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Oliver Luxxe Assets’s Simon Property Group SPG Stock Holding History

Oliver Luxxe Assets’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 		$7.78M Sell
34,797
-5,294
-13% -$1.09M 1.14% 26
2026
Q1 		$7.48M Buy
40,091
+410
+1% +$78.2K 1.12% 22
2025
Q4 		$7.35M Buy
39,681
+608
+2% +$110K 1.12% 27
2025
Q3 		$7.33M Buy
39,073
+3,493
+10% +$603K 1.16% 23
2025
Q2 		$5.72M Buy
35,580
+1,276
+4% +$202K 1.02% 33
2025
Q1 		$5.7M Buy
34,304
+421
+1% +$73.6K 1.06% 30
2024
Q4 		$5.73M Hold
33,883
– – 1.04% 30
2024
Q3 		$5.73M Sell
33,883
-83
-0.2% -$13.1K 1.02% 31
2024
Q2 		$5.16M Buy
33,966
+5,355
+19% +$789K 1.09% 29
2024
Q1 		$4.48M Sell
28,611
-158
-0.5% -$23.2K 0.94% 39
2023
Q4 		$4.1M Buy
+28,769
New +$3.48M 0.96% 37
2022
Q2 		– Sell
-37,563
Closed -$4.94M – 206
2022
Q1 		$4.94M Sell
37,563
-1,865
-5% -$266K 1.25% 16
2021
Q4 		$6.3M Sell
39,428
-4,055
-9% -$619K 1.59% 7
2021
Q3 		$5.65M Buy
43,483
+2,199
+5% +$286K 1.56% 8
2021
Q2 		$5.39M Buy
41,284
+1,442
+4% +$179K 1.48% 8
2021
Q1 		$4.53M Buy
39,842
+237
+0.6% +$24.7K 1.36% 12
2020
Q4 		$3.29M Buy
+39,605
New +$3.02M 1.03% 32

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

Oliver Luxxe Assets's SPG Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Simon Property Group (SPG) stake by 13% in Q2 2026, selling an estimated $1.09M and leaving 34,797 shares worth $7.78M. The position accounts for 1.14% of the portfolio, ranked #26.

Oliver Luxxe Assets first reported a position in SPG in Q4 2020 and has held it in 17 quarters since. 1,358 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Oliver Luxxe Assets held 34,797 shares of Simon Property Group worth $7.78M as of Q2 2026.
  • Oliver Luxxe Assets sold 5,294 Simon Property Group shares in Q2 2026, an estimated $1.09M.
  • Simon Property Group made up 1.14% of Oliver Luxxe Assets's portfolio in Q2 2026, its #26 holding.
  • Oliver Luxxe Assets first reported a position in Simon Property Group in Q4 2020 and has held it in 17 quarters since.
  • 1,358 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.