SA
SPG icon

Skyline Advisors’s Simon Property Group SPG Stock Holding History

Skyline 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 		$257K Buy
1,151
+12
+1% +$2.47K 0.08% 108
2026
Q1 		$212K Buy
1,139
+13
+1% +$2.48K 0.07% 115
2025
Q4 		$208K Buy
1,126
+13
+1% +$2.36K 0.07% 100
2025
Q3 		$209K Buy
+1,113
New +$192K 0.07% 94

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

Skyline Advisors's SPG Position: Q2 2026 in Review

Skyline Advisors increased its Simon Property Group (SPG) stake by 1.1% in Q2 2026, buying an estimated $2.47K and bringing the position to 1,151 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #108.

Skyline Advisors first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Skyline Advisors held 1,151 shares of Simon Property Group worth $257K as of Q2 2026.
  • Skyline Advisors bought 12 Simon Property Group shares in Q2 2026, an estimated $2.47K.
  • Simon Property Group made up 0.08% of Skyline Advisors's portfolio in Q2 2026, its #108 holding.
  • Skyline Advisors first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.