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Childress Capital Advisors’s Simon Property Group SPG Stock Holding History

Childress Capital 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 		$584K Sell
2,610
-92
-3% -$18.9K 0.1% 149
2026
Q1 		$504K Sell
2,702
-518
-16% -$98.8K 0.09% 162
2025
Q4 		$596K Buy
3,220
+1,286
+66% +$234K 0.1% 156
2025
Q3 		$363K Buy
1,934
+326
+20% +$56.3K 0.07% 195
2025
Q2 		$259K Sell
1,608
-38
-2% -$6K 0.07% 209
2025
Q1 		$273K Sell
1,646
-43
-3% -$7.52K 0.08% 176
2024
Q4 		$291K Buy
1,689
+58
+4% +$10.2K 0.08% 156
2024
Q3 		$276K Buy
1,631
+31
+2% +$4.91K 0.07% 178
2024
Q2 		$243K Sell
1,600
-24
-1% -$3.54K 0.07% 179
2024
Q1 		$254K Sell
1,624
-118
-7% -$17.3K 0.07% 171
2023
Q4 		$248K Buy
+1,742
New +$211K 0.07% 170
2023
Q1 		– Sell
-1,884
Closed -$221K – 161
2022
Q4 		$221K Buy
+1,884
New +$209K 0.07% 166
2021
Q1 		– Sell
-235
Closed -$20K – 833
2020
Q4 		$20K Buy
+235
New +$17.9K 0.01% 359

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

Childress Capital Advisors's SPG Position: Q2 2026 in Review

Childress Capital Advisors reduced its Simon Property Group (SPG) stake by 3.4% in Q2 2026, selling an estimated $18.9K and leaving 2,610 shares worth $584K. The position accounts for 0.1% of the portfolio, ranked #149.

Childress Capital Advisors first reported a position in SPG in Q4 2020 and has held it in 13 quarters since. The position peaked at $596K in Q4 2025. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Childress Capital Advisors held 2,610 shares of Simon Property Group worth $584K as of Q2 2026.
  • Childress Capital Advisors sold 92 Simon Property Group shares in Q2 2026, an estimated $18.9K.
  • Simon Property Group made up 0.1% of Childress Capital Advisors's portfolio in Q2 2026, its #149 holding.
  • Childress Capital Advisors first reported a position in Simon Property Group in Q4 2020 and has held it in 13 quarters since.
  • Childress Capital Advisors's Simon Property Group position peaked at $596K in Q4 2025.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.