HAG
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HighPoint Advisor Group’s Simon Property Group SPG Stock Holding History

HighPoint 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
Q1 		– Sell
-4,003
Closed -$741K – 990
2025
Q4 		$741K Sell
4,003
-20
-0.5% -$3.63K 0.02% 551
2025
Q3 		$755K Buy
4,023
+484
+14% +$83.6K 0.04% 309
2025
Q2 		$569K Buy
3,539
+68
+2% +$10.7K 0.03% 347
2025
Q1 		$544K Buy
3,471
+75
+2% +$13.1K 0.03% 336
2024
Q4 		$626K Buy
3,396
+60
+2% +$10.5K 0.03% 328
2024
Q3 		$559K Buy
3,336
+37
+1% +$5.86K 0.03% 335
2024
Q2 		$511K Buy
3,299
+44
+1% +$6.48K 0.03% 344
2024
Q1 		$478K Buy
3,255
+42
+1% +$6.16K 0.03% 354
2023
Q4 		$485K Buy
+3,213
New +$388K 0.03% 360

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighPoint Advisor Group's SPG Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 4,003 shares — an estimated $741K sold.

HighPoint Advisor Group first reported a position in SPG in Q4 2023 and held it in 9 quarters. The position peaked at $755K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 4,003 Simon Property Group shares in Q1 2026, an estimated $741K.
  • HighPoint Advisor Group first reported a position in Simon Property Group in Q4 2023 and held it in 9 quarters.
  • HighPoint Advisor Group's Simon Property Group position peaked at $755K in Q3 2025.
  • 1,308 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.