Level Four Advisory Services’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$206K Buy
+922
New +$190K 0.01% 891
2022
Q2
Sell
-1,531
Closed -$201K 648
2022
Q1
$201K Sell
1,531
-2,101
-58% -$299K 0.02% 610
2021
Q4
$580K Buy
3,632
+674
+23% +$103K 0.04% 352
2021
Q3
$385K Sell
2,958
-91
-3% -$11.8K 0.04% 339
2021
Q2
$398K Buy
3,049
+258
+9% +$32.1K 0.03% 465
2021
Q1
$318K Buy
2,791
+230
+9% +$24K 0.02% 498
2020
Q4
$218K Buy
+2,561
New +$196K 0.02% 542
2017
Q4
Sell
-1,487
Closed -$239K 556
2017
Q3
$239K Buy
1,487
+69
+5% +$11K 0.02% 462
2017
Q2
$241K Sell
1,418
-89
-6% -$14.5K 0.04% 425
2017
Q1
$257K Sell
1,507
-3,477
-70% -$621K 0.03% 448
2016
Q4
$886K Buy
+4,984
New +$925K 0.11% 185

Other funds holding SPG

Level Four Advisory Services's SPG Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in Simon Property Group (SPG) in Q2 2026: 922 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in SPG as recently as Q1 2022.

Level Four Advisory Services first reported a position in SPG in Q4 2016 and has held it in 11 quarters since. The position peaked at $886K in Q4 2016. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Level Four Advisory Services held 922 shares of Simon Property Group worth $206K as of Q2 2026.
  • Simon Property Group was a new Level Four Advisory Services position in Q2 2026.
  • Simon Property Group made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #891 holding.
  • Level Four Advisory Services first reported a position in Simon Property Group in Q4 2016 and has held it in 11 quarters since.
  • Level Four Advisory Services's Simon Property Group position peaked at $886K in Q4 2016.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.