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

Lloyd 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
Q2 		– Sell
-109
Closed -$20.3K – 955
2026
Q1 		$20.3K Sell
109
-10
-8% -$1.91K 0.01% 382
2025
Q4 		$22K Buy
+119
New +$21.6K 0.01% 326
2020
Q2 		– Hold
0
– – – 301
2020
Q1 		– Hold
0
– – – 255
2019
Q4 		– Hold
0
– – – 198

Other funds holding SPG

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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

Lloyd Advisory Services's SPG Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 109 shares — an estimated $20.3K sold.

Lloyd Advisory Services first reported a position in SPG in Q4 2025 and held it in 2 quarters. The position peaked at $22K in Q4 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 109 Simon Property Group shares in Q2 2026, an estimated $20.3K.
  • Lloyd Advisory Services first reported a position in Simon Property Group in Q4 2025 and held it in 2 quarters.
  • Lloyd Advisory Services's Simon Property Group position peaked at $22K in Q4 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.