Sage Investment Advisers’s Simon Property Group SPG Stock Holding History

Sage Investment Advisers’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	$560K	Buy	2,505 +5	+0.2%	+$1.03K	0.38%	54
2026 Q1	$470K	Buy	2,500 +5	+0.2%	+$954	0.35%	59
2025 Q4	$462K	Buy	+2,495	New	+$453K	0.35%	57
2024 Q3	$491K	Buy	2,907 +4	+0.1%	+$633	0.51%	44
2024 Q2	$441K	Buy	2,903 +7	+0.2%	+$1.03K	0.5%	43
2024 Q1	$453K	Sell	2,896 -34	-1%	-$4.99K	0.52%	43
2023 Q4	$418K	Sell	2,930 -481	-14%	-$58.1K	0.51%	43
2023 Q3	$369K	Hold	3,411	–	–	0.51%	41
2023 Q2	$394K	Sell	3,411 -446	-12%	-$48.6K	0.53%	39
2023 Q1	$432K	Buy	3,857 +9	+0.2%	+$1.07K	0.58%	39
2022 Q4	$452K	Buy	3,848 +109	+3%	+$12.1K	0.64%	38
2022 Q3	$336K	Buy	3,739 +211	+6%	+$21.6K	0.53%	44
2022 Q2	$335K	Buy	3,528 +324	+10%	+$37.1K	0.52%	46
2022 Q1	$421K	Buy	3,204 +144	+5%	+$20.5K	0.56%	45
2021 Q4	$489K	Buy	+3,060	New	+$467K	0.63%	40

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sage Investment Advisers's SPG Position: Q2 2026 in Review

Sage Investment Advisers increased its Simon Property Group (SPG) stake by 0.2% in Q2 2026, buying an estimated $1.03K and bringing the position to 2,505 shares worth $560K. The position accounts for 0.38% of the portfolio, ranked #54.

Sage Investment Advisers first reported a position in SPG in Q4 2021 and has held it in 15 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Sage Investment Advisers held 2,505 shares of Simon Property Group worth $560K as of Q2 2026.
Sage Investment Advisers bought 5 Simon Property Group shares in Q2 2026, an estimated $1.03K.
Simon Property Group made up 0.38% of Sage Investment Advisers's portfolio in Q2 2026, its #54 holding.
Sage Investment Advisers first reported a position in Simon Property Group in Q4 2021 and has held it in 15 quarters since.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.