 		$6.36M Hold
28,440
– – 0.14% 141
2026
Q1 		$5.3M Hold
28,440
– – 0.15% 138
2025
Q4 		$5.26M Buy
28,440
+4,643
+20% +$844K 0.13% 145
2025
Q3 		$4.47M Hold
23,797
– – 0.12% 144
2025
Q2 		$3.83M Buy
23,797
+2,565
+12% +$405K 0.11% 156
2025
Q1 		$3.62M Sell
21,232
-3,325
-14% -$581K 0.12% 161
2024
Q4 		$4.23M Buy
+24,557
New +$4.31M 0.13% 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

Avanza Fonder's SPG Position: Q2 2026 in Review

Avanza Fonder held its Simon Property Group (SPG) position steady in Q2 2026 at 28,440 shares worth $6.36M. The position accounts for 0.14% of the portfolio, ranked #141.

Avanza Fonder first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Avanza Fonder held 28,440 shares of Simon Property Group worth $6.36M as of Q2 2026.
  • Avanza Fonder left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.14% of Avanza Fonder's portfolio in Q2 2026, its #141 holding.
  • Avanza Fonder first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.