First Foundation Advisors’s Simon Property Group SPG Stock Holding History

First Foundation 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	$248K	Buy	1,108 +45	+4%	+$9.26K	0.01%	321
2026 Q1	$198K	Buy	+1,063	New	+$203K	0.01%	325
2025 Q4	–	Sell	-1,307	Closed	-$245K	–	351
2025 Q3	$245K	Buy	1,307 +3	+0.2%	+$518	0.01%	301
2025 Q2	$210K	Hold	1,304	–	–	0.01%	319
2025 Q1	$217K	Sell	1,304 -556	-30%	-$97.2K	0.01%	313
2024 Q4	$320K	Sell	1,860 -1,042	-36%	-$183K	0.01%	279
2024 Q3	$490K	Sell	2,902 -2,473	-46%	-$392K	0.02%	235
2024 Q2	$816K	Buy	5,375 +4,572	+569%	+$673K	0.03%	178
2024 Q1	$126K	Hold	803	–	–	0.01%	363
2023 Q4	$115K	Buy	+803	New	+$97.1K	0.01%	376
2016 Q1	–	Sell	-3,940	Closed	-$766K	–	326
2015 Q4	$766K	Buy	+3,940	New	+$763K	0.05%	151
2015 Q1	–	Sell	-70,495	Closed	-$12.8M	–	265
2014 Q4	$12.8M	Buy	70,495 +1,829	+3%	+$324K	1.13%	34
2014 Q3	$11.3M	Buy	68,666 +3,189	+5%	+$537K	1.12%	37
2014 Q2	$10.9M	Sell	65,477 -1,304	-2%	-$213K	1.19%	35
2014 Q1	$10.3M	Buy	66,781 +7,819	+13%	+$1.16M	1.28%	35
2013 Q4	$8.44M	Buy	+58,962	New	+$8.49M	1.14%	35

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

First Foundation Advisors's SPG Position: Q2 2026 in Review

First Foundation Advisors increased its Simon Property Group (SPG) stake by 4.2% in Q2 2026, buying an estimated $9.26K and bringing the position to 1,108 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #321.

First Foundation Advisors first reported a position in SPG in Q4 2013 and has held it in 16 quarters since. The position peaked at $12.8M in Q4 2014. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

First Foundation Advisors held 1,108 shares of Simon Property Group worth $248K as of Q2 2026.
First Foundation Advisors bought 45 Simon Property Group shares in Q2 2026, an estimated $9.26K.
Simon Property Group made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #321 holding.
First Foundation Advisors first reported a position in Simon Property Group in Q4 2013 and has held it in 16 quarters since.
First Foundation Advisors's Simon Property Group position peaked at $12.8M in Q4 2014.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.