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Octavia Wealth Advisors’s Simon Property Group SPG Stock Holding History

Octavia Wealth 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
-2,365
Closed -$441K – 247
2026
Q1 		$441K Sell
2,365
-193
-8% -$36.8K 0.04% 137
2025
Q4 		$473K Sell
2,558
-33
-1% -$6K 0.05% 141
2025
Q3 		$486K Buy
2,591
+19
+0.7% +$3.28K 0.05% 131
2025
Q2 		$414K Buy
2,572
+20
+0.8% +$3.16K 0.05% 134
2025
Q1 		$424K Buy
2,552
+20
+0.8% +$3.5K 0.05% 135
2024
Q4 		$436K Sell
2,532
-41
-2% -$7.2K 0.05% 126
2024
Q3 		$435K Buy
2,573
+18
+0.7% +$2.85K 0.05% 131
2024
Q2 		$388K Sell
2,555
-2
-0.1% -$295 0.05% 143
2024
Q1 		$400K Sell
2,557
-91
-3% -$13.3K 0.06% 141
2023
Q4 		$378K Sell
2,648
-124
-4% -$15K 0.07% 146
2023
Q3 		$299K Sell
2,772
-63
-2% -$7.38K 0.06% 146
2023
Q2 		$327K Buy
2,835
+28
+1% +$3.05K 0.07% 134
2023
Q1 		$314K Sell
2,807
-256
-8% -$30.6K 0.07% 128
2022
Q4 		$360K Sell
3,063
-19
-0.6% -$2.11K 0.09% 120
2022
Q3 		$277K Buy
3,082
+68
+2% +$6.96K 0.07% 132
2022
Q2 		$285K Sell
3,014
-20
-0.7% -$2.29K 0.07% 129
2022
Q1 		$399K Sell
3,034
-536
-15% -$76.4K 0.09% 117
2021
Q4 		$570K Buy
3,570
+32
+0.9% +$4.88K 0.12% 94
2021
Q3 		$463K Sell
3,538
-34
-1% -$4.42K 0.12% 103
2021
Q2 		$466K Sell
3,572
-515
-13% -$64K 0.12% 99
2021
Q1 		$465K Sell
4,087
-702
-15% -$73.2K 0.14% 98
2020
Q4 		$415K Buy
+4,789
New +$366K 0.13% 105

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

Octavia Wealth Advisors's SPG Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 2,365 shares — an estimated $441K sold.

Octavia Wealth Advisors first reported a position in SPG in Q4 2020 and held it in 22 quarters. The position peaked at $570K in Q4 2021. 1,352 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 2,365 Simon Property Group shares in Q2 2026, an estimated $441K.
  • Octavia Wealth Advisors first reported a position in Simon Property Group in Q4 2020 and held it in 22 quarters.
  • Octavia Wealth Advisors's Simon Property Group position peaked at $570K in Q4 2021.
  • 1,352 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.