Stelac Advisory Services’s Simon Property Group SPG Stock Holding History

Stelac Advisory Services’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	$186K	Hold	833	–	–	0.03%	132
2026 Q1	$155K	Hold	833	–	–	0.03%	136
2025 Q4	$154K	Hold	833	–	–	0.05%	93
2025 Q3	$156K	Sell	833 -60	-7%	-$10.4K	0.05%	91
2025 Q2	$144K	Sell	893 -5	-0.6%	-$790	0.05%	91
2025 Q1	$149K	Buy	898 +17	+2%	+$2.97K	0.06%	85
2024 Q4	$152K	Hold	881	–	–	0.06%	88
2024 Q3	$149K	Hold	881	–	–	0.06%	91
2024 Q2	$134K	Hold	881	–	–	0.06%	93
2024 Q1	$138K	Hold	881	–	–	0.06%	88
2023 Q4	$126K	Buy	+881	New	+$106K	0.07%	79
2023 Q3	–	Sell	-881	Closed	-$102K	–	152
2023 Q2	$102K	Sell	881 -327	-27%	-$35.6K	0.05%	153
2023 Q1	$135K	Hold	1,208	–	–	0.06%	140
2022 Q4	$142K	Hold	1,208	–	–	0.06%	135
2022 Q3	$108K	Hold	1,208	–	–	0.05%	153
2022 Q2	$115K	Hold	1,208	–	–	0.05%	158
2022 Q1	$159K	Hold	1,208	–	–	0.06%	133
2021 Q4	$193K	Sell	1,208 -4,340	-78%	-$662K	0.05%	146
2021 Q3	$721K	Sell	5,548 -3,897	-41%	-$507K	0.19%	79
2021 Q2	$1.23M	Sell	9,445 -368	-4%	-$45.7K	0.28%	62
2021 Q1	$1.12M	Sell	9,813 -944	-9%	-$98.5K	0.41%	53
2020 Q4	$917K	Buy	10,757 +519	+5%	+$39.6K	0.24%	71
2020 Q3	$662K	Buy	10,238 +4,590	+81%	+$301K	0.23%	69
2020 Q2	$386K	Buy	+5,648	New	+$354K	0.15%	74
2017 Q4	–	Sell	-1,385	Closed	-$223K	–	81
2017 Q3	$223K	Buy	+1,385	New	+$221K	0.07%	60

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stelac Advisory Services's SPG Position: Q2 2026 in Review

Stelac Advisory Services held its Simon Property Group (SPG) position steady in Q2 2026 at 833 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #132.

Stelac Advisory Services first reported a position in SPG in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.23M in Q2 2021. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Stelac Advisory Services held 833 shares of Simon Property Group worth $186K as of Q2 2026.
Stelac Advisory Services left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.03% of Stelac Advisory Services's portfolio in Q2 2026, its #132 holding.
Stelac Advisory Services first reported a position in Simon Property Group in Q3 2017 and has held it in 25 quarters since.
Stelac Advisory Services's Simon Property Group position peaked at $1.23M in Q2 2021.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.