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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors's SPG Position: Q3 2026 in Review

HighTower Advisors reduced its Simon Property Group (SPG) stake by 9.5% in Q3 2026, selling an estimated $21.1M and leaving 924,789 shares worth $186M. The position accounts for 0.18% of the portfolio, ranked #118.

HighTower Advisors first reported a position in SPG in Q2 2013 and has held it in 54 quarters since. The position peaked at $228M in Q2 2026. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

HighTower Advisors held 924,789 shares of Simon Property Group worth $186M as of Q3 2026.
HighTower Advisors sold 96,704 Simon Property Group shares in Q3 2026, an estimated $21.1M.
Simon Property Group made up 0.18% of HighTower Advisors's portfolio in Q3 2026, its #118 holding.
HighTower Advisors first reported a position in Simon Property Group in Q2 2013 and has held it in 54 quarters since.
HighTower Advisors's Simon Property Group position peaked at $228M in Q2 2026.
1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.