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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Childress Capital Advisors's SPG Position: Q1 2026 in Review

Childress Capital Advisors reduced its Simon Property Group (SPG) stake by 16% in Q1 2026, selling an estimated $98.8K and leaving 2,702 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #162.

Childress Capital Advisors first reported a position in SPG in Q4 2020 and has held it in 12 quarters since. The position peaked at $596K in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Childress Capital Advisors held 2,702 shares of Simon Property Group worth $504K as of Q1 2026.
Childress Capital Advisors sold 518 Simon Property Group shares in Q1 2026, an estimated $98.8K.
Simon Property Group made up 0.09% of Childress Capital Advisors's portfolio in Q1 2026, its #162 holding.
Childress Capital Advisors first reported a position in Simon Property Group in Q4 2020 and has held it in 12 quarters since.
Childress Capital Advisors's Simon Property Group position peaked at $596K in Q4 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.