APW
SPG icon

Aventura Private Wealth’s Simon Property Group SPG Stock Holding History

Aventura Private Wealth’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 		$47.6K Hold
213
– – 0.01% 353
2026
Q1 		$39.7K Sell
213
-100
-32% -$19.1K 0.01% 355
2025
Q4 		$57.9K Sell
313
-9
-3% -$1.64K 0.02% 279
2025
Q3 		$60.5K Buy
322
+64
+25% +$11K 0.02% 274
2025
Q2 		$41.5K Sell
258
-2,089
-89% -$330K 0.02% 301
2025
Q1 		$390K Buy
2,347
+2,282
+3,511% +$399K 0.2% 95
2024
Q4 		$11.2K Buy
+65
New +$11.4K 0.01% 422

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

Aventura Private Wealth's SPG Position: Q2 2026 in Review

Aventura Private Wealth held its Simon Property Group (SPG) position steady in Q2 2026 at 213 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #353.

Aventura Private Wealth first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q1 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Aventura Private Wealth held 213 shares of Simon Property Group worth $47.6K as of Q2 2026.
  • Aventura Private Wealth left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #353 holding.
  • Aventura Private Wealth first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Simon Property Group position peaked at $390K in Q1 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.