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

Biondo 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 		$15.7M Sell
70,055
-970
-1% -$200K 1.92% 17
2026
Q1 		$13.2M Buy
71,025
+595
+0.8% +$113K 1.7% 23
2025
Q4 		$13M Sell
70,430
-358
-0.5% -$65K 1.58% 21
2025
Q3 		$13.3M Buy
70,788
+665
+0.9% +$115K 1.66% 17
2025
Q2 		$11.3M Buy
70,123
+1,762
+3% +$278K 1.49% 23
2025
Q1 		$11.4M Buy
68,361
+620
+0.9% +$108K 1.61% 24
2024
Q4 		$11.7M Buy
67,741
+600
+0.9% +$105K 1.61% 22
2024
Q3 		$11.3M Buy
67,141
+473
+0.7% +$74.9K 1.56% 24
2024
Q2 		$10.1M Buy
66,668
+1,855
+3% +$273K 1.5% 21
2024
Q1 		$10.1M Buy
64,813
+392
+0.6% +$57.5K 1.57% 21
2023
Q4 		$9.19M Buy
64,421
+745
+1% +$90.1K 1.56% 21
2023
Q3 		$6.88M Buy
63,676
+3,248
+5% +$380K 1.3% 31
2023
Q2 		$6.98M Buy
60,428
+1,640
+3% +$179K 1.29% 30
2023
Q1 		$6.58M Buy
58,788
+750
+1% +$89.6K 1.33% 31
2022
Q4 		$6.82M Sell
58,038
-205
-0.4% -$22.8K 1.52% 28
2022
Q3 		$5.23M Buy
58,243
+3,080
+6% +$315K 1.21% 34
2022
Q2 		$5.24M Buy
55,163
+4,163
+8% +$477K 1.15% 34
2022
Q1 		$6.71M Buy
51,000
+1,735
+4% +$247K 1.18% 34
2021
Q4 		$7.87M Buy
49,265
+680
+1% +$104K 1.31% 24
2021
Q3 		$6.32M Buy
48,585
+1,090
+2% +$142K 1.08% 29
2021
Q2 		$6.2M Buy
47,495
+4,145
+10% +$515K 1.06% 32
2021
Q1 		$4.93M Buy
43,350
+2,696
+7% +$281K 0.98% 43
2020
Q4 		$3.47M Buy
+40,654
New +$3.1M 0.66% 45

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

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

Biondo Investment Advisors reduced its Simon Property Group (SPG) stake by 1.4% in Q2 2026, selling an estimated $200K and leaving 70,055 shares worth $15.7M. The position accounts for 1.92% of the portfolio, ranked #17.

Biondo Investment Advisors first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Biondo Investment Advisors held 70,055 shares of Simon Property Group worth $15.7M as of Q2 2026.
  • Biondo Investment Advisors sold 970 Simon Property Group shares in Q2 2026, an estimated $200K.
  • Simon Property Group made up 1.92% of Biondo Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Biondo Investment Advisors first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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