SCA
SPG icon

STALEY CAPITAL ADVISERS’s Simon Property Group SPG Stock Holding History

STALEY CAPITAL ADVISERS’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 		$13.2M Sell
58,800
-300
-0.5% -$61.7K 0.51% 37
2026
Q1 		$11M Buy
59,100
+11,050
+23% +$2.11M 0.47% 41
2025
Q4 		$8.89M Sell
48,050
-3,450
-7% -$627K 0.37% 45
2025
Q3 		$9.67M Buy
51,500
+520
+1% +$89.8K 0.4% 45
2025
Q2 		$8.2M Buy
50,980
+3,090
+6% +$488K 0.35% 51
2025
Q1 		$7.95M Sell
47,890
-4,895
-9% -$856K 0.36% 47
2024
Q4 		$9.09M Hold
52,785
– – 0.4% 42
2024
Q3 		$8.92M Sell
52,785
-4,060
-7% -$643K 0.4% 46
2024
Q2 		$8.63M Sell
56,845
-2,956
-5% -$435K 0.4% 45
2024
Q1 		$9.36M Sell
59,801
-5,940
-9% -$871K 0.44% 46
2023
Q4 		$9.38M Buy
65,741
+137
+0.2% +$16.6K 0.47% 46
2023
Q3 		$7.09M Buy
65,604
+2,240
+4% +$262K 0.39% 49
2023
Q2 		$7.32M Buy
63,364
+2,621
+4% +$285K 0.39% 48
2023
Q1 		$6.8M Buy
60,743
+3,530
+6% +$422K 0.38% 49
2022
Q4 		$6.72M Buy
57,213
+860
+2% +$95.6K 0.4% 49
2022
Q3 		$5.06M Buy
56,353
+12,653
+29% +$1.29M 0.32% 53
2022
Q2 		$4.15M Buy
43,700
+4,100
+10% +$470K 0.25% 56
2022
Q1 		$5.21M Buy
39,600
+760
+2% +$108K 0.26% 57
2021
Q4 		$6.21M Sell
38,840
-770
-2% -$118K 0.3% 55
2021
Q3 		$5.15M Sell
39,610
-400
-1% -$52.1K 0.28% 58
2021
Q2 		$5.22M Buy
40,010
+5,920
+17% +$736K 0.27% 54
2021
Q1 		$3.88M Buy
34,090
+29,090
+582% +$3.03M 0.22% 61
2020
Q4 		$426K Buy
+5,000
New +$382K 0.03% 130
2020
Q1 		– Sell
-2,000
Closed -$298K – 171
2019
Q4 		$298K Hold
2,000
– – 0.02% 144
2019
Q3 		$311K Buy
+2,000
New +$311K 0.02% 134

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

STALEY CAPITAL ADVISERS's SPG Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS reduced its Simon Property Group (SPG) stake by 0.51% in Q2 2026, selling an estimated $61.7K and leaving 58,800 shares worth $13.2M. The position accounts for 0.51% of the portfolio, ranked #37.

STALEY CAPITAL ADVISERS first reported a position in SPG in Q3 2019 and has held it in 25 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • STALEY CAPITAL ADVISERS held 58,800 shares of Simon Property Group worth $13.2M as of Q2 2026.
  • STALEY CAPITAL ADVISERS sold 300 Simon Property Group shares in Q2 2026, an estimated $61.7K.
  • Simon Property Group made up 0.51% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #37 holding.
  • STALEY CAPITAL ADVISERS first reported a position in Simon Property Group in Q3 2019 and has held it in 25 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.