DoubleLine ETF Adviser’s Simon Property Group SPG Stock Holding History

DoubleLine ETF Adviser’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	$3.05M	Sell	13,659 -1,780	-12%	-$366K	1.26%	18
2026 Q1	$2.88M	Sell	15,439 -4,818	-24%	-$919K	1.1%	25
2025 Q4	$3.75M	Buy	20,257 +1,109	+6%	+$201K	1.12%	21
2025 Q3	$3.59M	Buy	19,148 +1,140	+6%	+$197K	1.08%	26
2025 Q2	$2.89M	Buy	18,008 +239	+1%	+$37.8K	0.93%	36
2025 Q1	$2.95M	Sell	17,769 -4,201	-19%	-$734K	0.98%	34
2024 Q4	$3.78M	Buy	21,970 +75	+0.3%	+$13.2K	1.02%	31
2024 Q3	$3.7M	Buy	+21,895	New	+$3.47M	0.9%	34
2024 Q2	–	Sell	-24,908	Closed	-$3.9M	–	235
2024 Q1	$3.9M	Buy	24,908 +2,512	+11%	+$368K	0.99%	26
2023 Q4	$3.19M	Buy	+22,396	New	+$2.71M	0.92%	27
2023 Q2	–	Sell	-16,475	Closed	-$1.84M	–	243
2023 Q1	$1.84M	Buy	16,475 +1,942	+13%	+$232K	0.79%	24
2022 Q4	$1.71M	Buy	+14,533	New	+$1.62M	0.88%	24

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

DoubleLine ETF Adviser's SPG Position: Q2 2026 in Review

DoubleLine ETF Adviser reduced its Simon Property Group (SPG) stake by 12% in Q2 2026, selling an estimated $366K and leaving 13,659 shares worth $3.05M. The position accounts for 1.26% of the portfolio, ranked #18.

DoubleLine ETF Adviser first reported a position in SPG in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.9M in Q1 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

DoubleLine ETF Adviser held 13,659 shares of Simon Property Group worth $3.05M as of Q2 2026.
DoubleLine ETF Adviser sold 1,780 Simon Property Group shares in Q2 2026, an estimated $366K.
Simon Property Group made up 1.26% of DoubleLine ETF Adviser's portfolio in Q2 2026, its #18 holding.
DoubleLine ETF Adviser first reported a position in Simon Property Group in Q4 2022 and has held it in 12 quarters since.
DoubleLine ETF Adviser's Simon Property Group position peaked at $3.9M in Q1 2024.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on DoubleLine ETF Adviser's 13F filing for Q2 2026, filed 14 Aug 2026.