Crewe Advisors’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.83K Sell
35
-29
-45% -$5.97K ﹤0.01% 804
2026
Q1
$11.9K Buy
64
+48
+300% +$9.15K ﹤0.01% 603
2025
Q4
$2.96K Buy
+16
New +$2.91K ﹤0.01% 819
2024
Q4
Sell
-263
Closed -$44.5K 780
2024
Q3
$44.5K Buy
263
+4
+2% +$633 0.01% 311
2024
Q2
$39.3K Hold
259
﹤0.01% 414
2024
Q1
$40.5K Buy
+259
New +$38K ﹤0.01% 391
2023
Q1
Sell
-49
Closed -$5.76K 1010
2022
Q4
$5.76K Sell
49
-195
-80% -$21.7K ﹤0.01% 649
2022
Q3
$22K Sell
244
-257
-51% -$26.3K ﹤0.01% 445
2022
Q2
$48K Buy
501
+436
+671% +$50K 0.01% 303
2022
Q1
$9K Buy
65
+27
+71% +$3.85K ﹤0.01% 368
2021
Q4
$6K Buy
+38
New +$5.8K ﹤0.01% 349
2020
Q4
Sell
-47
Closed -$3K 627
2020
Q3
$3K Buy
+47
New +$3.08K ﹤0.01% 456

Other funds holding SPG

Crewe Advisors's SPG Position: Q2 2026 in Review

Crewe Advisors reduced its Simon Property Group (SPG) stake by 45% in Q2 2026, selling an estimated $5.97K and leaving 35 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Crewe Advisors first reported a position in SPG in Q3 2020 and has held it in 12 quarters since. The position peaked at $48K in Q2 2022. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Crewe Advisors held 35 shares of Simon Property Group worth $7.83K as of Q2 2026.
  • Crewe Advisors sold 29 Simon Property Group shares in Q2 2026, an estimated $5.97K.
  • Simon Property Group made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #804 holding.
  • Crewe Advisors first reported a position in Simon Property Group in Q3 2020 and has held it in 12 quarters since.
  • Crewe Advisors's Simon Property Group position peaked at $48K in Q2 2022.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.