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Frazier Financial Advisors’s Simon Property Group SPG Stock Holding History

Frazier Financial 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 		$13K Hold
58
– – 0.01% 362
2026
Q1 		$10.8K Buy
+58
New +$11.1K 0.01% 400
2024
Q4 		– Sell
-16
Closed -$2.71K – 851
2024
Q3 		$2.71K Sell
16
-21
-57% -$3.33K ﹤0.01% 654
2024
Q2 		$5.63K Sell
37
-46
-55% -$6.78K ﹤0.01% 577
2024
Q1 		$13K Buy
83
+63
+315% +$9.24K 0.01% 353
2023
Q4 		$2.85K Buy
+20
New +$2.42K ﹤0.01% 628

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

Frazier Financial Advisors's SPG Position: Q2 2026 in Review

Frazier Financial Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 58 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #362.

Frazier Financial Advisors first reported a position in SPG in Q4 2023 and has held it in 6 quarters since. The position peaked at $13K in Q1 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Frazier Financial Advisors held 58 shares of Simon Property Group worth $13K as of Q2 2026.
  • Frazier Financial Advisors left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #362 holding.
  • Frazier Financial Advisors first reported a position in Simon Property Group in Q4 2023 and has held it in 6 quarters since.
  • Frazier Financial Advisors's Simon Property Group position peaked at $13K in Q1 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.