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Flagship Harbor Advisors’s Simon Property Group SPG Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-326
Closed -$60.4K – 1980
2025
Q4 		$60.4K Buy
+326
New +$59.2K ﹤0.01% 1015
2024
Q1 		– Sell
-5,013
Closed -$715K – 714
2023
Q4 		$715K Buy
5,013
+676
+16% +$81.7K 0.05% 281
2023
Q3 		$469K Sell
4,337
-116
-3% -$13.6K 0.04% 349
2023
Q2 		$514K Sell
4,453
-10,182
-70% -$1.11M 0.04% 327
2023
Q1 		$1.64M Buy
14,635
+639
+5% +$76.3K 0.15% 157
2022
Q4 		$1.64M Buy
13,996
+98
+0.7% +$10.9K 0.17% 154
2022
Q3 		$1.25M Buy
13,898
+79
+0.6% +$8.08K 0.14% 165
2022
Q2 		$1.31M Buy
13,819
+17
+0.1% +$1.95K 0.15% 171
2022
Q1 		$1.82M Buy
13,802
+760
+6% +$108K 0.18% 145
2021
Q4 		$2.08M Buy
13,042
+2,719
+26% +$415K 0.2% 128
2021
Q3 		$1.35M Hold
10,323
– – 0.14% 163
2021
Q2 		$1.35M Buy
10,323
+2,278
+28% +$283K 0.14% 163
2021
Q1 		$915K Buy
8,045
+855
+12% +$89.2K 0.1% 213
2020
Q4 		$613K Buy
7,190
+1,667
+30% +$127K 0.08% 266
2020
Q3 		$357K Buy
5,523
+4,848
+718% +$318K 0.05% 318
2020
Q2 		$46K Buy
675
+109
+19% +$6.84K 0.01% 880
2020
Q1 		$31K Buy
566
+87
+18% +$10.4K 0.01% 897
2019
Q4 		$71K Buy
479
+49
+11% +$7.35K 0.01% 713
2019
Q3 		$66K Sell
430
-115
-21% -$17.9K 0.01% 701
2019
Q2 		$87K Buy
545
+18
+3% +$3.1K 0.02% 605
2019
Q1 		$96K Buy
527
+62
+13% +$11K 0.02% 575
2018
Q4 		$78K Buy
465
+181
+64% +$32.4K 0.02% 588
2018
Q3 		$50K Buy
284
+1
+0.4% +$177 0.01% 802
2018
Q2 		$48K Buy
+283
New +$45K 0.01% 797

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Flagship Harbor Advisors's SPG Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 326 shares — an estimated $60.4K sold.

Flagship Harbor Advisors first reported a position in SPG in Q2 2018 and held it in 24 quarters. The position peaked at $2.08M in Q4 2021. 1,310 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 326 Simon Property Group shares in Q1 2026, an estimated $60.4K.
  • Flagship Harbor Advisors first reported a position in Simon Property Group in Q2 2018 and held it in 24 quarters.
  • Flagship Harbor Advisors's Simon Property Group position peaked at $2.08M in Q4 2021.
  • 1,310 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.