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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
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 $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

Biondo Investment Advisors's SPG Position: Q1 2026 in Review

Biondo Investment Advisors increased its Simon Property Group (SPG) stake by 0.84% in Q1 2026, buying an estimated $113K and bringing the position to 71,025 shares worth $13.2M. The position accounts for 1.7% of the portfolio, ranked #23.

Biondo Investment Advisors first reported a position in SPG in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.3M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Biondo Investment Advisors held 71,025 shares of Simon Property Group worth $13.2M as of Q1 2026.
  • Biondo Investment Advisors bought 595 Simon Property Group shares in Q1 2026, an estimated $113K.
  • Simon Property Group made up 1.7% of Biondo Investment Advisors's portfolio in Q1 2026, its #23 holding.
  • Biondo Investment Advisors first reported a position in Simon Property Group in Q4 2020 and has held it in 22 quarters since.
  • Biondo Investment Advisors's Simon Property Group position peaked at $13.3M in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Biondo Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.