Lido Advisors
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Lido Advisors’s Simon Property Group SPG Stock Holding History

Lido 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
Q1 		$3.25M Buy
17,417
+306
+2% +$58.4K 0.01% 559
2025
Q4 		$3.21M Buy
17,111
+332
+2% +$60.3K 0.01% 582
2025
Q3 		$3.15M Buy
16,779
+4,851
+41% +$837K 0.01% 564
2025
Q2 		$1.92M Sell
11,928
-6,761
-36% -$1.07M 0.01% 599
2025
Q1 		$3.1M Buy
18,689
+2,781
+17% +$486K 0.01% 440
2024
Q4 		$2.74M Buy
15,908
+377
+2% +$66.2K 0.01% 449
2024
Q3 		$2.63M Buy
15,531
+2,667
+21% +$422K 0.01% 411
2024
Q2 		$1.95M Buy
12,864
+2,154
+20% +$317K 0.01% 455
2024
Q1 		$1.68M Sell
10,710
-2,217
-17% -$325K 0.01% 481
2023
Q4 		$1.84M Buy
12,927
+2,894
+29% +$350K 0.01% 436
2023
Q3 		$1.08M Sell
10,033
-936
-9% -$110K 0.01% 518
2023
Q2 		$1.27M Buy
10,969
+905
+9% +$98.6K 0.01% 473
2023
Q1 		$1.13M Buy
10,064
+1,309
+15% +$156K 0.01% 451
2022
Q4 		$1.03M Sell
8,755
-9,624
-52% -$1.07M 0.01% 408
2022
Q3 		$1.65M Buy
18,379
+662
+4% +$67.7K 0.02% 287
2022
Q2 		$1.68M Buy
17,717
+1,853
+12% +$212K 0.02% 252
2022
Q1 		$2.09M Sell
15,864
-18,597
-54% -$2.65M 0.02% 258
2021
Q4 		$5.5M Buy
34,461
+11,775
+52% +$1.8M 0.06% 158
2021
Q3 		$2.95M Sell
22,686
-2,635
-10% -$343K 0.04% 218
2021
Q2 		$3.3M Buy
25,321
+20,275
+402% +$2.52M 0.05% 199
2021
Q1 		$574K Buy
5,046
+104
+2% +$10.8K 0.01% 472
2020
Q4 		$427K Sell
4,942
-8,402
-63% -$642K 0.01% 520
2020
Q3 		$863K Buy
13,344
+4,898
+58% +$321K 0.02% 286
2020
Q2 		$578K Sell
8,446
-68
-0.8% -$4.27K 0.02% 326
2020
Q1 		$467K Buy
8,514
+1,515
+22% +$181K 0.02% 331
2019
Q4 		$1.04M Buy
+6,999
New +$1.05M 0.04% 256
2019
Q2 		– Sell
-1,236
Closed -$225K – 567
2019
Q1 		$225K Buy
+1,236
New +$220K 0.01% 465

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's SPG Position: Q1 2026 in Review

Lido Advisors increased its Simon Property Group (SPG) stake by 1.8% in Q1 2026, buying an estimated $58.4K and bringing the position to 17,417 shares worth $3.25M. The position accounts for 0.01% of the portfolio, ranked #559.

Lido Advisors first reported a position in SPG in Q1 2019 and has held it in 27 quarters since. The position peaked at $5.5M in Q4 2021. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Lido Advisors held 17,417 shares of Simon Property Group worth $3.25M as of Q1 2026.
  • Lido Advisors bought 306 Simon Property Group shares in Q1 2026, an estimated $58.4K.
  • Simon Property Group made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #559 holding.
  • Lido Advisors first reported a position in Simon Property Group in Q1 2019 and has held it in 27 quarters since.
  • Lido Advisors's Simon Property Group position peaked at $5.5M in Q4 2021.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.