Cladis Investment Advisory’s Simon Property Group SPG Stock Holding History

Cladis Investment Advisory’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	$280K	Hold	1,500	–	–	0.15%	127
2025 Q4	$278K	Hold	1,500	–	–	0.15%	127
2025 Q3	$228K	Buy	+1,500	New	+$259K	0.13%	139
2024 Q4	–	Sell	-1,600	Closed	-$270K	–	140
2024 Q3	$270K	Hold	1,600	–	–	0.19%	107
2024 Q2	$243K	Hold	1,600	–	–	0.18%	117
2024 Q1	$250K	Sell	1,600 -500	-24%	-$73.3K	0.18%	118
2023 Q4	$300K	Buy	+2,100	New	+$254K	0.24%	103
2023 Q3	–	Sell	-2,100	Closed	-$218K	–	140
2023 Q2	$218K	Sell	2,100 -100	-5%	-$10.9K	0.19%	120
2023 Q1	$246K	Hold	2,200	–	–	0.22%	113
2022 Q4	$258K	Buy	+2,200	New	+$245K	0.26%	105
2022 Q2	–	Sell	-2,100	Closed	-$246K	–	146
2022 Q1	$246K	Sell	2,100 -100	-5%	-$14.2K	0.2%	128
2021 Q4	$351K	Buy	+2,200	New	+$336K	0.28%	106

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

Cladis Investment Advisory's SPG Position: Q1 2026 in Review

Cladis Investment Advisory held its Simon Property Group (SPG) position steady in Q1 2026 at 1,500 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #127.

Cladis Investment Advisory first reported a position in SPG in Q4 2021 and has held it in 12 quarters since. The position peaked at $351K in Q4 2021. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Cladis Investment Advisory held 1,500 shares of Simon Property Group worth $280K as of Q1 2026.
Cladis Investment Advisory left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up 0.15% of Cladis Investment Advisory's portfolio in Q1 2026, its #127 holding.
Cladis Investment Advisory first reported a position in Simon Property Group in Q4 2021 and has held it in 12 quarters since.
Cladis Investment Advisory's Simon Property Group position peaked at $351K in Q4 2021.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.