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Great Valley Advisor Group’s Simon Property Group SPG Stock Holding History

Great Valley Advisor Group’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 		$692K Sell
3,094
-402
-11% -$82.7K 0.01% 625
2026
Q1 		$652K Buy
3,496
+1,136
+48% +$217K 0.01% 603
2025
Q4 		$437K Buy
2,360
+52
+2% +$9.45K 0.01% 669
2025
Q3 		$433K Sell
2,308
-970
-30% -$167K 0.01% 664
2025
Q2 		$527K Sell
3,278
-23,077
-88% -$3.65M 0.01% 592
2025
Q1 		$4.38M Buy
26,355
+1,150
+5% +$201K 0.09% 186
2024
Q4 		$4.34M Sell
25,205
-1,185
-4% -$208K 0.1% 200
2024
Q3 		$4.46M Buy
26,390
+1,435
+6% +$227K 0.11% 187
2024
Q2 		$3.79M Sell
24,955
-1,849
-7% -$272K 0.11% 204
2024
Q1 		$4.19M Buy
26,804
+358
+1% +$52.5K 0.13% 174
2023
Q4 		$3.77M Buy
26,446
+2,436
+10% +$294K 0.13% 170
2023
Q3 		$2.59M Sell
24,010
-1,149
-5% -$135K 0.11% 193
2023
Q2 		$2.91M Buy
25,159
+757
+3% +$82.5K 0.12% 178
2023
Q1 		$2.73M Buy
24,402
+267
+1% +$31.9K 0.13% 180
2022
Q4 		$2.84M Sell
24,135
-823
-3% -$91.5K 0.14% 164
2022
Q3 		$2.24M Buy
24,958
+4,190
+20% +$429K 0.13% 176
2022
Q2 		$1.97M Buy
20,768
+1,074
+5% +$123K 0.11% 197
2022
Q1 		$2.59M Buy
19,694
+968
+5% +$138K 0.15% 168
2021
Q4 		$2.99M Buy
18,726
+677
+4% +$103K 0.18% 133
2021
Q3 		$2.35M Buy
18,049
+619
+4% +$80.6K 0.16% 153
2021
Q2 		$2.27M Sell
17,430
-3,802
-18% -$473K 0.17% 152
2021
Q1 		$2.42M Buy
21,232
+894
+4% +$93.3K 0.23% 107
2020
Q4 		$1.73M Buy
20,338
+927
+5% +$70.8K 0.18% 124
2020
Q3 		$1.26M Buy
19,411
+13,028
+204% +$854K 0.15% 149
2020
Q2 		$436K Buy
6,383
+474
+8% +$29.7K 0.07% 253
2020
Q1 		$325K Buy
5,909
+139
+2% +$16.6K 0.09% 226
2019
Q4 		$860K Buy
5,770
+104
+2% +$15.6K 0.19% 150
2019
Q3 		$880K Buy
+5,666
New +$881K 0.21% 140

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

Great Valley Advisor Group's SPG Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Simon Property Group (SPG) stake by 11% in Q2 2026, selling an estimated $82.7K and leaving 3,094 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #625.

Great Valley Advisor Group first reported a position in SPG in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.46M in Q3 2024. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Great Valley Advisor Group held 3,094 shares of Simon Property Group worth $692K as of Q2 2026.
  • Great Valley Advisor Group sold 402 Simon Property Group shares in Q2 2026, an estimated $82.7K.
  • Simon Property Group made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #625 holding.
  • Great Valley Advisor Group first reported a position in Simon Property Group in Q3 2019 and has held it in 28 quarters since.
  • Great Valley Advisor Group's Simon Property Group position peaked at $4.46M in Q3 2024.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.