Centerpoint Advisors’s Simon Property Group SPG Stock Holding History

Centerpoint 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	$73K	Hold	327	–	–	0.02%	144
2026 Q1	$61K	Hold	327	–	–	0.02%	146
2025 Q4	$61K	Hold	327	–	–	0.02%	155
2025 Q3	$61K	Hold	327	–	–	0.02%	159
2025 Q2	$53K	Hold	327	–	–	0.02%	157
2025 Q1	$54K	Hold	327	–	–	0.02%	159
2024 Q4	$56K	Hold	327	–	–	0.02%	164
2024 Q3	$55K	Hold	327	–	–	0.02%	168
2024 Q2	$50K	Hold	327	–	–	0.02%	173
2024 Q1	$51K	Buy	327 +185	+130%	+$27.1K	0.02%	166
2023 Q4	$20K	Buy	142 +139	+4,633%	+$16.8K	0.01%	238
2023 Q3	$0	Hold	3	–	–	﹤0.01%	626
2023 Q2	$0	Hold	3	–	–	﹤0.01%	617
2023 Q1	$0	Buy	+3	New	+$358	﹤0.01%	642
2018 Q3	–	Sell	-61	Closed	-$10K	–	342
2018 Q2	$10K	Buy	+61	New	+$9.71K	0.01%	182

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centerpoint Advisors's SPG Position: Q2 2026 in Review

Centerpoint Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 327 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #144.

Centerpoint Advisors first reported a position in SPG in Q2 2018 and has held it in 15 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Centerpoint Advisors held 327 shares of Simon Property Group worth $73K as of Q2 2026.
Centerpoint Advisors left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.02% of Centerpoint Advisors's portfolio in Q2 2026, its #144 holding.
Centerpoint Advisors first reported a position in Simon Property Group in Q2 2018 and has held it in 15 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.