Cornerstone Advisory
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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
Q3 		$267K Buy
1,330
+54
+4% +$11.8K 0.02% 244
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cornerstone Advisory's SPG Position: Q3 2026 in Review

Cornerstone Advisory increased its Simon Property Group (SPG) stake by 4.2% in Q3 2026, buying an estimated $11.8K and bringing the position to 1,330 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #244.

Cornerstone Advisory first reported a position in SPG in Q4 2020 and has held it in 24 quarters since. The position peaked at $742K in Q1 2021. 740 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Cornerstone Advisory held 1,330 shares of Simon Property Group worth $267K as of Q3 2026.
  • Cornerstone Advisory bought 54 Simon Property Group shares in Q3 2026, an estimated $11.8K.
  • Simon Property Group made up 0.02% of Cornerstone Advisory's portfolio in Q3 2026, its #244 holding.
  • Cornerstone Advisory first reported a position in Simon Property Group in Q4 2020 and has held it in 24 quarters since.
  • Cornerstone Advisory's Simon Property Group position peaked at $742K in Q1 2021.
  • 740 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.