CAPTRUST Financial Advisors
SPG icon

CAPTRUST Financial Advisors’s Simon Property Group SPG Stock Holding History

CAPTRUST Financial 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 		$5.96M Sell
26,663
-733
-3% -$151K 0.01% 738
2026
Q1 		$5.11M Buy
27,396
+4,380
+19% +$835K 0.01% 759
2025
Q4 		$4.26M Sell
23,016
-2,470
-10% -$449K 0.01% 728
2025
Q3 		$4.78M Buy
25,486
+622
+3% +$107K 0.01% 654
2025
Q2 		$4M Buy
24,864
+2,655
+12% +$419K 0.01% 680
2025
Q1 		$3.69M Sell
22,209
-74
-0.3% -$12.9K 0.01% 673
2024
Q4 		$3.84M Sell
22,283
-460
-2% -$80.7K 0.01% 614
2024
Q3 		$3.84M Sell
22,743
-490
-2% -$77.6K 0.01% 603
2024
Q2 		$3.53M Sell
23,233
-213
-0.9% -$31.4K 0.01% 605
2024
Q1 		$3.67M Sell
23,446
-9,933
-30% -$1.46M 0.01% 581
2023
Q4 		$4.76M Sell
33,379
-77
-0.2% -$9.31K 0.02% 574
2023
Q3 		$3.61M Sell
33,456
-1,253
-4% -$147K 0.01% 631
2023
Q2 		$4.01M Sell
34,709
-960
-3% -$105K 0.02% 578
2023
Q1 		$3.99M Buy
35,669
+784
+2% +$93.6K 0.02% 524
2022
Q4 		$4.1M Buy
34,885
+5,214
+18% +$579K 0.02% 486
2022
Q3 		$2.66M Buy
+29,671
New +$3.03M 0.02% 583

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

CAPTRUST Financial Advisors's SPG Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Simon Property Group (SPG) stake by 2.7% in Q2 2026, selling an estimated $151K and leaving 26,663 shares worth $5.96M. The position accounts for 0.01% of the portfolio, ranked #738.

CAPTRUST Financial Advisors first reported a position in SPG in Q3 2022 and has held it in 16 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • CAPTRUST Financial Advisors held 26,663 shares of Simon Property Group worth $5.96M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 733 Simon Property Group shares in Q2 2026, an estimated $151K.
  • Simon Property Group made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #738 holding.
  • CAPTRUST Financial Advisors first reported a position in Simon Property Group in Q3 2022 and has held it in 16 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.