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Fort Sheridan Advisors’s Simon Property Group SPG Stock Holding History

Fort Sheridan 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 		$400K Hold
1,789
– – 0.04% 209
2026
Q1 		$334K Hold
1,789
– – 0.04% 221
2025
Q4 		$331K Hold
1,789
– – 0.04% 202
2025
Q3 		$336K Hold
1,789
– – 0.04% 200
2025
Q2 		$288K Buy
1,789
+200
+13% +$31.6K 0.04% 207
2025
Q1 		$264K Sell
1,589
-150
-9% -$26.2K 0.04% 206
2024
Q4 		$299K Hold
1,739
– – 0.04% 202
2024
Q3 		$294K Buy
1,739
+300
+21% +$47.5K 0.04% 204
2024
Q2 		$218K Buy
+1,439
New +$212K 0.04% 217

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

Fort Sheridan Advisors's SPG Position: Q2 2026 in Review

Fort Sheridan Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 1,789 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #209.

Fort Sheridan Advisors first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Fort Sheridan Advisors held 1,789 shares of Simon Property Group worth $400K as of Q2 2026.
  • Fort Sheridan Advisors left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.04% of Fort Sheridan Advisors's portfolio in Q2 2026, its #209 holding.
  • Fort Sheridan Advisors first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.