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Choate Investment Advisors’s Simon Property Group SPG Stock Holding History

Choate Investment 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 		$208K Buy
+928
New +$191K ﹤0.01% 454
2014
Q2 		– Sell
-2,258
Closed -$348K – 314
2014
Q1 		$348K Hold
2,258
– – 0.02% 214
2013
Q4 		$323K Hold
2,258
– – 0.02% 221
2013
Q3 		$315K Hold
2,258
– – 0.02% 212
2013
Q2 		$335K Buy
+2,258
New +$362K 0.03% 203

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

Choate Investment Advisors's SPG Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in Simon Property Group (SPG) in Q2 2026: 928 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in SPG as recently as Q1 2014.

Choate Investment Advisors first reported a position in SPG in Q2 2013 and has held it in 5 quarters since. The position peaked at $348K in Q1 2014. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Choate Investment Advisors held 928 shares of Simon Property Group worth $208K as of Q2 2026.
  • Simon Property Group was a new Choate Investment Advisors position in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #454 holding.
  • Choate Investment Advisors first reported a position in Simon Property Group in Q2 2013 and has held it in 5 quarters since.
  • Choate Investment Advisors's Simon Property Group position peaked at $348K in Q1 2014.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.