FFA
SPG icon

Farther Finance Advisors’s Simon Property Group SPG Stock Holding History

Farther Finance 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 		$2.25M Buy
10,056
+830
+9% +$171K 0.02% 683
2026
Q1 		$1.74M Buy
9,226
+3,349
+57% +$639K 0.02% 717
2025
Q4 		$1.09M Buy
5,877
+1,295
+28% +$235K 0.01% 850
2025
Q3 		$860K Buy
4,582
+1,050
+30% +$181K 0.01% 803
2025
Q2 		$568K Buy
3,532
+207
+6% +$32.7K 0.01% 851
2025
Q1 		$553K Buy
3,325
+789
+31% +$138K 0.01% 738
2024
Q4 		$437K Sell
2,536
-245
-9% -$43K 0.02% 639
2024
Q3 		$470K Buy
2,781
+883
+47% +$140K 0.02% 612
2024
Q2 		$278K Buy
1,898
+234
+14% +$34.5K 0.01% 697
2024
Q1 		$255K Buy
1,664
+149
+10% +$21.9K 0.02% 602
2023
Q4 		$216K Buy
1,515
+873
+136% +$106K 0.02% 533
2023
Q3 		$69.3K Buy
642
+424
+194% +$49.7K 0.01% 675
2023
Q2 		$25.2K Buy
218
+9
+4% +$980 0.01% 918
2023
Q1 		$23.4K Sell
209
-23
-10% -$2.75K 0.01% 848
2022
Q4 		$27.3K Buy
+232
New +$25.8K 0.01% 638

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

Farther Finance Advisors's SPG Position: Q2 2026 in Review

Farther Finance Advisors increased its Simon Property Group (SPG) stake by 9% in Q2 2026, buying an estimated $171K and bringing the position to 10,056 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #683.

Farther Finance Advisors first reported a position in SPG in Q4 2022 and has held it in 15 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Farther Finance Advisors held 10,056 shares of Simon Property Group worth $2.25M as of Q2 2026.
  • Farther Finance Advisors bought 830 Simon Property Group shares in Q2 2026, an estimated $171K.
  • Simon Property Group made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #683 holding.
  • Farther Finance Advisors first reported a position in Simon Property Group in Q4 2022 and has held it in 15 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.