CoreCap Advisors’s Simon Property Group SPG Stock Holding History

CoreCap 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	$147K	Sell	657 -26	-4%	-$5.35K	﹤0.01%	972
2026 Q1	$128K	Buy	683 +9	+1%	+$1.72K	﹤0.01%	952
2025 Q4	$125K	Sell	674 -30	-4%	-$5.45K	﹤0.01%	948
2025 Q3	$132K	Buy	704 +25	+4%	+$4.32K	﹤0.01%	944
2025 Q2	$109K	Sell	679 -171	-20%	-$27K	﹤0.01%	951
2025 Q1	$141K	Sell	850 -56	-6%	-$9.79K	0.01%	780
2024 Q4	$156K	Buy	906 +205	+29%	+$36K	0.01%	774
2024 Q3	$119K	Buy	+701	New	+$111K	0.01%	843
2024 Q2	–	Sell	-507	Closed	-$79.3K	–	2447
2024 Q1	$79.3K	Buy	+507	New	+$74.3K	﹤0.01%	934
2022 Q4	$38.3K	Buy	+325	New	+$36.1K	﹤0.01%	1081
2022 Q3	–	Sell	-8,740	Closed	-$830K	–	1852
2022 Q2	$830K	Buy	8,740 +2,619	+43%	+$300K	0.06%	243
2022 Q1	$805K	Buy	6,121 +2,209	+56%	+$315K	0.06%	268
2021 Q4	$625K	Buy	+3,912	New	+$597K	0.04%	318

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CoreCap Advisors's SPG Position: Q2 2026 in Review

CoreCap Advisors reduced its Simon Property Group (SPG) stake by 3.8% in Q2 2026, selling an estimated $5.35K and leaving 657 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

CoreCap Advisors first reported a position in SPG in Q4 2021 and has held it in 13 quarters since. The position peaked at $830K in Q2 2022. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

CoreCap Advisors held 657 shares of Simon Property Group worth $147K as of Q2 2026.
CoreCap Advisors sold 26 Simon Property Group shares in Q2 2026, an estimated $5.35K.
Simon Property Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #972 holding.
CoreCap Advisors first reported a position in Simon Property Group in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Simon Property Group position peaked at $830K in Q2 2022.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.