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Pallas Capital Advisors’s Simon Property Group SPG Stock Holding History

Pallas Capital 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 		$662K Sell
2,960
-714
-19% -$147K 0.02% 483
2026
Q1 		$685K Buy
3,674
+44
+1% +$8.39K 0.03% 421
2025
Q4 		$672K Sell
3,630
-72
-2% -$13.1K 0.02% 456
2025
Q3 		$695K Sell
3,702
-84
-2% -$14.5K 0.03% 430
2025
Q2 		$609K Buy
3,786
+2,522
+200% +$398K 0.02% 443
2025
Q1 		$210K Buy
+1,264
New +$221K 0.01% 676

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

Pallas Capital Advisors's SPG Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Simon Property Group (SPG) stake by 19% in Q2 2026, selling an estimated $147K and leaving 2,960 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #483.

Pallas Capital Advisors first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. The position peaked at $695K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Pallas Capital Advisors held 2,960 shares of Simon Property Group worth $662K as of Q2 2026.
  • Pallas Capital Advisors sold 714 Simon Property Group shares in Q2 2026, an estimated $147K.
  • Simon Property Group made up 0.02% of Pallas Capital Advisors's portfolio in Q2 2026, its #483 holding.
  • Pallas Capital Advisors first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • Pallas Capital Advisors's Simon Property Group position peaked at $695K in Q3 2025.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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