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Innovative Asset Advisors Group’s Simon Property Group SPG Stock Holding History

Innovative Asset Advisors 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
Q2 		– Sell
-251
Closed -$46.8K – 913
2026
Q1 		$46.8K Buy
+251
New +$47.9K 0.03% 327

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

Innovative Asset Advisors Group's SPG Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 251 shares — an estimated $46.8K sold.

Innovative Asset Advisors Group first reported a position in SPG in Q1 2026 and held it in 1 quarter. The position peaked at $46.8K in Q1 2026. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 251 Simon Property Group shares in Q2 2026, an estimated $46.8K.
  • Innovative Asset Advisors Group first reported a position in Simon Property Group in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Simon Property Group position peaked at $46.8K in Q1 2026.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.