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Covestor’s Simon Property Group SPG Stock Holding History

Covestor’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 		$19K Sell
83
-2
-2% -$412 0.01% 1201
2026
Q1 		$16K Sell
85
-62
-42% -$11.8K 0.01% 1205
2025
Q4 		$27K Sell
147
-60
-29% -$10.9K 0.01% 1151
2025
Q3 		$39K Sell
207
-18
-8% -$3.11K 0.02% 1026
2025
Q2 		$36K Buy
225
+14
+7% +$2.21K 0.02% 1034
2025
Q1 		$35K Buy
211
+45
+27% +$7.87K 0.02% 978
2024
Q4 		$29K Buy
166
+14
+9% +$2.46K 0.02% 1054
2024
Q3 		$26K Sell
152
-7
-4% -$1.11K 0.02% 1126
2024
Q2 		$24K Sell
159
-100
-39% -$14.7K 0.02% 1141
2024
Q1 		$40K Buy
259
+96
+59% +$14.1K 0.03% 966
2023
Q4 		$23K Sell
163
-64
-28% -$7.74K 0.02% 1149
2023
Q3 		$25K Sell
227
-6
-3% -$703 0.02% 1039
2023
Q2 		$26K Buy
233
+73
+46% +$7.95K 0.02% 1032
2023
Q1 		$18K Sell
160
-105
-40% -$12.5K 0.02% 1041
2022
Q4 		$31K Sell
265
-208
-44% -$23.1K 0.03% 904
2022
Q3 		$42K Sell
473
-312
-40% -$31.9K 0.04% 761
2022
Q2 		$74K Sell
785
-422
-35% -$48.4K 0.06% 574
2022
Q1 		$159K Buy
1,207
+364
+43% +$51.9K 0.11% 248
2021
Q4 		$135K Buy
+843
New +$129K 0.19% 68

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

Covestor's SPG Position: Q2 2026 in Review

Covestor reduced its Simon Property Group (SPG) stake by 2.4% in Q2 2026, selling an estimated $412 and leaving 83 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #1201.

Covestor first reported a position in SPG in Q4 2021 and has held it in 19 quarters since. The position peaked at $159K in Q1 2022. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Covestor held 83 shares of Simon Property Group worth $19K as of Q2 2026.
  • Covestor sold 2 Simon Property Group shares in Q2 2026, an estimated $412.
  • Simon Property Group made up 0.01% of Covestor's portfolio in Q2 2026, its #1201 holding.
  • Covestor first reported a position in Simon Property Group in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Simon Property Group position peaked at $159K in Q1 2022.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.