Coppell Advisory Solutions’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$678K Buy
+5,603
New +$1.15M 0.06% 241
2026
Q1
Sell
-1,771
Closed -$331K 301
2025
Q4
$331K Buy
1,771
+13
+0.7% +$2.36K 0.03% 313
2025
Q3
$327K Buy
+1,758
New +$303K 0.03% 319
2025
Q1
Sell
-58
Closed -$9.91K 1635
2024
Q4
$9.91K Buy
58
+26
+81% +$4.56K ﹤0.01% 1121
2024
Q3
$5.37K Hold
32
﹤0.01% 1242
2024
Q2
$4.86K Buy
+32
New +$4.71K ﹤0.01% 1206
2023
Q4
$9.84K Buy
+69
New +$8.34K ﹤0.01% 938
2023
Q3
Sell
-56
Closed -$6.43K 1508
2023
Q2
$6.43K Buy
+56
New +$6.1K ﹤0.01% 798

Other funds holding SPG

Coppell Advisory Solutions's SPG Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Simon Property Group (SPG) in Q2 2026: 5,603 shares worth $678K. The stake represents 0.06% of the portfolio and ranks #241 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPG as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SPG in Q2 2023 and has held it in 8 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Coppell Advisory Solutions held 5,603 shares of Simon Property Group worth $678K as of Q2 2026.
  • Simon Property Group was a new Coppell Advisory Solutions position in Q2 2026.
  • Simon Property Group made up 0.06% of Coppell Advisory Solutions's portfolio in Q2 2026, its #241 holding.
  • Coppell Advisory Solutions first reported a position in Simon Property Group in Q2 2023 and has held it in 8 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.