SAG
SPG icon

SageView Advisory Group’s Simon Property Group SPG Stock Holding History

SageView Advisory Group’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 		$357K Sell
1,595
-74
-4% -$15.2K 0.01% 444
2026
Q1 		$311K Sell
1,669
-289
-15% -$55.1K 0.01% 463
2025
Q4 		$363K Sell
1,958
-226
-10% -$41.1K 0.01% 427
2025
Q3 		$410K Buy
2,184
+104
+5% +$18K 0.01% 423
2025
Q2 		$344K Buy
2,080
+71
+4% +$11.2K 0.01% 457
2025
Q1 		$334K Buy
2,009
+30
+2% +$5.24K 0.01% 443
2024
Q4 		$341K Buy
1,979
+185
+10% +$32.5K 0.01% 419
2024
Q3 		$303K Sell
1,794
-168
-9% -$26.6K 0.02% 393
2024
Q2 		$298K Buy
+1,962
New +$289K 0.01% 433
2024
Q1 		– Sell
-1,876
Closed -$261K – 771
2023
Q4 		$261K Sell
1,876
-1,725
-48% -$209K 0.01% 552
2023
Q3 		$389K Sell
3,601
-152
-4% -$17.8K 0.02% 370
2023
Q2 		$433K Buy
3,753
+181
+5% +$19.7K 0.02% 372
2023
Q1 		$400K Buy
+3,572
New +$427K 0.03% 342

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SageView Advisory Group's SPG Position: Q2 2026 in Review

SageView Advisory Group reduced its Simon Property Group (SPG) stake by 4.4% in Q2 2026, selling an estimated $15.2K and leaving 1,595 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #444.

SageView Advisory Group first reported a position in SPG in Q1 2023 and has held it in 13 quarters since. The position peaked at $433K in Q2 2023. 892 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • SageView Advisory Group held 1,595 shares of Simon Property Group worth $357K as of Q2 2026.
  • SageView Advisory Group sold 74 Simon Property Group shares in Q2 2026, an estimated $15.2K.
  • Simon Property Group made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #444 holding.
  • SageView Advisory Group first reported a position in Simon Property Group in Q1 2023 and has held it in 13 quarters since.
  • SageView Advisory Group's Simon Property Group position peaked at $433K in Q2 2023.
  • 892 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.