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Harbor Investment Advisory’s Simon Property Group SPG Stock Holding History

Harbor Investment Advisory’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 		$217K Hold
972
– – 0.02% 407
2026
Q1 		$181K Sell
972
-115
-11% -$21.9K 0.01% 416
2025
Q4 		$201K Buy
1,087
+38
+4% +$6.9K 0.02% 405
2025
Q3 		$197K Sell
1,049
-105
-9% -$18.1K 0.02% 395
2025
Q2 		$185K Sell
1,154
-149
-11% -$23.5K 0.02% 385
2025
Q1 		$216K Sell
1,303
-150
-10% -$26.2K 0.02% 362
2024
Q4 		$250K Sell
1,453
-665
-31% -$117K 0.02% 327
2024
Q3 		$358K Hold
2,118
– – 0.04% 271
2024
Q2 		$322K Hold
2,118
– – 0.03% 274
2024
Q1 		$331K Sell
2,118
-550
-21% -$80.7K 0.03% 266
2023
Q4 		$381K Sell
2,668
-649
-20% -$78.4K 0.04% 244
2023
Q3 		$358K Sell
3,317
-50
-1% -$5.86K 0.05% 243
2023
Q2 		$389K Sell
3,367
-383
-10% -$41.7K 0.05% 252
2023
Q1 		$420K Sell
3,750
-686
-15% -$81.9K 0.06% 233
2022
Q4 		$521K Sell
4,436
-2,663
-38% -$296K 0.08% 198
2022
Q3 		$637K Sell
7,099
-1,043
-13% -$107K 0.1% 167
2022
Q2 		$773K Sell
8,142
-438
-5% -$50.2K 0.12% 150
2022
Q1 		$1.13M Buy
8,580
+3,759
+78% +$536K 0.15% 123
2021
Q4 		$770K Buy
4,821
+3,422
+245% +$522K 0.1% 172
2021
Q3 		$182K Buy
1,399
+51
+4% +$6.64K 0.02% 387
2021
Q2 		$176K Buy
1,348
+350
+35% +$43.5K 0.02% 391
2021
Q1 		$114K Buy
998
+523
+110% +$54.6K 0.02% 452
2020
Q4 		$41K Sell
475
-98
-17% -$7.48K 0.01% 682
2020
Q3 		$37K Buy
573
+136
+31% +$8.92K 0.01% 584
2020
Q2 		$30K Buy
437
+23
+6% +$1.44K 0.01% 540
2020
Q1 		$23K Sell
414
-28
-6% -$3.35K 0.01% 553
2019
Q4 		$66K Buy
+442
New +$66.3K 0.02% 377

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 $3.38T AUM 44.17% 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

Harbor Investment Advisory's SPG Position: Q2 2026 in Review

Harbor Investment Advisory held its Simon Property Group (SPG) position steady in Q2 2026 at 972 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #407.

Harbor Investment Advisory first reported a position in SPG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.13M in Q1 2022. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Harbor Investment Advisory held 972 shares of Simon Property Group worth $217K as of Q2 2026.
  • Harbor Investment Advisory left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #407 holding.
  • Harbor Investment Advisory first reported a position in Simon Property Group in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Simon Property Group position peaked at $1.13M in Q1 2022.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.