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

Resonant 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 		$419K Buy
1,873
+90
+5% +$18.5K 0.02% 331
2026
Q1 		$333K Buy
1,783
+152
+9% +$29K 0.02% 366
2025
Q4 		$302K Buy
1,631
+18
+1% +$3.27K 0.02% 336
2025
Q3 		$303K Buy
1,613
+13
+0.8% +$2.24K 0.02% 331
2025
Q2 		$257K Sell
1,600
-595
-27% -$94K 0.02% 352
2025
Q1 		$365K Sell
2,195
-41
-2% -$7.17K 0.03% 253
2024
Q4 		$385K Buy
2,236
+93
+4% +$16.3K 0.03% 234
2024
Q3 		$362K Buy
2,143
+83
+4% +$13.1K 0.03% 247
2024
Q2 		$313K Sell
2,060
-97
-4% -$14.3K 0.03% 259
2024
Q1 		$338K Buy
2,157
+120
+6% +$17.6K 0.03% 248
2023
Q4 		$291K Buy
2,037
+26
+1% +$3.14K 0.03% 238
2023
Q3 		$217K Buy
2,011
+31
+2% +$3.63K 0.02% 253
2023
Q2 		$229K Buy
+1,980
New +$216K 0.02% 242

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

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

Resonant Capital Advisors increased its Simon Property Group (SPG) stake by 5% in Q2 2026, buying an estimated $18.5K and bringing the position to 1,873 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #331.

Resonant Capital Advisors first reported a position in SPG in Q2 2023 and has held it in 13 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Resonant Capital Advisors held 1,873 shares of Simon Property Group worth $419K as of Q2 2026.
  • Resonant Capital Advisors bought 90 Simon Property Group shares in Q2 2026, an estimated $18.5K.
  • Simon Property Group made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #331 holding.
  • Resonant Capital Advisors first reported a position in Simon Property Group in Q2 2023 and has held it in 13 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.