Crestwood Advisors Group’s Simon Property Group SPG Stock Holding History

Crestwood Advisors Group’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	$588K	Buy	2,629 +655	+33%	+$135K	0.01%	443
2026 Q1	$368K	Buy	1,974 +502	+34%	+$95.7K	0.01%	512
2025 Q4	$272K	Buy	1,472 +401	+37%	+$72.9K	﹤0.01%	551
2025 Q3	$201K	Buy	+1,071	New	+$185K	﹤0.01%	555
2016 Q1	–	Sell	-1,051	Closed	-$204K	–	151
2015 Q4	$204K	Buy	+1,051	New	+$204K	0.02%	143
2015 Q2	–	Sell	-1,051	Closed	-$206K	–	163
2015 Q1	$206K	Buy	+1,051	New	+$204K	0.03%	140

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

Crestwood Advisors Group's SPG Position: Q2 2026 in Review

Crestwood Advisors Group increased its Simon Property Group (SPG) stake by 33% in Q2 2026, buying an estimated $135K and bringing the position to 2,629 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #443.

Crestwood Advisors Group first reported a position in SPG in Q1 2015 and has held it in 6 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Crestwood Advisors Group held 2,629 shares of Simon Property Group worth $588K as of Q2 2026.
Crestwood Advisors Group bought 655 Simon Property Group shares in Q2 2026, an estimated $135K.
Simon Property Group made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #443 holding.
Crestwood Advisors Group first reported a position in Simon Property Group in Q1 2015 and has held it in 6 quarters since.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.