NewEdge Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.23M | Buy |
36,812
+305
| +0.8% | +$62.8K | 0.02% | 569 |
|
|
2026
Q1 | $6.81M | Sell |
36,507
-101
| -0.3% | -$19.3K | 0.02% | 578 |
|
|
2025
Q4 | $6.78M | Buy |
36,608
+3,575
| +11% | +$649K | 0.02% | 551 |
|
|
2025
Q3 | $6.2M | Buy |
33,033
+4,589
| +16% | +$792K | 0.03% | 546 |
|
|
2025
Q2 | $4.57M | Buy |
28,444
+3,372
| +13% | +$533K | 0.02% | 602 |
|
|
2025
Q1 | $4.16M | Sell |
25,072
-291
| -1% | -$50.9K | 0.02% | 570 |
|
|
2024
Q4 | $4.37M | Buy |
25,363
+11,898
| +88% | +$2.09M | 0.03% | 543 |
|
|
2024
Q3 | $2.28M | Buy |
13,465
+65
| +0.5% | +$10.3K | 0.01% | 730 |
|
|
2024
Q2 | $2.03M | Buy |
13,400
+1,654
| +14% | +$244K | 0.01% | 741 |
|
|
2024
Q1 | $1.84M | Buy |
11,746
+132
| +1% | +$19.4K | 0.02% | 729 |
|
|
2023
Q4 | $1.66M | Buy |
11,614
+2,068
| +22% | +$250K | 0.02% | 734 |
|
|
2023
Q3 | $1.03M | Sell |
9,546
-1,194
| -11% | -$140K | 0.01% | 853 |
|
|
2023
Q2 | $1.24M | Buy |
10,740
+582
| +6% | +$63.4K | 0.01% | 769 |
|
|
2023
Q1 | $1.14M | Sell |
10,158
-1,370
| -12% | -$164K | 0.01% | 738 |
|
|
2022
Q4 | $693K | Buy |
11,528
+4,414
| +62% | +$491K | 0.02% | 653 |
|
|
2022
Q3 | $638K | Sell |
7,114
-4,550
| -39% | -$465K | 0.01% | 846 |
|
|
2022
Q2 | $1.11M | Sell |
11,664
-2,107
| -15% | -$241K | 0.02% | 633 |
|
|
2022
Q1 | $1.81M | Sell |
13,771
-1,201
| -8% | -$171K | 0.03% | 453 |
|
|
2021
Q4 | $2.39M | Buy |
14,972
+13,051
| +679% | +$1.99M | 0.04% | 396 |
|
|
2021
Q3 | $250K | Buy |
1,921
+38
| +2% | +$4.95K | 0.01% | 963 |
|
|
2021
Q2 | $246K | Buy |
+1,883
| New | +$234K | 0.01% | 976 |
|
|
2020
Q1 | – | Sell |
-3,536
| Closed | -$526K | – | 890 |
|
|
2019
Q4 | $526K | Sell |
3,536
-1,803
| -34% | -$270K | 0.02% | 507 |
|
|
2019
Q3 | $830K | Sell |
5,339
-1,346
| -20% | -$209K | 0.04% | 371 |
|
|
2019
Q2 | $1.07M | Buy |
6,685
+278
| +4% | +$47.9K | 0.07% | 270 |
|
|
2019
Q1 | $1.17M | Buy |
6,407
+361
| +6% | +$64.2K | 0.08% | 253 |
|
|
2018
Q4 | $1.02K | Buy |
6,046
+4,575
| +311% | +$818K | 0.07% | 252 |
|
|
2018
Q3 | $260K | Buy |
1,471
+19
| +1% | +$3.36K | 0.02% | 533 |
|
|
2018
Q2 | $246 | Sell |
1,452
-163
| -10% | -$25.9K | 0.02% | 459 |
|
|
2018
Q1 | $247K | Buy |
1,615
+308
| +24% | +$49K | 0.03% | 400 |
|
|
2017
Q4 | $221K | Buy |
1,307
+43
| +3% | +$6.98K | 0.03% | 377 |
|
|
2017
Q3 | $203K | Buy |
1,264
+1,081
| +591% | +$173K | 0.03% | 357 |
|
|
2017
Q2 | $28.4K | Buy |
+183
| New | +$29.8K | ﹤0.01% | 632 |
|
|
2015
Q3 | – | Sell |
-4,521
| Closed | -$782K | – | 63 |
|
|
2015
Q2 | $782K | Buy |
4,521
+210
| +5% | +$38.6K | 0.66% | 46 |
|
|
2015
Q1 | $843K | Buy |
+4,311
| New | +$835K | 0.6% | 43 |
|
Other funds holding SPG
VPM
VCM
NewEdge Advisors's SPG Position: Q2 2026 in Review
NewEdge Advisors increased its Simon Property Group (SPG) stake by 0.84% in Q2 2026, buying an estimated $62.8K and bringing the position to 36,812 shares worth $8.23M. The position accounts for 0.02% of the portfolio, ranked #569.
NewEdge Advisors first reported a position in SPG in Q1 2015 and has held it in 34 quarters since. 1,127 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- NewEdge Advisors held 36,812 shares of Simon Property Group worth $8.23M as of Q2 2026.
- NewEdge Advisors bought 305 Simon Property Group shares in Q2 2026, an estimated $62.8K.
- Simon Property Group made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #569 holding.
- NewEdge Advisors first reported a position in Simon Property Group in Q1 2015 and has held it in 34 quarters since.
- 1,127 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.