Diversify Advisory Services’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
$1.21M Buy
+5,240
New +$1.08M 0.02% 566
2026
Q1
Sell
-5,124
Closed -$948K 759
2025
Q4
$948K Sell
5,124
-1,375
-21% -$250K 0.03% 412
2025
Q3
$1.15M Sell
6,499
-2,840
-30% -$490K 0.04% 330
2025
Q2
$1.58M Buy
9,339
+7,938
+567% +$1.25M 0.06% 226
2025
Q1
$220K Sell
1,401
-136
-9% -$23.8K 0.01% 593
2024
Q4
$263K Buy
+1,537
New +$270K 0.01% 518
2024
Q2
Sell
-3,870
Closed -$594K 712
2024
Q1
$594K Buy
+3,870
New +$568K 0.04% 379

Other funds holding SPG

Diversify Advisory Services's SPG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Simon Property Group (SPG) in Q2 2026: 5,240 shares worth $1.21M. The stake represents 0.02% of the portfolio and ranks #566 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPG as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPG in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q2 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Diversify Advisory Services held 5,240 shares of Simon Property Group worth $1.21M as of Q2 2026.
  • Simon Property Group was a new Diversify Advisory Services position in Q2 2026.
  • Simon Property Group made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #566 holding.
  • Diversify Advisory Services first reported a position in Simon Property Group in Q1 2024 and has held it in 7 quarters since.
  • Diversify Advisory Services's Simon Property Group position peaked at $1.58M in Q2 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.