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Magnolia Capital Advisors’s Simon Property Group SPG Stock Holding History

Magnolia Capital 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 		$629K Sell
2,813
-15
-0.5% -$3.09K 0.11% 189
2026
Q1 		$528K Hold
2,828
– – 0.1% 198
2025
Q4 		$524K Buy
+2,828
New +$514K 0.11% 173
2025
Q3 		– Sell
-2,799
Closed -$450K – 251
2025
Q2 		$450K Buy
2,799
+4
+0.1% +$632 0.11% 165
2025
Q1 		$464K Sell
2,795
-6
-0.2% -$1.05K 0.13% 157
2024
Q4 		$482K Buy
2,801
+948
+51% +$166K 0.12% 161
2024
Q3 		$313K Buy
+1,853
New +$293K 0.16% 116

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 $3.38T AUM 44.17% 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

Magnolia Capital Advisors's SPG Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its Simon Property Group (SPG) stake by 0.53% in Q2 2026, selling an estimated $3.09K and leaving 2,813 shares worth $629K. The position accounts for 0.11% of the portfolio, ranked #189.

Magnolia Capital Advisors first reported a position in SPG in Q3 2024 and has held it in 7 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Magnolia Capital Advisors held 2,813 shares of Simon Property Group worth $629K as of Q2 2026.
  • Magnolia Capital Advisors sold 15 Simon Property Group shares in Q2 2026, an estimated $3.09K.
  • Simon Property Group made up 0.11% of Magnolia Capital Advisors's portfolio in Q2 2026, its #189 holding.
  • Magnolia Capital Advisors first reported a position in Simon Property Group in Q3 2024 and has held it in 7 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.