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Simon Quick Advisors’s Simon Property Group SPG Stock Holding History

Simon Quick 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 		$331K Sell
1,479
-8
-0.5% -$1.65K 0.01% 316
2026
Q1 		$277K Buy
+1,487
New +$284K 0.01% 317
2025
Q2 		– Sell
-2,592
Closed -$431K – 606
2025
Q1 		$431K Buy
2,592
+504
+24% +$88.1K 0.02% 331
2024
Q4 		$360K Buy
2,088
+570
+38% +$100K 0.02% 324
2024
Q3 		$257K Buy
1,518
+180
+13% +$28.5K 0.02% 354
2024
Q2 		$203K Buy
+1,338
New +$197K 0.01% 362
2022
Q2 		– Sell
-109
Closed -$14K – 367
2022
Q1 		$14K Buy
109
+5
+5% +$712 ﹤0.01% 290
2021
Q4 		$17K Sell
104
-126
-55% -$19.2K ﹤0.01% 298
2021
Q3 		$29K Buy
230
+129
+128% +$16.8K 0.01% 293
2021
Q2 		$13K Buy
101
+1
+1% +$124 ﹤0.01% 364
2021
Q1 		$11K Buy
+100
New +$10.4K ﹤0.01% 383
2020
Q1 		– Sell
-23
Closed -$3K – 687
2019
Q4 		$3K Buy
+23
New +$3.45K ﹤0.01% 562
2018
Q3 		– Sell
-16
Closed -$2K – 336
2018
Q2 		$2K Buy
+16
New +$2.55K ﹤0.01% 330
2017
Q4 		– Sell
-1,338
Closed -$215K – 574
2017
Q3 		$215K Buy
+1,338
New +$214K 0.08% 123
2017
Q2 		– Sell
-1,348
Closed -$232K – 364
2017
Q1 		$232K Buy
+1,348
New +$241K 0.14% 76

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

Simon Quick Advisors's SPG Position: Q2 2026 in Review

Simon Quick Advisors reduced its Simon Property Group (SPG) stake by 0.54% in Q2 2026, selling an estimated $1.65K and leaving 1,479 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #316.

Simon Quick Advisors first reported a position in SPG in Q1 2017 and has held it in 15 quarters since. The position peaked at $431K in Q1 2025. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Simon Quick Advisors held 1,479 shares of Simon Property Group worth $331K as of Q2 2026.
  • Simon Quick Advisors sold 8 Simon Property Group shares in Q2 2026, an estimated $1.65K.
  • Simon Property Group made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #316 holding.
  • Simon Quick Advisors first reported a position in Simon Property Group in Q1 2017 and has held it in 15 quarters since.
  • Simon Quick Advisors's Simon Property Group position peaked at $431K in Q1 2025.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.