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Fortis Capital Advisors’s Simon Property Group SPG Stock Holding History

Fortis Capital 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 		$267K Buy
1,192
+26
+2% +$5.35K 0.03% 349
2026
Q1 		$218K Buy
1,166
+54
+5% +$10.3K 0.03% 350
2025
Q4 		$206K Sell
1,112
-135
-11% -$24.5K 0.03% 296
2025
Q3 		$234K Buy
+1,247
New +$215K 0.04% 249
2023
Q2 		– Sell
-10
Closed -$1.12K – 538
2023
Q1 		$1.12K Buy
+10
New +$1.19K ﹤0.01% 605

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

Fortis Capital Advisors's SPG Position: Q2 2026 in Review

Fortis Capital Advisors increased its Simon Property Group (SPG) stake by 2.2% in Q2 2026, buying an estimated $5.35K and bringing the position to 1,192 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #349.

Fortis Capital Advisors first reported a position in SPG in Q1 2023 and has held it in 5 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Fortis Capital Advisors held 1,192 shares of Simon Property Group worth $267K as of Q2 2026.
  • Fortis Capital Advisors bought 26 Simon Property Group shares in Q2 2026, an estimated $5.35K.
  • Simon Property Group made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #349 holding.
  • Fortis Capital Advisors first reported a position in Simon Property Group in Q1 2023 and has held it in 5 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.