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Gallagher Fiduciary Advisors’s Simon Property Group SPG Stock Holding History

Gallagher Fiduciary 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 		$448K Sell
2,003
-48
-2% -$9.88K 0.01% 213
2026
Q1 		$383K Sell
2,051
-286
-12% -$54.5K 0.01% 216
2025
Q4 		$433K Buy
2,337
+6
+0.3% +$1.09K 0.01% 212
2025
Q3 		$437K Sell
2,331
-2,130
-48% -$368K 0.02% 192
2025
Q2 		$717K Sell
4,461
-169
-4% -$26.7K 0.03% 124
2025
Q1 		$769K Buy
4,630
+121
+3% +$21.1K 0.03% 114
2024
Q4 		$777K Buy
4,509
+307
+7% +$53.9K 0.15% 84
2024
Q3 		$710K Sell
4,202
-573
-12% -$90.7K 0.14% 79
2024
Q2 		$725K Buy
4,775
+30
+0.6% +$4.42K 0.16% 72
2024
Q1 		$743K Sell
4,745
-424
-8% -$62.2K 0.03% 79
2023
Q4 		$737K Sell
5,169
-848
-14% -$103K 0.03% 76
2023
Q3 		$650K Sell
6,017
-427
-7% -$50K 0.06% 75
2023
Q2 		$745K Buy
6,444
+9
+0.1% +$980 0.06% 81
2023
Q1 		$721K Buy
+6,435
New +$768K 0.06% 97

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

Gallagher Fiduciary Advisors's SPG Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Simon Property Group (SPG) stake by 2.3% in Q2 2026, selling an estimated $9.88K and leaving 2,003 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #213.

Gallagher Fiduciary Advisors first reported a position in SPG in Q1 2023 and has held it in 14 quarters since. The position peaked at $777K in Q4 2024. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Gallagher Fiduciary Advisors held 2,003 shares of Simon Property Group worth $448K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 48 Simon Property Group shares in Q2 2026, an estimated $9.88K.
  • Simon Property Group made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #213 holding.
  • Gallagher Fiduciary Advisors first reported a position in Simon Property Group in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's Simon Property Group position peaked at $777K in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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