Steward Partners Investment Advisory’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.91M | Buy |
21,963
+9,418
| +75% | +$1.94M | 0.03% | 561 |
|
|
2026
Q1 | $2.34M | Buy |
12,545
+574
| +5% | +$109K | 0.01% | 797 |
|
|
2025
Q4 | $2.22M | Buy |
11,971
+740
| +7% | +$134K | 0.01% | 758 |
|
|
2025
Q3 | $2.11M | Buy |
11,231
+749
| +7% | +$129K | 0.01% | 760 |
|
|
2025
Q2 | $1.68M | Sell |
10,482
-1,709
| -14% | -$270K | 0.01% | 770 |
|
|
2025
Q1 | $2.02M | Sell |
12,191
-251
| -2% | -$43.9K | 0.02% | 658 |
|
|
2024
Q4 | $2.14M | Sell |
12,442
-782
| -6% | -$137K | 0.02% | 615 |
|
|
2024
Q3 | $2.24M | Sell |
13,224
-517
| -4% | -$81.9K | 0.02% | 593 |
|
|
2024
Q2 | $2.09M | Sell |
13,741
-34
| -0.2% | -$5.01K | 0.02% | 569 |
|
|
2024
Q1 | $2.16M | Sell |
13,775
-1,566
| -10% | -$230K | 0.02% | 565 |
|
|
2023
Q4 | $2.19M | Sell |
15,341
-5,870
| -28% | -$710K | 0.03% | 480 |
|
|
2023
Q3 | $2.29M | Buy |
21,211
+254
| +1% | +$29.7K | 0.04% | 440 |
|
|
2023
Q2 | $2.42M | Buy |
20,957
+363
| +2% | +$39.5K | 0.04% | 427 |
|
|
2023
Q1 | $2.31M | Sell |
20,594
-5,177
| -20% | -$618K | 0.04% | 432 |
|
|
2022
Q4 | $3.03M | Sell |
25,771
-1,767
| -6% | -$196K | 0.05% | 351 |
|
|
2022
Q3 | $2.47M | Buy |
27,538
+4,062
| +17% | +$415K | 0.05% | 370 |
|
|
2022
Q2 | $2.23M | Buy |
23,476
+3,580
| +18% | +$410K | 0.04% | 406 |
|
|
2022
Q1 | $2.62M | Buy |
19,896
+483
| +2% | +$68.8K | 0.04% | 399 |
|
|
2021
Q4 | $3.1M | Sell |
19,413
-1,595
| -8% | -$243K | 0.05% | 367 |
|
|
2021
Q3 | $2.73M | Buy |
21,008
+7,326
| +54% | +$953K | 0.05% | 375 |
|
|
2021
Q2 | $1.78M | Buy |
13,682
+721
| +6% | +$89.6K | 0.03% | 473 |
|
|
2021
Q1 | $1.47M | Sell |
12,961
-805
| -6% | -$84K | 0.03% | 516 |
|
|
2020
Q4 | $1.17M | Buy |
13,766
+4,093
| +42% | +$313K | 0.03% | 513 |
|
|
2020
Q3 | $626K | Buy |
9,673
+4,040
| +72% | +$265K | 0.02% | 604 |
|
|
2020
Q2 | $385K | Sell |
5,633
-2,322
| -29% | -$146K | 0.01% | 700 |
|
|
2020
Q1 | $436K | Buy |
7,955
+2,981
| +60% | +$356K | 0.02% | 594 |
|
|
2019
Q4 | $741K | Buy |
4,974
+242
| +5% | +$36.3K | 0.02% | 531 |
|
|
2019
Q3 | $736K | Sell |
4,732
-6,210
| -57% | -$966K | 0.02% | 483 |
|
|
2019
Q2 | $1.75M | Buy |
10,942
+4,801
| +78% | +$827K | 0.06% | 284 |
|
|
2019
Q1 | $1.12M | Sell |
6,141
-242
| -4% | -$43K | 0.05% | 335 |
|
|
2018
Q4 | $1.07M | Buy |
6,383
+1,048
| +20% | +$187K | 0.05% | 324 |
|
|
2018
Q3 | $943K | Sell |
5,335
-863
| -14% | -$153K | 0.05% | 359 |
|
|
2018
Q2 | $1.05M | Buy |
6,198
+1,611
| +35% | +$256K | 0.06% | 289 |
|
|
2018
Q1 | $708K | Buy |
+4,587
| New | +$730K | 0.05% | 336 |
|
Other funds holding SPG
Steward Partners Investment Advisory's SPG Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Simon Property Group (SPG) stake by 75% in Q2 2026, buying an estimated $1.94M and bringing the position to 21,963 shares worth $4.91M. The position accounts for 0.03% of the portfolio, ranked #561.
Steward Partners Investment Advisory first reported a position in SPG in Q1 2018 and has held it in 34 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Steward Partners Investment Advisory held 21,963 shares of Simon Property Group worth $4.91M as of Q2 2026.
- Steward Partners Investment Advisory bought 9,418 Simon Property Group shares in Q2 2026, an estimated $1.94M.
- Simon Property Group made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #561 holding.
- Steward Partners Investment Advisory first reported a position in Simon Property Group in Q1 2018 and has held it in 34 quarters since.
- 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.