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Beacon Investment Advisors’s Simon Property Group SPG Stock Holding History

Beacon Investment Advisors’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 		$889K Buy
3,976
+16
+0.4% +$3.29K 0.28% 84
2026
Q1 		$739K Buy
3,960
+22
+0.6% +$4.2K 0.28% 80
2025
Q4 		$729K Buy
3,938
+20
+0.5% +$3.63K 0.29% 83
2025
Q3 		$735K Buy
3,918
+42
+1% +$7.25K 0.3% 83
2025
Q2 		$622K Hold
3,876
– – 0.27% 87
2025
Q1 		$644K Buy
3,876
+23
+0.6% +$4.02K 0.3% 86
2024
Q4 		$664K Buy
3,853
+20
+0.5% +$3.51K 0.31% 79
2024
Q3 		$648K Buy
3,833
+19
+0.5% +$3.01K 0.31% 84
2024
Q2 		$579K Buy
3,814
+44
+1% +$6.48K 0.3% 88
2024
Q1 		$590K Sell
3,770
-11
-0.3% -$1.61K 0.34% 77
2023
Q4 		$539K Buy
3,781
+23
+0.6% +$2.78K 0.34% 73
2023
Q3 		$406K Sell
3,758
-178
-5% -$20.8K 0.29% 85
2023
Q2 		$455K Sell
3,936
-158
-4% -$17.2K 0.31% 83
2023
Q1 		$458K Buy
4,094
+89
+2% +$10.6K 0.33% 85
2022
Q4 		$471K Buy
+4,005
New +$445K 0.39% 77

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

Beacon Investment Advisors's SPG Position: Q2 2026 in Review

Beacon Investment Advisors increased its Simon Property Group (SPG) stake by 0.4% in Q2 2026, buying an estimated $3.29K and bringing the position to 3,976 shares worth $889K. The position accounts for 0.28% of the portfolio, ranked #84.

Beacon Investment Advisors first reported a position in SPG in Q4 2022 and has held it in 15 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Beacon Investment Advisors held 3,976 shares of Simon Property Group worth $889K as of Q2 2026.
  • Beacon Investment Advisors bought 16 Simon Property Group shares in Q2 2026, an estimated $3.29K.
  • Simon Property Group made up 0.28% of Beacon Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Beacon Investment Advisors first reported a position in Simon Property Group in Q4 2022 and has held it in 15 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.