Mercer Global Advisors
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Mercer Global Advisors’s Simon Property Group SPG Stock Holding History

Mercer Global 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 		$23.4M Sell
104,674
-37,738
-26% -$7.77M 0.03% 315
2026
Q1 		$26.6M Sell
142,412
-50,911
-26% -$9.71M 0.04% 263
2025
Q4 		$35.8M Buy
193,323
+4,433
+2% +$805K 0.05% 222
2025
Q3 		$35.4M Buy
188,890
+17,255
+10% +$2.98M 0.06% 194
2025
Q2 		$27.6M Sell
171,635
-1,331
-0.8% -$210K 0.06% 180
2025
Q1 		$28.7M Buy
172,966
+30,772
+22% +$5.38M 0.07% 167
2024
Q4 		$24.5M Buy
142,194
+27,529
+24% +$4.83M 0.06% 178
2024
Q3 		$19.4M Buy
114,665
+5,348
+5% +$847K 0.05% 213
2024
Q2 		$16.6M Buy
109,317
+1,867
+2% +$275K 0.05% 219
2024
Q1 		$16.8M Buy
107,450
+5,514
+5% +$809K 0.05% 220
2023
Q4 		$14.5M Buy
101,936
+8,911
+10% +$1.08M 0.04% 236
2023
Q3 		$10.1M Buy
93,025
+9,960
+12% +$1.17M 0.04% 271
2023
Q2 		$9.59M Buy
83,065
+3,097
+4% +$337K 0.04% 303
2023
Q1 		$8.95M Buy
79,968
+8,107
+11% +$968K 0.04% 289
2022
Q4 		$8.44M Buy
71,861
+5,113
+8% +$568K 0.04% 306
2022
Q3 		$5.99M Buy
66,748
+4,654
+7% +$476K 0.04% 334
2022
Q2 		$5.89M Buy
62,094
+14,250
+30% +$1.63M 0.04% 326
2022
Q1 		$6.29M Buy
47,844
+20,335
+74% +$2.9M 0.04% 327
2021
Q4 		$4.39M Buy
27,509
+1,412
+5% +$216K 0.03% 409
2021
Q3 		$3.39M Buy
26,097
+5,422
+26% +$706K 0.02% 452
2021
Q2 		$2.7M Buy
20,675
+8,267
+67% +$1.03M 0.02% 476
2021
Q1 		$1.41M Sell
12,408
-551
-4% -$57.5K 0.01% 658
2020
Q4 		$1.1M Buy
12,959
+177
+1% +$13.5K 0.01% 576
2020
Q3 		$827K Buy
12,782
+1,209
+10% +$79.3K 0.01% 606
2020
Q2 		$791K Buy
11,573
+404
+4% +$25.3K 0.01% 538
2020
Q1 		$613K Buy
11,169
+8,542
+325% +$1.02M 0.01% 610
2019
Q4 		$391K Sell
2,627
-559
-18% -$83.8K 0.01% 818
2019
Q3 		$495K Buy
+3,186
New +$495K 0.01% 700
2019
Q2 		– Sell
-1,373
Closed -$250K – 1191
2019
Q1 		$250K Buy
+1,373
New +$244K 0.01% 896

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 $3.37T 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

Mercer Global Advisors's SPG Position: Q2 2026 in Review

Mercer Global Advisors reduced its Simon Property Group (SPG) stake by 26% in Q2 2026, selling an estimated $7.77M and leaving 104,674 shares worth $23.4M. The position accounts for 0.03% of the portfolio, ranked #315.

Mercer Global Advisors first reported a position in SPG in Q1 2019 and has held it in 29 quarters since. The position peaked at $35.8M in Q4 2025. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Mercer Global Advisors held 104,674 shares of Simon Property Group worth $23.4M as of Q2 2026.
  • Mercer Global Advisors sold 37,738 Simon Property Group shares in Q2 2026, an estimated $7.77M.
  • Simon Property Group made up 0.03% of Mercer Global Advisors's portfolio in Q2 2026, its #315 holding.
  • Mercer Global Advisors first reported a position in Simon Property Group in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Simon Property Group position peaked at $35.8M in Q4 2025.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.