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

GHP 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 		$103K Buy
461
+4
+0.9% +$823 ﹤0.01% 464
2026
Q1 		$85.2K Buy
457
+7
+2% +$1.33K ﹤0.01% 474
2025
Q4 		$83.4K Buy
450
+4
+0.9% +$727 ﹤0.01% 472
2025
Q3 		$83.7K Buy
446
+4
+0.9% +$691 ﹤0.01% 458
2025
Q2 		$71K Buy
442
+5
+1% +$790 ﹤0.01% 475
2025
Q1 		$72.6K Buy
437
+4
+0.9% +$699 ﹤0.01% 463
2024
Q4 		$74.5K Buy
433
+5
+1% +$878 ﹤0.01% 467
2024
Q3 		$72.4K Buy
428
+83
+24% +$13.1K ﹤0.01% 477
2024
Q2 		$52.4K Buy
345
+4
+1% +$589 ﹤0.01% 499
2024
Q1 		$53.3K Buy
341
+5
+1% +$733 ﹤0.01% 496
2023
Q4 		$48K Sell
336
-75
-18% -$9.07K ﹤0.01% 489
2023
Q3 		$44K Buy
+411
New +$48.1K ﹤0.01% 509
2022
Q3 		– Sell
-69
Closed -$7K – 966
2022
Q2 		$7K Buy
+69
New +$7.91K ﹤0.01% 766

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

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

GHP Investment Advisors increased its Simon Property Group (SPG) stake by 0.88% in Q2 2026, buying an estimated $823 and bringing the position to 461 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

GHP Investment Advisors first reported a position in SPG in Q2 2022 and has held it in 13 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • GHP Investment Advisors held 461 shares of Simon Property Group worth $103K as of Q2 2026.
  • GHP Investment Advisors bought 4 Simon Property Group shares in Q2 2026, an estimated $823.
  • Simon Property Group made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #464 holding.
  • GHP Investment Advisors first reported a position in Simon Property Group in Q2 2022 and has held it in 13 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.