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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Genesee Capital Advisors's SPG Position: Q1 2026 in Review

Genesee Capital Advisors reduced its Simon Property Group (SPG) stake by 8.1% in Q1 2026, selling an estimated $88.3K and leaving 5,255 shares worth $980K. The position accounts for 0.41% of the portfolio, ranked #60.

Genesee Capital Advisors first reported a position in SPG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Genesee Capital Advisors held 5,255 shares of Simon Property Group worth $980K as of Q1 2026.
Genesee Capital Advisors sold 463 Simon Property Group shares in Q1 2026, an estimated $88.3K.
Simon Property Group made up 0.41% of Genesee Capital Advisors's portfolio in Q1 2026, its #60 holding.
Genesee Capital Advisors first reported a position in Simon Property Group in Q2 2024 and has held it in 8 quarters since.
Genesee Capital Advisors's Simon Property Group position peaked at $1.06M in Q4 2025.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.