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Mutual Advisors’s Simon Property Group SPG Stock Holding History

Mutual 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
Q1 		$556K Buy
2,982
+38
+1% +$7.25K 0.01% 836
2025
Q4 		$545K Hold
2,944
– – 0.01% 835
2025
Q3 		$526K Buy
2,944
+190
+7% +$32.8K 0.01% 831
2025
Q2 		$460K Buy
2,754
+331
+14% +$52.3K 0.01% 824
2025
Q1 		$380K Sell
2,423
-361
-13% -$63.1K 0.01% 820
2024
Q4 		$481K Sell
2,784
-10
-0.4% -$1.75K 0.01% 714
2024
Q3 		$484K Sell
2,794
-122
-4% -$19.3K 0.01% 719
2024
Q2 		$446K Sell
2,916
-4
-0.1% -$589 0.01% 747
2024
Q1 		$457K Sell
2,920
-13
-0.4% -$1.91K 0.01% 724
2023
Q4 		$418K Sell
2,933
-470
-14% -$56.8K 0.01% 706
2023
Q3 		$368K Sell
3,403
-297
-8% -$34.8K 0.01% 715
2023
Q2 		$427K Sell
3,700
-461
-11% -$50.2K 0.02% 688
2023
Q1 		$466K Buy
4,161
+775
+23% +$92.5K 0.02% 645
2022
Q4 		$398K Buy
3,386
+342
+11% +$38K 0.02% 653
2022
Q3 		$273K Buy
3,044
+755
+33% +$77.2K 0.01% 742
2022
Q2 		$217K Buy
2,289
+275
+14% +$31.5K 0.01% 772
2022
Q1 		$265K Buy
2,014
+36
+2% +$5.13K 0.01% 748
2021
Q4 		$316K Buy
1,978
+67
+4% +$10.2K 0.02% 727
2021
Q3 		$248K Buy
1,911
+352
+23% +$45.8K 0.01% 767
2021
Q2 		$203K Buy
+1,559
New +$194K 0.01% 790

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mutual Advisors's SPG Position: Q1 2026 in Review

Mutual Advisors increased its Simon Property Group (SPG) stake by 1.3% in Q1 2026, buying an estimated $7.25K and bringing the position to 2,982 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #836.

Mutual Advisors first reported a position in SPG in Q2 2021 and has held it in 20 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Mutual Advisors held 2,982 shares of Simon Property Group worth $556K as of Q1 2026.
  • Mutual Advisors bought 38 Simon Property Group shares in Q1 2026, an estimated $7.25K.
  • Simon Property Group made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #836 holding.
  • Mutual Advisors first reported a position in Simon Property Group in Q2 2021 and has held it in 20 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.