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Edgemoor Investment Advisors’s Simon Property Group SPG Stock Holding History

Edgemoor Investment Advisors’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 		$15.5M Sell
69,083
-493
-0.7% -$101K 1.05% 25
2026
Q1 		$13M Buy
69,576
+35
+0.1% +$6.67K 1.02% 29
2025
Q4 		$12.9M Sell
69,541
-280
-0.4% -$50.9K 1% 27
2025
Q3 		$13.1M Sell
69,821
-146
-0.2% -$25.2K 1.01% 27
2025
Q2 		$11.2M Buy
69,967
+361
+0.5% +$57K 0.97% 28
2025
Q1 		$11.6M Sell
69,606
-137
-0.2% -$23.9K 1.06% 27
2024
Q4 		$12M Sell
69,743
-1,188
-2% -$209K 1.06% 23
2024
Q3 		$12M Buy
70,931
+1,905
+3% +$302K 1.04% 23
2024
Q2 		$10.5M Buy
69,026
+21,941
+47% +$3.23M 0.98% 26
2024
Q1 		$7.37M Buy
47,085
+2,094
+5% +$307K 0.7% 37
2023
Q4 		$6.42M Sell
44,991
-234
-0.5% -$28.3K 0.67% 37
2023
Q3 		$4.89M Buy
45,225
+1,700
+4% +$199K 0.58% 42
2023
Q2 		$5.03M Sell
43,525
-2,010
-4% -$219K 0.57% 44
2023
Q1 		$5.1M Buy
45,535
+180
+0.4% +$21.5K 0.62% 42
2022
Q4 		$5.33M Sell
45,355
-610
-1% -$67.8K 0.67% 42
2022
Q3 		$4.13M Buy
45,965
+1,489
+3% +$152K 0.55% 46
2022
Q2 		$4.22M Buy
44,476
+121
+0.3% +$13.9K 0.53% 47
2022
Q1 		$5.83M Buy
44,355
+3,465
+8% +$494K 0.62% 45
2021
Q4 		$6.53M Buy
40,890
+125
+0.3% +$19.1K 0.67% 44
2021
Q3 		$5.3M Sell
40,765
-5,570
-12% -$725K 0.6% 50
2021
Q2 		$6.05M Buy
46,335
+16,225
+54% +$2.02M 0.56% 50
2021
Q1 		$3.43M Buy
30,110
+20,805
+224% +$2.17M 0.34% 56
2020
Q4 		$794K Buy
+9,305
New +$711K 0.09% 77
2020
Q1 		– Sell
-54,255
Closed -$8.08M – 130
2019
Q4 		$8.08M Buy
54,255
+10,452
+24% +$1.57M 0.92% 45
2019
Q3 		$6.82M Buy
+43,803
New +$6.81M 0.84% 45

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 $3.37T AUM 44.26% 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

Edgemoor Investment Advisors's SPG Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its Simon Property Group (SPG) stake by 0.71% in Q2 2026, selling an estimated $101K and leaving 69,083 shares worth $15.5M. The position accounts for 1.05% of the portfolio, ranked #25.

Edgemoor Investment Advisors first reported a position in SPG in Q3 2019 and has held it in 25 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Edgemoor Investment Advisors held 69,083 shares of Simon Property Group worth $15.5M as of Q2 2026.
  • Edgemoor Investment Advisors sold 493 Simon Property Group shares in Q2 2026, an estimated $101K.
  • Simon Property Group made up 1.05% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Edgemoor Investment Advisors first reported a position in Simon Property Group in Q3 2019 and has held it in 25 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.