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OneDigital Investment Advisors’s Simon Property Group SPG Stock Holding History

OneDigital Investment 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 		$606K Sell
2,710
-3,208
-54% -$660K 0.01% 957
2026
Q1 		$1.1M Buy
5,918
+2
+0% +$381 0.01% 654
2025
Q4 		$1.1M Sell
5,916
-856
-13% -$156K 0.01% 643
2025
Q3 		$1.27M Sell
6,772
-304
-4% -$52.5K 0.01% 575
2025
Q2 		$1.14M Buy
7,076
+1,382
+24% +$218K 0.01% 595
2025
Q1 		$946K Sell
5,694
-620
-10% -$108K 0.01% 625
2024
Q4 		$1.09M Sell
6,314
-195
-3% -$34.2K 0.01% 610
2024
Q3 		$1.1M Buy
6,509
+190
+3% +$30.1K 0.01% 618
2024
Q2 		$959K Buy
6,319
+2,226
+54% +$328K 0.01% 637
2024
Q1 		$641K Buy
4,093
+84
+2% +$12.3K 0.01% 649
2023
Q4 		$572K Sell
4,009
-197
-5% -$23.8K 0.01% 664
2023
Q3 		$454K Buy
4,206
+952
+29% +$111K 0.01% 682
2023
Q2 		$376K Sell
3,254
-232
-7% -$25.3K 0.01% 735
2023
Q1 		$390K Buy
+3,486
New +$416K 0.01% 694
2019
Q3 		– Sell
-363
Closed -$58K – 1065
2019
Q2 		$58K Hold
363
– – ﹤0.01% 545
2019
Q1 		$66K Hold
363
– – 0.01% 448
2018
Q4 		$61K Sell
363
-4
-1% -$715 0.01% 421
2018
Q3 		$65K Hold
367
– – 0.02% 354
2018
Q2 		$62K Sell
367
-6
-2% -$955 0.01% 441
2018
Q1 		$58K Sell
373
-5
-1% -$795 0.01% 483
2017
Q4 		$65K Buy
+378
New +$61.4K 0.01% 438

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

OneDigital Investment Advisors's SPG Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Simon Property Group (SPG) stake by 54% in Q2 2026, selling an estimated $660K and leaving 2,710 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #957.

OneDigital Investment Advisors first reported a position in SPG in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.27M in Q3 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • OneDigital Investment Advisors held 2,710 shares of Simon Property Group worth $606K as of Q2 2026.
  • OneDigital Investment Advisors sold 3,208 Simon Property Group shares in Q2 2026, an estimated $660K.
  • Simon Property Group made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #957 holding.
  • OneDigital Investment Advisors first reported a position in Simon Property Group in Q4 2017 and has held it in 21 quarters since.
  • OneDigital Investment Advisors's Simon Property Group position peaked at $1.27M in Q3 2025.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.