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

Beacon Pointe 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 		$9.54M Buy
42,639
+1,153
+3% +$237K 0.04% 349
2026
Q1 		$7.74M Buy
41,486
+11,994
+41% +$2.29M 0.04% 373
2025
Q4 		$5.46M Buy
29,492
+864
+3% +$157K 0.04% 362
2025
Q3 		$5.37M Sell
28,628
-2,845
-9% -$491K 0.05% 332
2025
Q2 		$5.06M Sell
31,473
-1,991
-6% -$315K 0.05% 305
2025
Q1 		$5.56M Buy
33,464
+3,088
+10% +$540K 0.06% 274
2024
Q4 		$5.23M Sell
30,376
-7,426
-20% -$1.3M 0.06% 274
2024
Q3 		$6.39M Sell
37,802
-1,018
-3% -$161K 0.07% 237
2024
Q2 		$5.89M Sell
38,820
-1,908
-5% -$281K 0.07% 245
2024
Q1 		$6.37M Sell
40,728
-12,603
-24% -$1.85M 0.07% 246
2023
Q4 		$7.61M Sell
53,331
-237
-0.4% -$28.6K 0.09% 202
2023
Q3 		$5.79M Buy
53,568
+3,626
+7% +$425K 0.07% 237
2023
Q2 		$5.77M Buy
+49,942
New +$5.44M 0.09% 194
2023
Q1 		– Sell
-36,144
Closed -$4.25M – 1195
2022
Q4 		$4.25M Buy
36,144
+13,661
+61% +$1.52M 0.08% 218
2022
Q3 		$2.02M Buy
22,483
+6,775
+43% +$693K 0.05% 316
2022
Q2 		$1.49M Buy
15,708
+1,879
+14% +$215K 0.03% 384
2022
Q1 		$1.82M Buy
13,829
+4,037
+41% +$575K 0.02% 470
2021
Q4 		$1.56M Buy
+9,792
New +$1.49M 0.04% 296
2021
Q3 		– Sell
-5,022
Closed -$655K – 966
2021
Q2 		$655K Buy
+5,022
New +$624K 0.02% 417
2021
Q1 		– Sell
-4,576
Closed -$391K – 575
2020
Q4 		$391K Buy
+4,576
New +$349K 0.03% 318

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 Pointe Advisors's SPG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Simon Property Group (SPG) stake by 2.8% in Q2 2026, buying an estimated $237K and bringing the position to 42,639 shares worth $9.54M. The position accounts for 0.04% of the portfolio, ranked #349.

Beacon Pointe Advisors first reported a position in SPG in Q4 2020 and has held it in 20 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Beacon Pointe Advisors held 42,639 shares of Simon Property Group worth $9.54M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,153 Simon Property Group shares in Q2 2026, an estimated $237K.
  • Simon Property Group made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #349 holding.
  • Beacon Pointe Advisors first reported a position in Simon Property Group in Q4 2020 and has held it in 20 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.