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

MSH 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 		– Sell
-4,789
Closed -$893K – 331
2026
Q1 		$893K Buy
4,789
+34
+0.7% +$6.48K 0.19% 119
2025
Q4 		$880K Buy
4,755
+24
+0.5% +$4.36K 0.19% 126
2025
Q3 		$888K Sell
4,731
-1,383
-23% -$239K 0.24% 111
2025
Q2 		$983K Hold
6,114
– – 0.28% 100
2025
Q1 		$1.02M Hold
6,114
– – 0.31% 87
2024
Q4 		$1.05M Hold
6,114
– – 0.33% 82
2024
Q3 		$1.03M Hold
6,114
– – 0.32% 89
2024
Q2 		$928K Buy
6,114
+180
+3% +$26.5K 0.31% 88
2024
Q1 		$929K Sell
5,934
-311
-5% -$45.6K 0.33% 86
2023
Q4 		$891K Sell
6,245
-161
-3% -$19.5K 0.33% 86
2023
Q3 		$692K Buy
6,406
+425
+7% +$49.8K 0.27% 101
2023
Q2 		$691K Buy
5,981
+384
+7% +$41.8K 0.25% 105
2023
Q1 		$627K Buy
5,597
+942
+20% +$112K 0.27% 101
2022
Q4 		$547K Buy
4,655
+20
+0.4% +$2.22K 0.25% 108
2022
Q3 		$416K Buy
4,635
+12
+0.3% +$1.23K 0.2% 112
2022
Q2 		$439K Buy
4,623
+1,460
+46% +$167K 0.2% 113
2022
Q1 		$416K Sell
3,163
-67
-2% -$9.54K 0.17% 127
2021
Q4 		$516K Buy
+3,230
New +$493K 0.23% 103

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

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

MSH Capital Advisors sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 4,789 shares — an estimated $893K sold.

MSH Capital Advisors first reported a position in SPG in Q4 2021 and held it in 18 quarters. The position peaked at $1.05M in Q4 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • MSH Capital Advisors reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • MSH Capital Advisors sold 4,789 Simon Property Group shares in Q2 2026, an estimated $893K.
  • MSH Capital Advisors first reported a position in Simon Property Group in Q4 2021 and held it in 18 quarters.
  • MSH Capital Advisors's Simon Property Group position peaked at $1.05M in Q4 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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