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Foundations Investment Advisors’s Simon Property Group SPG Stock Holding History

Foundations Investment 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 		$3.07M Sell
13,745
-123
-0.9% -$25.3K 0.03% 329
2026
Q1 		$2.59M Sell
13,868
-5,787
-29% -$1.1M 0.03% 318
2025
Q4 		$3.64M Sell
19,655
-485
-2% -$88.1K 0.05% 259
2025
Q3 		$3.78M Buy
20,140
+318
+2% +$54.9K 0.05% 244
2025
Q2 		$3.19M Buy
19,822
+1,775
+10% +$280K 0.05% 252
2025
Q1 		$3M Sell
18,047
-13,587
-43% -$2.37M 0.06% 248
2024
Q4 		$5.45M Buy
31,634
+155
+0.5% +$27.2K 0.11% 178
2024
Q3 		$5.32M Buy
+31,479
New +$4.98M 0.11% 157

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

Foundations Investment Advisors's SPG Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Simon Property Group (SPG) stake by 0.89% in Q2 2026, selling an estimated $25.3K and leaving 13,745 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #329.

Foundations Investment Advisors first reported a position in SPG in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.45M in Q4 2024. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Foundations Investment Advisors held 13,745 shares of Simon Property Group worth $3.07M as of Q2 2026.
  • Foundations Investment Advisors sold 123 Simon Property Group shares in Q2 2026, an estimated $25.3K.
  • Simon Property Group made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #329 holding.
  • Foundations Investment Advisors first reported a position in Simon Property Group in Q3 2024 and has held it in 8 quarters since.
  • Foundations Investment Advisors's Simon Property Group position peaked at $5.45M in Q4 2024.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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