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Clearstead Advisors’s Simon Property Group SPG Stock Holding History

Clearstead 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 		$1.95M Buy
8,698
+8,074
+1,294% +$1.66M 0.02% 389
2026
Q1 		$116K Sell
624
-535
-46% -$102K ﹤0.01% 1109
2025
Q4 		$215K Buy
1,159
+334
+40% +$60.7K ﹤0.01% 922
2025
Q3 		$155K Buy
825
+88
+12% +$15.2K ﹤0.01% 937
2025
Q2 		$118K Buy
737
+605
+458% +$95.6K ﹤0.01% 1015
2025
Q1 		$21.9K Sell
132
-532
-80% -$93K ﹤0.01% 1403
2024
Q4 		$114K Sell
664
-629
-49% -$110K ﹤0.01% 990
2024
Q3 		$219K Buy
1,293
+105
+9% +$16.6K ﹤0.01% 829
2024
Q2 		$180K Buy
1,188
+180
+18% +$26.5K ﹤0.01% 845
2024
Q1 		$148K Sell
1,008
-85
-8% -$12.5K 0.01% 522
2023
Q4 		$156K Buy
1,093
+20
+2% +$2.42K 0.01% 495
2023
Q3 		$116K Buy
1,073
+334
+45% +$39.1K 0.01% 528
2023
Q2 		$85.3K Sell
739
-105
-12% -$11.4K 0.01% 614
2023
Q1 		$94.5K Buy
844
+169
+25% +$20.2K 0.01% 522
2022
Q4 		$79.3K Sell
675
-131
-16% -$14.6K 0.01% 545
2022
Q3 		$72K Buy
806
+224
+38% +$22.9K 0.01% 538
2022
Q2 		$55K Buy
582
+44
+8% +$5.04K ﹤0.01% 603
2022
Q1 		$71K Buy
538
+237
+79% +$33.8K ﹤0.01% 615
2021
Q4 		$48K Buy
+301
New +$45.9K ﹤0.01% 665
2021
Q3 		– Sell
-37
Closed -$5K – 1381
2021
Q2 		$5K Buy
+37
New +$4.6K ﹤0.01% 893
2020
Q3 		– Sell
-100
Closed -$7K – 927
2020
Q2 		$7K Hold
100
– – ﹤0.01% 639
2020
Q1 		$5K Buy
+100
New +$12K ﹤0.01% 652

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

Clearstead Advisors's SPG Position: Q2 2026 in Review

Clearstead Advisors increased its Simon Property Group (SPG) stake by 1,294% in Q2 2026, buying an estimated $1.66M and bringing the position to 8,698 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #389.

Clearstead Advisors first reported a position in SPG in Q1 2020 and has held it in 22 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Clearstead Advisors held 8,698 shares of Simon Property Group worth $1.95M as of Q2 2026.
  • Clearstead Advisors bought 8,074 Simon Property Group shares in Q2 2026, an estimated $1.66M.
  • Simon Property Group made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #389 holding.
  • Clearstead Advisors first reported a position in Simon Property Group in Q1 2020 and has held it in 22 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.