CIA
SPG icon

Cape Investment Advisory’s Simon Property Group SPG Stock Holding History

Cape Investment Advisory’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 		$29.6K Buy
+132
New +$27.2K 0.01% 627
2026
Q1 		– Sell
-127
Closed -$23.5K – 1056
2025
Q4 		$23.5K Buy
127
+17
+15% +$3.09K 0.01% 576
2025
Q3 		$20.7K Sell
110
-14
-11% -$2.42K 0.02% 321
2025
Q2 		$20K Buy
124
+1
+0.8% +$158 0.01% 507
2025
Q1 		$20.5K Buy
123
+109
+779% +$19.1K 0.01% 482
2024
Q4 		$2.41K Buy
14
+8
+133% +$1.4K ﹤0.01% 851
2024
Q3 		$1.01K Hold
6
– – ﹤0.01% 873
2024
Q2 		$911 Hold
6
– – ﹤0.01% 840
2024
Q1 		$939 Sell
6
-192
-97% -$28.2K ﹤0.01% 848
2023
Q4 		$28.2K Buy
198
+192
+3,200% +$23.2K 0.01% 468
2023
Q3 		$648 Hold
6
– – ﹤0.01% 862
2023
Q2 		$693 Hold
6
– – ﹤0.01% 842
2023
Q1 		$672 Buy
+6
New +$716 ﹤0.01% 897

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

Cape Investment Advisory's SPG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Simon Property Group (SPG) in Q2 2026: 132 shares worth $29.6K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SPG as recently as Q4 2025.

Cape Investment Advisory first reported a position in SPG in Q1 2023 and has held it in 13 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cape Investment Advisory held 132 shares of Simon Property Group worth $29.6K as of Q2 2026.
  • Simon Property Group was a new Cape Investment Advisory position in Q2 2026.
  • Simon Property Group made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #627 holding.
  • Cape Investment Advisory first reported a position in Simon Property Group in Q1 2023 and has held it in 13 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.