Cetera Investment Advisers
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Cetera Investment Advisers’s Simon Property Group SPG Stock Holding History

Cetera Investment Advisers’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 		$16M Buy
71,444
+716
+1% +$147K 0.01% 883
2026
Q1 		$13.2M Sell
70,728
-3,172
-4% -$605K 0.01% 909
2025
Q4 		$13.7M Sell
73,900
-525
-0.7% -$95.4K 0.02% 853
2025
Q3 		$14M Buy
74,425
+17,493
+31% +$3.02M 0.02% 812
2025
Q2 		$9.15M Buy
56,932
+11,156
+24% +$1.76M 0.02% 871
2025
Q1 		$7.6M Buy
45,776
+2,669
+6% +$467K 0.01% 901
2024
Q4 		$7.42M Sell
43,107
-18,545
-30% -$3.25M 0.02% 846
2024
Q3 		$10.4M Buy
61,652
+202
+0.3% +$32K 0.02% 681
2024
Q2 		$9.33M Sell
61,450
-1,155
-2% -$170K 0.02% 700
2024
Q1 		$9.8M Buy
62,605
+37,093
+145% +$5.44M 0.02% 678
2023
Q4 		$3.64M Sell
25,512
-3,030
-11% -$366K 0.03% 559
2023
Q3 		$3.08M Buy
28,542
+227
+0.8% +$26.6K 0.03% 587
2023
Q2 		$3.27M Sell
28,315
-1,542
-5% -$168K 0.03% 572
2023
Q1 		$3.34M Buy
29,857
+610
+2% +$72.8K 0.03% 526
2022
Q4 		$3.44M Buy
29,247
+19,314
+194% +$2.15M 0.03% 500
2022
Q3 		$891K Sell
9,933
-5,808
-37% -$594K 0.02% 770
2022
Q2 		$1.49M Sell
15,741
-72
-0.5% -$8.25K 0.02% 627
2022
Q1 		$2.08M Sell
15,813
-1,847
-10% -$263K 0.03% 549
2021
Q4 		$2.82M Buy
17,660
+1,207
+7% +$184K 0.04% 445
2021
Q3 		$2.14M Buy
16,453
+2,375
+17% +$309K 0.03% 503
2021
Q2 		$1.84M Buy
14,078
+2,076
+17% +$258K 0.03% 541
2021
Q1 		$1.36M Sell
12,002
-284
-2% -$29.6K 0.03% 542
2020
Q4 		$1.05M Buy
12,286
+8,958
+269% +$684K 0.02% 643
2020
Q3 		$215K Buy
3,328
+189
+6% +$12.4K 0.02% 584
2020
Q2 		$215K Buy
+3,139
New +$197K 0.02% 563
2020
Q1 		– Sell
-2,701
Closed -$401K – 617
2019
Q4 		$401K Buy
+2,701
New +$405K 0.04% 384
2019
Q3 		– Sell
-1,351
Closed -$215K – 564
2019
Q2 		$215K Buy
+1,351
New +$233K 0.03% 471

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

Cetera Investment Advisers's SPG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Simon Property Group (SPG) stake by 1% in Q2 2026, buying an estimated $147K and bringing the position to 71,444 shares worth $16M. The position accounts for 0.01% of the portfolio, ranked #883.

Cetera Investment Advisers first reported a position in SPG in Q2 2019 and has held it in 27 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cetera Investment Advisers held 71,444 shares of Simon Property Group worth $16M as of Q2 2026.
  • Cetera Investment Advisers bought 716 Simon Property Group shares in Q2 2026, an estimated $147K.
  • Simon Property Group made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #883 holding.
  • Cetera Investment Advisers first reported a position in Simon Property Group in Q2 2019 and has held it in 27 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.