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CVA Family Office’s Simon Property Group SPG Stock Holding History

CVA Family Office’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 		$173K Sell
773
-7
-0.9% -$1.44K 0.02% 360
2026
Q1 		$145K Sell
780
-4
-0.5% -$763 0.02% 382
2025
Q4 		$145K Buy
784
+37
+5% +$6.72K 0.02% 346
2025
Q3 		$140K Buy
747
+3
+0.4% +$518 0.02% 358
2025
Q2 		$120K Sell
744
-47
-6% -$7.43K 0.02% 375
2025
Q1 		$131K Sell
791
-82
-9% -$14.3K 0.02% 346
2024
Q4 		$150K Buy
873
+158
+22% +$27.7K 0.02% 314
2024
Q3 		$121K Buy
715
+72
+11% +$11.4K 0.02% 340
2024
Q2 		$97.6K Buy
643
+16
+3% +$2.36K 0.02% 357
2024
Q1 		$98.1K Buy
627
+3
+0.5% +$440 0.02% 362
2023
Q4 		$89K Buy
+624
New +$75.4K 0.02% 350
2023
Q3 		– Sell
-543
Closed -$62.7K – 835
2023
Q2 		$62.7K Sell
543
-69
-11% -$7.52K 0.01% 390
2023
Q1 		$68.5K Buy
612
+37
+6% +$4.42K 0.02% 376
2022
Q4 		$67.6K Buy
575
+40
+7% +$4.45K 0.02% 352
2022
Q3 		$48K Sell
535
-150
-22% -$15.3K 0.01% 377
2022
Q2 		$65K Sell
685
-15
-2% -$1.72K 0.02% 313
2022
Q1 		$92K Buy
700
+175
+33% +$24.9K 0.02% 277
2021
Q4 		$84K Buy
+525
New +$80.1K 0.02% 272
2021
Q3 		– Sell
-450
Closed -$59K – 809
2021
Q2 		$59K Buy
450
+90
+25% +$11.2K 0.02% 339
2021
Q1 		$41K Buy
+360
New +$37.6K 0.02% 297

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 $3.38T AUM 44.17% 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

CVA Family Office's SPG Position: Q2 2026 in Review

CVA Family Office reduced its Simon Property Group (SPG) stake by 0.9% in Q2 2026, selling an estimated $1.44K and leaving 773 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #360.

CVA Family Office first reported a position in SPG in Q1 2021 and has held it in 20 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • CVA Family Office held 773 shares of Simon Property Group worth $173K as of Q2 2026.
  • CVA Family Office sold 7 Simon Property Group shares in Q2 2026, an estimated $1.44K.
  • Simon Property Group made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #360 holding.
  • CVA Family Office first reported a position in Simon Property Group in Q1 2021 and has held it in 20 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.