HighTower Advisors’s Simon Property Group SPG Stock Holding History

HighTower 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
2023 Q3	–	Sell	-2	Closed	-$2.4K	–	3736
2023 Q2	$2.4K	Buy	+2	New	+$218	﹤0.01%	3360
2022 Q1	–	Sell	-18	Closed	-$20K	–	3657
2021 Q4	$20K	Buy	+18	New	+$2.75K	﹤0.01%	3111
2021 Q3	–	Sell	-30,200	Closed	-$75K	–	3421
2021 Q2	$75K	Buy	+30,200	New	+$3.75M	﹤0.01%	2849
2020 Q3	–	Sell	-5,200	Closed	-$27K	–	2684
2020 Q2	$27K	Buy	5,200 +5,100	+5,100%	+$320K	﹤0.01%	2235
2020 Q1	$1K	Buy	+100	New	+$12K	﹤0.01%	2204

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

HighTower Advisors's SPG Position: Q1 2026 in Review

HighTower Advisors reduced its Simon Property Group (SPG) stake by 7.4% in Q1 2026, selling an estimated $16.3M and leaving 1,066,090 shares worth $199M. The position accounts for 0.21% of the portfolio, ranked #100.

HighTower Advisors first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. The position peaked at $213M in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

HighTower Advisors held 1,066,090 shares of Simon Property Group worth $199M as of Q1 2026.
HighTower Advisors sold 85,606 Simon Property Group shares in Q1 2026, an estimated $16.3M.
Simon Property Group made up 0.21% of HighTower Advisors's portfolio in Q1 2026, its #100 holding.
HighTower Advisors first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Simon Property Group position peaked at $213M in Q4 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.