SMA
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Sage Mountain Advisors’s Simon Property Group SPG Stock Holding History

Sage Mountain 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 		– Sell
-3,915
Closed -$725K – 525
2025
Q4 		$725K Buy
3,915
+529
+16% +$96.1K 0.04% 214
2025
Q3 		$635K Buy
3,386
+469
+16% +$81K 0.04% 224
2025
Q2 		$469K Sell
2,917
-97
-3% -$15.3K 0.03% 251
2025
Q1 		$500K Sell
3,014
-438
-13% -$76.6K 0.04% 223
2024
Q4 		$594K Buy
3,452
+205
+6% +$36K 0.04% 181
2024
Q3 		$549K Sell
3,247
-679
-17% -$108K 0.05% 187
2024
Q2 		$596K Buy
3,926
+2,234
+132% +$329K 0.06% 152
2024
Q1 		$265K Buy
1,692
+222
+15% +$32.6K 0.03% 263
2023
Q4 		$210K Buy
+1,470
New +$178K 0.02% 259
2022
Q1 		– Sell
-1,358
Closed -$217K – 697
2021
Q4 		$217K Buy
+1,358
New +$207K 0.03% 507

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sage Mountain Advisors's SPG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 3,915 shares — an estimated $725K sold.

Sage Mountain Advisors first reported a position in SPG in Q4 2021 and held it in 10 quarters. The position peaked at $725K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,915 Simon Property Group shares in Q1 2026, an estimated $725K.
  • Sage Mountain Advisors first reported a position in Simon Property Group in Q4 2021 and held it in 10 quarters.
  • Sage Mountain Advisors's Simon Property Group position peaked at $725K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.