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Sanctuary Advisors’s Simon Property Group SPG Stock Holding History

Sanctuary 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 		$7.77M Buy
34,761
+228
+0.7% +$46.9K 0.04% 479
2026
Q1 		$6.44M Buy
34,533
+11,209
+48% +$2.14M 0.03% 484
2025
Q4 		$4.32M Sell
23,324
-1,268
-5% -$230K 0.02% 597
2025
Q3 		$4.62M Sell
24,592
-6,271
-20% -$1.08M 0.03% 563
2025
Q2 		$4.96M Buy
30,863
+3,603
+13% +$569K 0.03% 509
2025
Q1 		$4.53M Sell
27,260
-12,216
-31% -$2.14M 0.03% 489
2024
Q4 		$6.94M Sell
39,476
-307
-0.8% -$53.9K 0.04% 405
2024
Q3 		$7.21M Buy
39,783
+6,475
+19% +$1.03M 0.05% 391
2024
Q2 		$4.74M Buy
+33,308
New +$4.91M 0.03% 477

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

Sanctuary Advisors's SPG Position: Q2 2026 in Review

Sanctuary Advisors increased its Simon Property Group (SPG) stake by 0.66% in Q2 2026, buying an estimated $46.9K and bringing the position to 34,761 shares worth $7.77M. The position accounts for 0.04% of the portfolio, ranked #479.

Sanctuary Advisors first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Sanctuary Advisors held 34,761 shares of Simon Property Group worth $7.77M as of Q2 2026.
  • Sanctuary Advisors bought 228 Simon Property Group shares in Q2 2026, an estimated $46.9K.
  • Simon Property Group made up 0.04% of Sanctuary Advisors's portfolio in Q2 2026, its #479 holding.
  • Sanctuary Advisors first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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