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

Bell 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 		$53K Sell
237
-1
-0.4% -$206 0.01% 263
2026
Q1 		$44.4K Sell
238
-32
-12% -$6.1K 0.01% 270
2025
Q4 		$50K Buy
270
+53
+24% +$9.63K 0.01% 258
2025
Q3 		$40.7K Hold
217
– – 0.01% 271
2025
Q2 		$34.9K Buy
217
+146
+206% +$23.1K 0.01% 297
2025
Q1 		$11.8K Hold
71
– – ﹤0.01% 540
2024
Q4 		$12.2K Sell
71
-3
-4% -$527 ﹤0.01% 530
2024
Q3 		$12.5K Hold
74
– – ﹤0.01% 539
2024
Q2 		$11.2K Sell
74
-14
-16% -$2.06K ﹤0.01% 568
2024
Q1 		$13.8K Buy
88
+27
+44% +$3.96K ﹤0.01% 470
2023
Q4 		$8.7K Sell
61
-27
-31% -$3.26K ﹤0.01% 616
2023
Q3 		$9.51K Sell
88
-20
-19% -$2.34K ﹤0.01% 527
2023
Q2 		$12.5K Buy
108
+11
+11% +$1.2K ﹤0.01% 435
2023
Q1 		$10.9K Sell
97
-36
-27% -$4.3K ﹤0.01% 454
2022
Q4 		$15.6K Buy
133
+43
+48% +$4.78K ﹤0.01% 360
2022
Q3 		$8K Sell
90
-19
-17% -$1.94K ﹤0.01% 506
2022
Q2 		$10K Buy
+109
New +$12.5K ﹤0.01% 437
2021
Q4 		$14K Sell
89
-30
-25% -$4.58K ﹤0.01% 399
2021
Q3 		$15K Buy
+119
New +$15.5K ﹤0.01% 358

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 $3.38T AUM 44.17% 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

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

Bell Investment Advisors reduced its Simon Property Group (SPG) stake by 0.42% in Q2 2026, selling an estimated $206 and leaving 237 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #263.

Bell Investment Advisors first reported a position in SPG in Q3 2021 and has held it in 19 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Bell Investment Advisors held 237 shares of Simon Property Group worth $53K as of Q2 2026.
  • Bell Investment Advisors sold 1 Simon Property Group share in Q2 2026, an estimated $206.
  • Simon Property Group made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #263 holding.
  • Bell Investment Advisors first reported a position in Simon Property Group in Q3 2021 and has held it in 19 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.