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Independent Advisor Alliance’s Simon Property Group SPG Stock Holding History

Independent Advisor Alliance’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 		$15.4M Sell
68,672
-482
-0.7% -$99.2K 0.36% 42
2026
Q1 		$12.9M Sell
69,154
-6,488
-9% -$1.24M 0.14% 135
2025
Q4 		$14M Buy
75,642
+3,326
+5% +$604K 0.34% 39
2025
Q3 		$13.6M Sell
72,316
-525
-0.7% -$90.6K 0.35% 44
2025
Q2 		$11.7M Sell
72,841
-2,948
-4% -$466K 0.34% 48
2025
Q1 		$12.6M Buy
75,789
+6,335
+9% +$1.11M 0.42% 40
2024
Q4 		$12M Buy
69,454
+2,661
+4% +$467K 0.16% 143
2024
Q3 		$11.3M Sell
66,793
-1,802
-3% -$285K 0.41% 41
2024
Q2 		$10.4M Sell
68,595
-3,333
-5% -$491K 0.36% 47
2024
Q1 		$11.3M Buy
71,928
+5,517
+8% +$809K 0.41% 48
2023
Q4 		$9.47M Buy
66,411
+539
+0.8% +$65.2K 0.34% 56
2023
Q3 		$7.12M Buy
65,872
+294
+0.4% +$34.4K 0.32% 61
2023
Q2 		$7.57M Buy
65,578
+2,383
+4% +$260K 0.33% 62
2023
Q1 		$7.08M Buy
63,195
+16
+0% +$1.91K 0.34% 65
2022
Q4 		$7.42K Sell
63,179
-12,085
-16% -$1.34M ﹤0.01% 180
2022
Q3 		$6.75M Buy
75,264
+4,232
+6% +$433K 0.39% 64
2022
Q2 		$6.74M Sell
71,032
-9,803
-12% -$1.12M 0.38% 63
2022
Q1 		$10.6M Buy
80,835
+10,119
+14% +$1.44M 0.51% 48
2021
Q4 		$11.3M Buy
70,716
+9,041
+15% +$1.38M 0.56% 44
2021
Q3 		$8.02M Buy
61,675
+15,620
+34% +$2.03M 0.45% 59
2021
Q2 		$6.01M Buy
46,055
+7,941
+21% +$987K 0.33% 81
2021
Q1 		$4.34M Buy
38,114
+7,344
+24% +$766K 0.26% 97
2020
Q4 		$2.62M Buy
30,770
+5,345
+21% +$408K 0.18% 115
2020
Q3 		$1.65M Buy
25,425
+19,209
+309% +$1.26M 0.12% 135
2020
Q2 		$425K Buy
+6,216
New +$390K 0.05% 298
2019
Q2 		– Sell
-1,120
Closed -$204K – 473
2019
Q1 		$204K Buy
+1,120
New +$199K 0.03% 408

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

Independent Advisor Alliance's SPG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Simon Property Group (SPG) stake by 0.7% in Q2 2026, selling an estimated $99.2K and leaving 68,672 shares worth $15.4M. The position accounts for 0.36% of the portfolio, ranked #42.

Independent Advisor Alliance first reported a position in SPG in Q1 2019 and has held it in 26 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Independent Advisor Alliance held 68,672 shares of Simon Property Group worth $15.4M as of Q2 2026.
  • Independent Advisor Alliance sold 482 Simon Property Group shares in Q2 2026, an estimated $99.2K.
  • Simon Property Group made up 0.36% of Independent Advisor Alliance's portfolio in Q2 2026, its #42 holding.
  • Independent Advisor Alliance first reported a position in Simon Property Group in Q1 2019 and has held it in 26 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.