Cary Street Partners Investment Advisory’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$129K Buy
578
+80
+16% +$16.5K 0.03% 459
2026
Q1
$92.9K Buy
498
+12
+2% +$2.29K 0.02% 460
2025
Q4
$90K Buy
486
+4
+0.8% +$727 0.02% 442
2025
Q3
$90.5K Buy
482
+17
+4% +$2.94K 0.04% 377
2025
Q2
$74.8K Buy
+465
New +$73.5K 0.04% 359
2023
Q4
– Sell
-143
Closed -$15.4K – 1648
2023
Q3
$15.4K Buy
143
+55
+63% +$6.44K ﹤0.01% 1183
2023
Q2
$10.2K Sell
88
-5
-5% -$545 ﹤0.01% 1239
2023
Q1
$10.4K Hold
93
– – ﹤0.01% 1137
2022
Q4
$10.9K Buy
+93
New +$10.3K ﹤0.01% 1128

Other funds holding SPG

Cary Street Partners Investment Advisory's SPG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Simon Property Group (SPG) stake by 16% in Q2 2026, buying an estimated $16.5K and bringing the position to 578 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #459.

Cary Street Partners Investment Advisory first reported a position in SPG in Q4 2022 and has held it in 9 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cary Street Partners Investment Advisory held 578 shares of Simon Property Group worth $129K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 80 Simon Property Group shares in Q2 2026, an estimated $16.5K.
  • Simon Property Group made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #459 holding.
  • Cary Street Partners Investment Advisory first reported a position in Simon Property Group in Q4 2022 and has held it in 9 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.