Clearstead Trust
SPG icon

Clearstead Trust’s Simon Property Group SPG Stock Holding History

Clearstead Trust’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
Q3 		$4.02K Buy
+20
New +$4.35K ﹤0.01% 847
2025
Q4 		– Sell
-170
Closed -$31.9K – 1474
2025
Q3 		$31.9K Sell
170
-96
-36% -$16.6K 0.01% 368
2025
Q2 		$42.8K Buy
266
+108
+68% +$17.1K 0.01% 328
2025
Q1 		$26.2K Hold
158
– – 0.01% 326
2024
Q4 		$27.2K Hold
158
– – 0.01% 298
2024
Q3 		$26.7K Hold
158
– – 0.01% 287
2024
Q2 		$24K Hold
158
– – 0.01% 296
2024
Q1 		$24.7K Buy
+158
New +$23.2K 0.01% 292

Other funds holding SPG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Clearstead Trust's SPG Position: Q3 2026 in Review

Clearstead Trust opened a new position in Simon Property Group (SPG) in Q3 2026: 20 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in SPG as recently as Q3 2025.

Clearstead Trust first reported a position in SPG in Q1 2024 and has held it in 8 quarters since. The position peaked at $42.8K in Q2 2025. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Clearstead Trust held 20 shares of Simon Property Group worth $4.02K as of Q3 2026.
  • Simon Property Group was a new Clearstead Trust position in Q3 2026.
  • Simon Property Group made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #847 holding.
  • Clearstead Trust first reported a position in Simon Property Group in Q1 2024 and has held it in 8 quarters since.
  • Clearstead Trust's Simon Property Group position peaked at $42.8K in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.