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Cornerstone Advisory’s Simon Property Group SPG Stock Holding History

Cornerstone Advisory’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 		$285K Buy
1,276
+37
+3% +$7.61K 0.02% 224
2026
Q1 		$231K Buy
1,239
+13
+1% +$2.48K 0.02% 237
2025
Q4 		$227K Buy
1,226
+2
+0.2% +$363 0.02% 230
2025
Q3 		$230K Sell
1,224
-473
-28% -$81.7K 0.02% 222
2025
Q2 		$273K Buy
1,697
+3
+0.2% +$474 0.03% 199
2025
Q1 		$271K Sell
1,694
-3
-0.2% -$524 0.03% 194
2024
Q4 		$314K Buy
1,697
+52
+3% +$9.13K 0.04% 181
2024
Q3 		$278K Sell
1,645
-183
-10% -$29K 0.04% 188
2024
Q2 		$277K Buy
1,828
+20
+1% +$2.95K 0.04% 178
2024
Q1 		$283K Sell
1,808
-1,046
-37% -$153K 0.04% 194
2023
Q4 		$407K Buy
2,854
+70
+3% +$8.46K 0.06% 153
2023
Q3 		$301K Buy
2,784
+68
+3% +$7.96K 0.05% 174
2023
Q2 		$314K Sell
2,716
-2
-0.1% -$218 0.06% 172
2023
Q1 		$304K Sell
2,718
-359
-12% -$42.9K 0.05% 172
2022
Q4 		$361K Hold
3,077
– – 0.07% 147
2022
Q3 		$276K Sell
3,077
-100
-3% -$10.2K 0.06% 159
2022
Q2 		$302K Sell
3,177
-1
-0% -$115 0.07% 151
2022
Q1 		$418K Sell
3,178
-183
-5% -$26.1K 0.06% 170
2021
Q4 		$537K Sell
3,361
-1,387
-29% -$212K 0.08% 169
2021
Q3 		$617K Sell
4,748
-620
-12% -$80.7K 0.1% 150
2021
Q2 		$700K Sell
5,368
-1,156
-18% -$144K 0.12% 135
2021
Q1 		$742K Buy
6,524
+503
+8% +$52.5K 0.14% 119
2020
Q4 		$513K Buy
+6,021
New +$460K 0.1% 146

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

Cornerstone Advisory's SPG Position: Q2 2026 in Review

Cornerstone Advisory increased its Simon Property Group (SPG) stake by 3% in Q2 2026, buying an estimated $7.61K and bringing the position to 1,276 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #224.

Cornerstone Advisory first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. The position peaked at $742K in Q1 2021. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cornerstone Advisory held 1,276 shares of Simon Property Group worth $285K as of Q2 2026.
  • Cornerstone Advisory bought 37 Simon Property Group shares in Q2 2026, an estimated $7.61K.
  • Simon Property Group made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #224 holding.
  • Cornerstone Advisory first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
  • Cornerstone Advisory's Simon Property Group position peaked at $742K in Q1 2021.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.