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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Advisors's SPG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Simon Property Group (SPG) stake by 41% in Q1 2026, buying an estimated $2.29M and bringing the position to 41,486 shares worth $7.74M. The position accounts for 0.04% of the portfolio, ranked #373.

Beacon Pointe Advisors first reported a position in SPG in Q4 2020 and has held it in 19 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Beacon Pointe Advisors held 41,486 shares of Simon Property Group worth $7.74M as of Q1 2026.
  • Beacon Pointe Advisors bought 11,994 Simon Property Group shares in Q1 2026, an estimated $2.29M.
  • Simon Property Group made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #373 holding.
  • Beacon Pointe Advisors first reported a position in Simon Property Group in Q4 2020 and has held it in 19 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.