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

Genesee 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	$1.18M	Buy	5,292 +37	+0.7%	+$7.61K	0.37%	58
2026 Q1	$980K	Sell	5,255 -463	-8%	-$88.3K	0.41%	60
2025 Q4	$1.06M	Buy	5,718 +169	+3%	+$30.7K	0.43%	57
2025 Q3	$1.04M	Sell	5,549 -107	-2%	-$18.5K	0.45%	55
2025 Q2	$909K	Buy	5,656 +139	+3%	+$22K	0.41%	60
2025 Q1	$916K	Buy	5,517 +462	+9%	+$80.8K	0.46%	54
2024 Q4	$871K	Sell	5,055 -85	-2%	-$14.9K	0.41%	57
2024 Q3	$869K	Sell	5,140 -319	-6%	-$50.5K	0.42%	54
2024 Q2	$829K	Buy	+5,459	New	+$804K	0.41%	55

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Genesee Capital Advisors increased its Simon Property Group (SPG) stake by 0.7% in Q2 2026, buying an estimated $7.61K and bringing the position to 5,292 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #58.

Genesee Capital Advisors first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Genesee Capital Advisors held 5,292 shares of Simon Property Group worth $1.18M as of Q2 2026.
Genesee Capital Advisors bought 37 Simon Property Group shares in Q2 2026, an estimated $7.61K.
Simon Property Group made up 0.37% of Genesee Capital Advisors's portfolio in Q2 2026, its #58 holding.
Genesee Capital Advisors first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.