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

Concurrent 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
Q1 		$5.98M Sell
32,069
-1,409
-4% -$269K 0.07% 317
2025
Q4 		$6.2M Buy
33,478
+1,238
+4% +$225K 0.07% 279
2025
Q3 		$6.05M Sell
32,240
-11,610
-26% -$2M 0.1% 208
2025
Q2 		$7.05M Sell
43,850
-7,230
-14% -$1.14M 0.14% 160
2025
Q1 		$8.48M Buy
51,080
+4,868
+11% +$851K 0.21% 108
2024
Q4 		$7.96M Buy
46,212
+15,325
+50% +$2.69M 0.21% 101
2024
Q3 		$5.22M Buy
30,887
+151
+0.5% +$23.9K 0.15% 141
2024
Q2 		$4.67M Buy
30,736
+369
+1% +$54.4K 0.15% 145
2024
Q1 		$4.75M Sell
30,367
-3
-0% -$440 0.19% 122
2023
Q4 		$4.33M Buy
+30,370
New +$3.67M 0.2% 113

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concurrent Investment Advisors's SPG Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Simon Property Group (SPG) stake by 4.2% in Q1 2026, selling an estimated $269K and leaving 32,069 shares worth $5.98M. The position accounts for 0.07% of the portfolio, ranked #317.

Concurrent Investment Advisors first reported a position in SPG in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.48M in Q1 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Concurrent Investment Advisors held 32,069 shares of Simon Property Group worth $5.98M as of Q1 2026.
  • Concurrent Investment Advisors sold 1,409 Simon Property Group shares in Q1 2026, an estimated $269K.
  • Simon Property Group made up 0.07% of Concurrent Investment Advisors's portfolio in Q1 2026, its #317 holding.
  • Concurrent Investment Advisors first reported a position in Simon Property Group in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Simon Property Group position peaked at $8.48M in Q1 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.