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Savvy Advisors Inc’s Simon Property Group SPG Stock Holding History

Savvy Advisors Inc’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 		$847K Buy
4,539
+1,721
+61% +$328K 0.02% 480
2025
Q4 		$522K Buy
2,818
+1,359
+93% +$247K 0.02% 555
2025
Q3 		$274K Buy
+1,459
New +$252K 0.01% 655

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Savvy Advisors Inc's SPG Position: Q1 2026 in Review

Savvy Advisors Inc increased its Simon Property Group (SPG) stake by 61% in Q1 2026, buying an estimated $328K and bringing the position to 4,539 shares worth $847K. The position accounts for 0.02% of the portfolio, ranked #480.

Savvy Advisors Inc first reported a position in SPG in Q3 2025 and has held it in 3 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Savvy Advisors Inc held 4,539 shares of Simon Property Group worth $847K as of Q1 2026.
  • Savvy Advisors Inc bought 1,721 Simon Property Group shares in Q1 2026, an estimated $328K.
  • Simon Property Group made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #480 holding.
  • Savvy Advisors Inc first reported a position in Simon Property Group in Q3 2025 and has held it in 3 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

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