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Mount Yale Investment Advisors’s Simon Property Group SPG Stock Holding History

Mount Yale Investment 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 		$2.27M Buy
10,158
+159
+2% +$32.7K 0.04% 385
2026
Q1 		$1.87M Buy
9,999
+7,924
+382% +$1.51M 0.04% 383
2025
Q4 		$384K Buy
+2,075
New +$377K 0.02% 524
2025
Q3 		– Sell
-649
Closed -$104K – 1476
2025
Q2 		$104K Buy
+649
New +$103K 0.01% 650
2024
Q1 		– Sell
-51,079
Closed -$7.29M – 562
2023
Q4 		$7.29M Sell
51,079
-5,348
-9% -$646K 0.69% 15
2023
Q3 		$6.1M Sell
56,427
-3,151
-5% -$369K 0.66% 21
2023
Q2 		$6.88M Sell
59,578
-1,671
-3% -$182K 0.73% 21
2023
Q1 		$6.86M Buy
61,249
+433
+0.7% +$51.7K 0.77% 18
2022
Q4 		$7.14M Buy
60,816
+186
+0.3% +$20.7K 0.81% 20
2022
Q3 		$5.44M Buy
60,630
+2,500
+4% +$256K 0.72% 25
2022
Q2 		$5.52M Buy
58,130
+9,892
+21% +$1.13M 0.7% 30
2022
Q1 		$6.35M Sell
48,238
-1,830
-4% -$261K 0.69% 25
2021
Q4 		$8M Sell
50,068
-2,012
-4% -$307K 0.83% 14
2021
Q3 		$6.77M Sell
52,080
-1,629
-3% -$212K 0.78% 22
2021
Q2 		$7.01M Sell
53,709
-5,710
-10% -$710K 0.85% 23
2021
Q1 		$6.76M Sell
59,419
-6,055
-9% -$632K 0.88% 20
2020
Q4 		$5.58M Sell
65,474
-8,532
-12% -$652K 0.78% 23
2020
Q3 		$4.79M Buy
74,006
+417
+0.6% +$27.3K 0.68% 29
2020
Q2 		$5.03M Buy
73,589
+22,587
+44% +$1.42M 0.9% 22
2020
Q1 		$2.8M Buy
51,002
+1,126
+2% +$135K 0.63% 39
2019
Q4 		$6.64M Buy
49,876
+5,059
+11% +$759K 1.15% 25
2019
Q3 		$6.88M Buy
44,817
+3,716
+9% +$578K 1.23% 24
2019
Q2 		$6.31M Buy
41,101
+156
+0.4% +$26.9K 1.16% 26
2019
Q1 		$7.46M Buy
40,945
+668
+2% +$119K 1.4% 17
2018
Q4 		$7.46M Sell
40,277
-4,515
-10% -$807K 1.52% 13
2018
Q3 		$8.39M Buy
44,792
+2,343
+6% +$414K 1.46% 8
2018
Q2 		$7.22M Buy
42,449
+1,961
+5% +$312K 1.37% 13
2018
Q1 		$6.25M Buy
+40,488
New +$6.44M 1.34% 18

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

Mount Yale Investment Advisors's SPG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Simon Property Group (SPG) stake by 1.6% in Q2 2026, buying an estimated $32.7K and bringing the position to 10,158 shares worth $2.27M. The position accounts for 0.04% of the portfolio, ranked #385.

Mount Yale Investment Advisors first reported a position in SPG in Q1 2018 and has held it in 28 quarters since. The position peaked at $8.39M in Q3 2018. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Mount Yale Investment Advisors held 10,158 shares of Simon Property Group worth $2.27M as of Q2 2026.
  • Mount Yale Investment Advisors bought 159 Simon Property Group shares in Q2 2026, an estimated $32.7K.
  • Simon Property Group made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #385 holding.
  • Mount Yale Investment Advisors first reported a position in Simon Property Group in Q1 2018 and has held it in 28 quarters since.
  • Mount Yale Investment Advisors's Simon Property Group position peaked at $8.39M in Q3 2018.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.