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Soltis Investment Advisors’s Simon Property Group SPG Stock Holding History

Soltis Investment 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 		$6.23M Buy
27,851
+1,516
+6% +$312K 0.35% 74
2026
Q1 		$4.91M Buy
26,335
+1,256
+5% +$240K 0.31% 85
2025
Q4 		$4.64M Buy
25,079
+1,260
+5% +$229K 0.31% 77
2025
Q3 		$4.47M Buy
23,819
+638
+3% +$110K 0.31% 76
2025
Q2 		$3.73M Buy
23,181
+772
+3% +$122K 0.29% 82
2025
Q1 		$3.72M Sell
22,409
-801
-3% -$140K 0.33% 82
2024
Q4 		$4M Buy
23,210
+279
+1% +$49K 0.37% 75
2024
Q3 		$3.88M Buy
22,931
+259
+1% +$41K 0.38% 77
2024
Q2 		$3.44M Sell
22,672
-306
-1% -$45.1K 0.36% 81
2024
Q1 		$3.6M Sell
22,978
-18,767
-45% -$2.75M 0.4% 82
2023
Q4 		$5.95M Sell
41,745
-18,455
-31% -$2.23M 0.67% 42
2023
Q3 		$6.5M Buy
60,200
+1,151
+2% +$135K 0.84% 24
2023
Q2 		$6.82M Buy
59,049
+5,740
+11% +$625K 0.79% 22
2023
Q1 		$5.97M Buy
53,309
+6,739
+14% +$805K 0.76% 26
2022
Q4 		$5.47M Buy
46,570
+7,593
+19% +$844K 0.72% 31
2022
Q3 		$3.5M Buy
38,977
+9,515
+32% +$973K 0.53% 51
2022
Q2 		$2.8M Buy
29,462
+6,946
+31% +$796K 0.41% 69
2022
Q1 		$2.96M Buy
22,516
+4,568
+25% +$651K 0.41% 54
2021
Q4 		$2.87M Buy
17,948
+673
+4% +$103K 0.4% 51
2021
Q3 		$2.25M Sell
17,275
-2,077
-11% -$270K 0.35% 60
2021
Q2 		$2.52M Buy
19,352
+1,568
+9% +$195K 0.4% 50
2021
Q1 		$2.02M Sell
17,784
-7,819
-31% -$816K 0.37% 52
2020
Q4 		$2.18M Buy
25,603
+2,561
+11% +$196K 0.4% 41
2020
Q3 		$1.49M Buy
+23,042
New +$1.51M 0.35% 55

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

Soltis Investment Advisors's SPG Position: Q2 2026 in Review

Soltis Investment Advisors increased its Simon Property Group (SPG) stake by 5.8% in Q2 2026, buying an estimated $312K and bringing the position to 27,851 shares worth $6.23M. The position accounts for 0.35% of the portfolio, ranked #74.

Soltis Investment Advisors first reported a position in SPG in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.82M in Q2 2023. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Soltis Investment Advisors held 27,851 shares of Simon Property Group worth $6.23M as of Q2 2026.
  • Soltis Investment Advisors bought 1,516 Simon Property Group shares in Q2 2026, an estimated $312K.
  • Simon Property Group made up 0.35% of Soltis Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Soltis Investment Advisors first reported a position in Simon Property Group in Q3 2020 and has held it in 24 quarters since.
  • Soltis Investment Advisors's Simon Property Group position peaked at $6.82M in Q2 2023.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.