RIA
SPG icon

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

Regal 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
Q1 		$860K Sell
4,611
-98
-2% -$18.7K 0.05% 320
2025
Q4 		$872K Sell
4,709
-183
-4% -$33.2K 0.05% 308
2025
Q3 		$918K Sell
4,892
-68
-1% -$11.7K 0.06% 276
2025
Q2 		$797K Sell
4,960
-521
-10% -$82.3K 0.06% 272
2025
Q1 		$910K Sell
5,481
-552
-9% -$96.5K 0.07% 232
2024
Q4 		$1.04M Buy
6,033
+213
+4% +$37.4K 0.08% 220
2024
Q3 		$984K Sell
5,820
-26
-0.4% -$4.12K 0.07% 242
2024
Q2 		$887K Sell
5,846
-95
-2% -$14K 0.06% 267
2024
Q1 		$930K Buy
5,941
+1,994
+51% +$292K 0.06% 252
2023
Q4 		$563K Buy
+3,947
New +$477K 0.04% 304
2022
Q2 		– Sell
-1,864
Closed -$246K – 553
2022
Q1 		$246K Sell
1,864
-19
-1% -$2.71K 0.02% 459
2021
Q4 		$301K Buy
+1,883
New +$287K 0.03% 426
2015
Q4 		– Sell
-11
Closed -$2K – 787
2015
Q3 		$2K Buy
11
+5
+83% +$917 ﹤0.01% 947
2015
Q2 		$1K Hold
6
– – ﹤0.01% 898
2015
Q1 		$1K Buy
+6
New +$1.16K ﹤0.01% 949
2014
Q3 		– Sell
-15
Closed -$2K – 974
2014
Q2 		$2K Sell
15
-1
-6% -$163 ﹤0.01% 853
2014
Q1 		$2K Hold
16
– – ﹤0.01% 829
2013
Q4 		$2K Sell
16
-42
-72% -$6.05K ﹤0.01% 769
2013
Q3 		$8K Buy
58
+26
+81% +$3.77K ﹤0.01% 648
2013
Q2 		$5K Buy
+32
New +$5.13K ﹤0.01% 705

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regal Investment Advisors's SPG Position: Q1 2026 in Review

Regal Investment Advisors reduced its Simon Property Group (SPG) stake by 2.1% in Q1 2026, selling an estimated $18.7K and leaving 4,611 shares worth $860K. The position accounts for 0.05% of the portfolio, ranked #320.

Regal Investment Advisors first reported a position in SPG in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.04M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Regal Investment Advisors held 4,611 shares of Simon Property Group worth $860K as of Q1 2026.
  • Regal Investment Advisors sold 98 Simon Property Group shares in Q1 2026, an estimated $18.7K.
  • Simon Property Group made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #320 holding.
  • Regal Investment Advisors first reported a position in Simon Property Group in Q2 2013 and has held it in 20 quarters since.
  • Regal Investment Advisors's Simon Property Group position peaked at $1.04M in Q4 2024.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.