IA
SPG icon

Inspire Advisors’s Simon Property Group SPG Stock Holding History

Inspire 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
2026
Q2 		$941K Buy
4,211
+287
+7% +$59.1K 0.07% 234
2026
Q1 		$732K Buy
3,924
+124
+3% +$23.6K 0.06% 255
2025
Q4 		$703K Sell
3,800
-214
-5% -$38.9K 0.06% 227
2025
Q3 		$753K Buy
4,014
+229
+6% +$39.5K 0.07% 205
2025
Q2 		$608K Buy
3,785
+295
+8% +$46.6K 0.06% 255
2025
Q1 		$580K Sell
3,490
-620
-15% -$108K 0.07% 218
2024
Q4 		$708K Sell
4,110
-8
-0.2% -$1.4K 0.09% 154
2024
Q3 		$696K Buy
4,118
+65
+2% +$10.3K 0.08% 156
2024
Q2 		$615K Sell
4,053
-73
-2% -$10.8K 0.08% 156
2024
Q1 		$646K Buy
4,126
+70
+2% +$10.3K 0.09% 153
2023
Q4 		$579K Buy
4,056
+1,133
+39% +$137K 0.09% 151
2023
Q3 		$316K Buy
2,923
+12
+0.4% +$1.41K 0.06% 197
2023
Q2 		$336K Buy
2,911
+528
+22% +$57.5K 0.06% 144
2023
Q1 		$267K Buy
2,383
+127
+6% +$15.2K 0.06% 138
2022
Q4 		$265K Sell
2,256
-443
-16% -$49.2K 0.07% 116
2022
Q3 		$242K Buy
2,699
+460
+21% +$47.1K 0.07% 89
2022
Q2 		$212K Buy
2,239
+621
+38% +$71.2K 0.06% 83
2022
Q1 		$213K Buy
+1,618
New +$231K 0.06% 86
2021
Q1 		– Sell
-1,269
Closed -$108K – 623
2020
Q4 		$108K Buy
+1,269
New +$96.9K 0.04% 113

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

Inspire Advisors's SPG Position: Q2 2026 in Review

Inspire Advisors increased its Simon Property Group (SPG) stake by 7.3% in Q2 2026, buying an estimated $59.1K and bringing the position to 4,211 shares worth $941K. The position accounts for 0.07% of the portfolio, ranked #234.

Inspire Advisors first reported a position in SPG in Q4 2020 and has held it in 19 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Inspire Advisors held 4,211 shares of Simon Property Group worth $941K as of Q2 2026.
  • Inspire Advisors bought 287 Simon Property Group shares in Q2 2026, an estimated $59.1K.
  • Simon Property Group made up 0.07% of Inspire Advisors's portfolio in Q2 2026, its #234 holding.
  • Inspire Advisors first reported a position in Simon Property Group in Q4 2020 and has held it in 19 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.