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Strategic Advocates’s Simon Property Group SPG Stock Holding History

Strategic Advocates’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 		$12.7K Sell
57
-11
-16% -$2.26K 0.05% 149
2026
Q1 		$12.7K Sell
68
-2,660
-98% -$507K 0.06% 150
2025
Q4 		$510K Sell
2,728
-219
-7% -$39.8K 0.13% 72
2025
Q3 		$553K Buy
2,947
+92
+3% +$15.9K 0.14% 73
2025
Q2 		$459K Buy
2,855
+144
+5% +$22.8K 0.14% 81
2025
Q1 		$450K Sell
2,711
-33
-1% -$5.77K 0.16% 73
2024
Q4 		$473K Sell
2,744
-483
-15% -$84.8K 0.16% 66
2024
Q3 		$545K Buy
3,227
+430
+15% +$68.1K 0.2% 70
2024
Q2 		$425K Sell
2,797
-262
-9% -$38.6K 0.17% 72
2024
Q1 		$479K Buy
3,059
+145
+5% +$21.3K 0.18% 75
2023
Q4 		$416K Sell
2,914
-1,158
-28% -$140K 0.18% 90
2023
Q3 		$440K Buy
+4,072
New +$477K 0.21% 90

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

Strategic Advocates's SPG Position: Q2 2026 in Review

Strategic Advocates reduced its Simon Property Group (SPG) stake by 16% in Q2 2026, selling an estimated $2.26K and leaving 57 shares worth $12.7K. The position accounts for 0.05% of the portfolio, ranked #149.

Strategic Advocates first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. The position peaked at $553K in Q3 2025. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Strategic Advocates held 57 shares of Simon Property Group worth $12.7K as of Q2 2026.
  • Strategic Advocates sold 11 Simon Property Group shares in Q2 2026, an estimated $2.26K.
  • Simon Property Group made up 0.05% of Strategic Advocates's portfolio in Q2 2026, its #149 holding.
  • Strategic Advocates first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
  • Strategic Advocates's Simon Property Group position peaked at $553K in Q3 2025.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.