Insigneo Advisory Services’s Simon Property Group SPG Stock Holding History

Insigneo Advisory Services’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	$804K	Buy	4,313 +19	+0.4%	+$3.62K	0.06%	255
2025 Q4	$795K	Sell	4,294 -764	-15%	-$139K	0.06%	258
2025 Q3	$949K	Buy	5,058 +307	+6%	+$53K	0.07%	222
2025 Q2	$764K	Sell	4,751 -159	-3%	-$25.1K	0.07%	234
2025 Q1	$815K	Buy	4,910 +2,416	+97%	+$422K	0.08%	198
2024 Q4	$429K	Sell	2,494 -99	-4%	-$17.4K	0.04%	329
2024 Q3	$438K	Buy	2,593 +874	+51%	+$138K	0.04%	342
2024 Q2	$254K	Sell	1,719 -2,783	-62%	-$410K	0.03%	446
2024 Q1	$705K	Buy	4,502 +162	+4%	+$23.8K	0.08%	204
2023 Q4	$619K	Sell	4,340 -888	-17%	-$107K	0.09%	205
2023 Q3	$565K	Buy	5,228 +1,767	+51%	+$207K	0.12%	168
2023 Q2	$400K	Buy	3,461 +574	+20%	+$62.5K	0.08%	236
2023 Q1	$314K	Buy	2,887 +69	+2%	+$8.24K	0.1%	203
2022 Q4	$331K	Buy	+2,818	New	+$313K	0.13%	175

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

Insigneo Advisory Services's SPG Position: Q1 2026 in Review

Insigneo Advisory Services increased its Simon Property Group (SPG) stake by 0.44% in Q1 2026, buying an estimated $3.62K and bringing the position to 4,313 shares worth $804K. The position accounts for 0.06% of the portfolio, ranked #255.

Insigneo Advisory Services first reported a position in SPG in Q4 2022 and has held it in 14 quarters since. The position peaked at $949K in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Insigneo Advisory Services held 4,313 shares of Simon Property Group worth $804K as of Q1 2026.
Insigneo Advisory Services bought 19 Simon Property Group shares in Q1 2026, an estimated $3.62K.
Simon Property Group made up 0.06% of Insigneo Advisory Services's portfolio in Q1 2026, its #255 holding.
Insigneo Advisory Services first reported a position in Simon Property Group in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Simon Property Group position peaked at $949K in Q3 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.