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Avion Wealth’s Simon Property Group SPG Stock Holding History

Avion 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 		$28K Buy
129
+20
+18% +$4.12K 0.01% 331
2026
Q1 		$20K Buy
109
+12
+12% +$2.29K ﹤0.01% 333
2025
Q4 		$17K Buy
97
+21
+28% +$3.81K ﹤0.01% 381
2025
Q3 		$14K Buy
76
+9
+13% +$1.55K ﹤0.01% 408
2025
Q2 		$10K Buy
67
+20
+43% +$3.16K ﹤0.01% 480
2025
Q1 		$8K Hold
47
– – ﹤0.01% 452
2024
Q4 		$8K Buy
47
+3
+7% +$527 ﹤0.01% 451
2024
Q3 		$7K Sell
44
-3
-6% -$475 ﹤0.01% 460
2024
Q2 		$7K Buy
47
+7
+18% +$1.03K ﹤0.01% 409
2024
Q1 		$7K Buy
40
+5
+14% +$733 ﹤0.01% 401
2023
Q4 		$5K Buy
35
+16
+84% +$1.93K ﹤0.01% 413
2023
Q3 		$1K Buy
19
+7
+58% +$820 ﹤0.01% 729
2023
Q2 		$0 Hold
12
– – ﹤0.01% 1009
2023
Q1 		$1K Buy
12
+10
+500% +$1.19K ﹤0.01% 484
2022
Q4 		$0 Hold
2
– – ﹤0.01% 530
2022
Q3 		$0 Hold
2
– – ﹤0.01% 571
2022
Q2 		$0 Hold
2
– – ﹤0.01% 548
2022
Q1 		$0 Hold
2
– – ﹤0.01% 430
2021
Q4 		$0 Hold
2
– – ﹤0.01% 430
2021
Q3 		$0 Hold
2
– – ﹤0.01% 414
2021
Q2 		$0 Buy
+2
New +$249 ﹤0.01% 405

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

Avion Wealth's SPG Position: Q2 2026 in Review

Avion Wealth increased its Simon Property Group (SPG) stake by 18% in Q2 2026, buying an estimated $4.12K and bringing the position to 129 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #331.

Avion Wealth first reported a position in SPG in Q2 2021 and has held it in 21 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Avion Wealth held 129 shares of Simon Property Group worth $28K as of Q2 2026.
  • Avion Wealth bought 20 Simon Property Group shares in Q2 2026, an estimated $4.12K.
  • Simon Property Group made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #331 holding.
  • Avion Wealth first reported a position in Simon Property Group in Q2 2021 and has held it in 21 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.