EI
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Ellevest Inc’s Simon Property Group SPG Stock Holding History

Ellevest Inc’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 		$1.05M Sell
4,686
-370
-7% -$76.1K 0.12% 118
2026
Q1 		$943K Buy
5,056
+256
+5% +$48.8K 0.13% 110
2025
Q4 		$889K Sell
4,800
-283
-6% -$51.4K 0.12% 118
2025
Q3 		$954K Buy
5,083
+1,722
+51% +$297K 0.14% 109
2025
Q2 		$540K Sell
3,361
-438
-12% -$69.2K 0.09% 182
2025
Q1 		$631K Sell
3,799
-205
-5% -$35.8K 0.04% 155
2024
Q4 		$690K Sell
4,004
-1,685
-30% -$296K 0.04% 149
2024
Q3 		$962K Sell
5,689
-250
-4% -$39.6K 0.05% 111
2024
Q2 		$902K Buy
5,939
+378
+7% +$55.7K 0.05% 106
2024
Q1 		$870K Buy
5,561
+409
+8% +$60K 0.05% 116
2023
Q4 		$735K Buy
5,152
+1,686
+49% +$204K 0.05% 118
2023
Q3 		$374K Buy
+3,466
New +$406K 0.03% 217
2023
Q2 		– Sell
-703
Closed -$78.7K – 1437
2023
Q1 		$78.7K Sell
703
-2
-0.3% -$239 0.01% 501
2022
Q4 		$82.8K Sell
705
-144
-17% -$16K 0.01% 489
2022
Q3 		$76K Buy
849
+147
+21% +$15K 0.01% 473
2022
Q2 		$67K Sell
702
-231
-25% -$26.5K 0.01% 493
2022
Q1 		$123K Buy
933
+243
+35% +$34.6K 0.01% 380
2021
Q4 		$110K Buy
690
+5
+0.7% +$763 0.01% 374
2021
Q3 		$89K Buy
685
+19
+3% +$2.47K 0.01% 388
2021
Q2 		$87K Buy
666
+25
+4% +$3.11K 0.01% 391
2021
Q1 		$73K Buy
641
+42
+7% +$4.38K 0.01% 395
2020
Q4 		$51K Buy
599
+204
+52% +$15.6K 0.01% 451
2020
Q3 		$26K Buy
395
+311
+370% +$20.4K ﹤0.01% 482
2020
Q2 		$6K Sell
84
-202
-71% -$12.7K ﹤0.01% 717
2020
Q1 		$16K Buy
286
+65
+29% +$7.77K ﹤0.01% 469
2019
Q4 		$33K Buy
+221
New +$33.1K 0.01% 298
2019
Q3 		– Sell
-261
Closed -$42K – 594
2019
Q2 		$42K Buy
+261
New +$45K 0.02% 134

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

Ellevest Inc's SPG Position: Q2 2026 in Review

Ellevest Inc reduced its Simon Property Group (SPG) stake by 7.3% in Q2 2026, selling an estimated $76.1K and leaving 4,686 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #118.

Ellevest Inc first reported a position in SPG in Q2 2019 and has held it in 27 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Ellevest Inc held 4,686 shares of Simon Property Group worth $1.05M as of Q2 2026.
  • Ellevest Inc sold 370 Simon Property Group shares in Q2 2026, an estimated $76.1K.
  • Simon Property Group made up 0.12% of Ellevest Inc's portfolio in Q2 2026, its #118 holding.
  • Ellevest Inc first reported a position in Simon Property Group in Q2 2019 and has held it in 27 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.