New England Capital Financial Advisors’s Simon Property Group SPG Stock Holding History

New England Capital Financial 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	$41.5K	Buy	186 +2	+1%	+$412	0.01%	148
2026 Q1	$34.3K	Buy	184 +2	+1%	+$381	0.01%	152
2025 Q4	$33.6K	Buy	182 +2	+1%	+$363	0.01%	157
2025 Q3	$33.7K	Buy	180 +2	+1%	+$345	0.01%	153
2025 Q2	$28.5K	Buy	178 +3	+2%	+$474	0.01%	156
2025 Q1	$29.1K	Buy	175 +2	+1%	+$350	0.01%	149
2024 Q4	$29.8K	Buy	+173	New	+$30.4K	0.01%	150
2024 Q2	–	Sell	-200	Closed	-$31.3K	–	412
2024 Q1	$31.3K	Hold	200	–	–	0.02%	141
2023 Q4	$28.5K	Hold	200	–	–	0.02%	143
2023 Q3	$21.6K	Hold	200	–	–	0.01%	159
2023 Q2	$23.1K	Hold	200	–	–	0.02%	154
2023 Q1	$22.4K	Hold	200	–	–	0.02%	171
2022 Q4	$24.7K	Buy	+200	New	+$22.2K	0.02%	165

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New England Capital Financial Advisors's SPG Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Simon Property Group (SPG) stake by 1.1% in Q2 2026, buying an estimated $412 and bringing the position to 186 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #148.

New England Capital Financial Advisors first reported a position in SPG in Q4 2022 and has held it in 13 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

New England Capital Financial Advisors held 186 shares of Simon Property Group worth $41.5K as of Q2 2026.
New England Capital Financial Advisors bought 2 Simon Property Group shares in Q2 2026, an estimated $412.
Simon Property Group made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #148 holding.
New England Capital Financial Advisors first reported a position in Simon Property Group in Q4 2022 and has held it in 13 quarters since.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.