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OneAscent Family Office’s Simon Property Group SPG Stock Holding History

OneAscent Family Office’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 		$277K Buy
+1,239
New +$255K 0.14% 166
2025
Q1 		– Sell
-1,207
Closed -$208K – 122
2024
Q4 		$208K Buy
+1,207
New +$212K 0.38% 77

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 $3.38T AUM 44.17% 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

OneAscent Family Office's SPG Position: Q2 2026 in Review

OneAscent Family Office opened a new position in Simon Property Group (SPG) in Q2 2026: 1,239 shares worth $277K. The stake represents 0.14% of the portfolio and ranks #166 among its holdings. This is a return to the name: OneAscent Family Office previously reported a position in SPG as recently as Q4 2024.

OneAscent Family Office first reported a position in SPG in Q4 2024 and has held it in 2 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • OneAscent Family Office held 1,239 shares of Simon Property Group worth $277K as of Q2 2026.
  • Simon Property Group was a new OneAscent Family Office position in Q2 2026.
  • Simon Property Group made up 0.14% of OneAscent Family Office's portfolio in Q2 2026, its #166 holding.
  • OneAscent Family Office first reported a position in Simon Property Group in Q4 2024 and has held it in 2 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.