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Focus Partners Advisor Solutions’s Simon Property Group SPG Stock Holding History

Focus Partners Advisor Solutions’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 		– Sell
-2,565
Closed -$479K – 1406
2026
Q1 		$479K Buy
+2,565
New +$489K ﹤0.01% 805
2025
Q4 		– Sell
-2,016
Closed -$376K – 1244
2025
Q3 		$376K Buy
2,016
+158
+9% +$27.3K ﹤0.01% 829
2025
Q2 		$299K Buy
1,858
+159
+9% +$25.1K ﹤0.01% 863
2025
Q1 		$282K Buy
1,699
+141
+9% +$24.6K ﹤0.01% 780
2024
Q4 		$268K Sell
1,558
-134
-8% -$23.5K ﹤0.01% 641
2024
Q3 		$286K Buy
+1,692
New +$268K 0.01% 588

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

Focus Partners Advisor Solutions's SPG Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 2,565 shares — an estimated $479K sold.

Focus Partners Advisor Solutions first reported a position in SPG in Q3 2024 and held it in 6 quarters. The position peaked at $479K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Focus Partners Advisor Solutions reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 2,565 Simon Property Group shares in Q2 2026, an estimated $479K.
  • Focus Partners Advisor Solutions first reported a position in Simon Property Group in Q3 2024 and held it in 6 quarters.
  • Focus Partners Advisor Solutions's Simon Property Group position peaked at $479K in Q1 2026.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.