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SAM Advisors’s Simon Property Group SPG Stock Holding History

SAM 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 		$5M Buy
22,371
+355
+2% +$73K 1.37% 14
2026
Q1 		$4.11M Buy
22,016
+278
+1% +$53K 1.29% 16
2025
Q4 		$4.02M Buy
21,738
+7
+0% +$1.27K 1.27% 17
2025
Q3 		$4.08M Buy
21,731
+89
+0.4% +$15.4K 1.31% 16
2025
Q2 		$3.48M Buy
21,642
+675
+3% +$107K 1.2% 17
2025
Q1 		$3.48M Sell
20,967
-548
-3% -$95.8K 1.3% 17
2024
Q4 		$3.71M Sell
21,515
-454
-2% -$79.7K 1.34% 14
2024
Q3 		$3.71M Sell
21,969
-408
-2% -$64.6K 1.36% 15
2024
Q2 		$3.4M Sell
22,377
-216
-1% -$31.8K 1.23% 17
2024
Q1 		$3.54M Buy
+22,593
New +$3.31M 1.29% 16
2023
Q4 		– Sell
-23,258
Closed -$2.51M – 37
2023
Q3 		$2.51M Sell
23,258
-265
-1% -$31K 1.09% 20
2023
Q2 		$2.72M Buy
23,523
+1,832
+8% +$200K 1.13% 21
2023
Q1 		$2.43M Sell
21,691
-1,507
-6% -$180K 1.09% 20
2022
Q4 		$2.73M Sell
23,198
-746
-3% -$82.9K 1.2% 17
2022
Q3 		$2.15M Buy
23,944
+3,382
+16% +$346K 1.05% 23
2022
Q2 		$1.97M Buy
20,562
+1,251
+6% +$143K 0.99% 22
2022
Q1 		$2.54M Buy
19,311
+825
+4% +$118K 1.1% 21
2021
Q4 		$2.96M Sell
18,486
-10,611
-36% -$1.62M 1.35% 17
2021
Q3 		$3.83M Buy
+29,097
New +$3.79M 1.86% 10

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 $3.37T AUM 44.26% 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

SAM Advisors's SPG Position: Q2 2026 in Review

SAM Advisors increased its Simon Property Group (SPG) stake by 1.6% in Q2 2026, buying an estimated $73K and bringing the position to 22,371 shares worth $5M. The position accounts for 1.37% of the portfolio, ranked #14.

SAM Advisors first reported a position in SPG in Q3 2021 and has held it in 19 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • SAM Advisors held 22,371 shares of Simon Property Group worth $5M as of Q2 2026.
  • SAM Advisors bought 355 Simon Property Group shares in Q2 2026, an estimated $73K.
  • Simon Property Group made up 1.37% of SAM Advisors's portfolio in Q2 2026, its #14 holding.
  • SAM Advisors first reported a position in Simon Property Group in Q3 2021 and has held it in 19 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on SAM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.