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Sequoia Financial Advisors’s Simon Property Group SPG Stock Holding History

Sequoia Financial 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 		$2.63M Buy
11,752
+1,974
+20% +$406K 0.01% 519
2026
Q1 		$1.82M Buy
9,778
+705
+8% +$134K 0.01% 636
2025
Q4 		$1.68M Buy
9,073
+1,370
+18% +$249K 0.01% 645
2025
Q3 		$1.45M Buy
7,703
+1,503
+24% +$259K 0.01% 633
2025
Q2 		$997K Sell
6,200
-49
-0.8% -$7.74K 0.01% 687
2025
Q1 		$1.04M Buy
6,249
+437
+8% +$76.4K 0.01% 606
2024
Q4 		$1M Buy
5,812
+1,354
+30% +$238K 0.01% 579
2024
Q3 		$753K Sell
4,458
-1,751
-28% -$277K 0.01% 626
2024
Q2 		$943K Buy
6,209
+2,119
+52% +$312K 0.01% 493
2024
Q1 		$640K Sell
4,090
-1,944
-32% -$285K 0.01% 605
2023
Q4 		$861K Buy
6,034
+2,406
+66% +$291K 0.01% 576
2023
Q3 		$392K Buy
3,628
+558
+18% +$65.4K 0.01% 591
2023
Q2 		$355K Buy
3,070
+459
+18% +$50K 0.01% 637
2023
Q1 		$292K Buy
2,611
+91
+4% +$10.9K 0.01% 634
2022
Q4 		$296K Buy
+2,520
New +$280K 0.01% 587
2022
Q2 		– Sell
-2,759
Closed -$363K – 671
2022
Q1 		$363K Buy
2,759
+720
+35% +$103K 0.01% 437
2021
Q4 		$326K Buy
+2,039
New +$311K 0.01% 427
2017
Q2 		– Sell
-1,302
Closed -$224K – 297
2017
Q1 		$224K Buy
+1,302
New +$233K 0.03% 243

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

Sequoia Financial Advisors's SPG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Simon Property Group (SPG) stake by 20% in Q2 2026, buying an estimated $406K and bringing the position to 11,752 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #519.

Sequoia Financial Advisors first reported a position in SPG in Q1 2017 and has held it in 18 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Sequoia Financial Advisors held 11,752 shares of Simon Property Group worth $2.63M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,974 Simon Property Group shares in Q2 2026, an estimated $406K.
  • Simon Property Group made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #519 holding.
  • Sequoia Financial Advisors first reported a position in Simon Property Group in Q1 2017 and has held it in 18 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.