IPG Investment Advisors’s Simon Property Group SPG Stock Holding History

IPG Investment 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	$1.9M	Buy	+8,509	New	+$1.75M	0.27%	85
2022 Q1	–	Sell	-1,480	Closed	-$237K	–	218
2021 Q4	$237K	Buy	+1,480	New	+$226K	0.04%	170
2016 Q4	–	Sell	-1,005	Closed	-$208K	–	148
2016 Q3	$208K	Sell	1,005 -300	-23%	-$65K	0.09%	105
2016 Q2	$283K	Sell	1,305 -30	-2%	-$6.12K	0.12%	97
2016 Q1	$277K	Hold	1,335	–	–	0.13%	83
2015 Q4	$261K	Buy	+1,335	New	+$259K	0.12%	91
2015 Q3	–	Sell	-1,400	Closed	-$242K	–	143
2015 Q2	$242K	Sell	1,400 -20	-1%	-$3.68K	0.09%	112
2015 Q1	$278K	Buy	1,420 +113	+9%	+$21.9K	0.11%	100
2014 Q4	$238K	Sell	1,307 -3	-0.2%	-$532	0.09%	101
2014 Q3	$229K	Hold	1,310	–	–	0.08%	88
2014 Q2	$218K	Buy	+1,310	New	+$214K	0.09%	90

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IPG Investment Advisors's SPG Position: Q2 2026 in Review

IPG Investment Advisors opened a new position in Simon Property Group (SPG) in Q2 2026: 8,509 shares worth $1.9M. The stake represents 0.27% of the portfolio and ranks #85 among its holdings. This is a return to the name: IPG Investment Advisors previously reported a position in SPG as recently as Q4 2021.

IPG Investment Advisors first reported a position in SPG in Q2 2014 and has held it in 11 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

IPG Investment Advisors held 8,509 shares of Simon Property Group worth $1.9M as of Q2 2026.
Simon Property Group was a new IPG Investment Advisors position in Q2 2026.
Simon Property Group made up 0.27% of IPG Investment Advisors's portfolio in Q2 2026, its #85 holding.
IPG Investment Advisors first reported a position in Simon Property Group in Q2 2014 and has held it in 11 quarters since.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.