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Stratos Wealth Advisors’s Simon Property Group SPG Stock Holding History

Stratos Wealth 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 		$465K Buy
2,079
+2
+0.1% +$412 0.03% 418
2026
Q1 		$388K Sell
2,077
-138
-6% -$26.3K 0.02% 436
2025
Q4 		$410K Hold
2,215
– – 0.02% 477
2025
Q3 		$416K Buy
2,215
+129
+6% +$22.3K 0.02% 487
2025
Q2 		$335K Buy
2,086
+1
+0% +$158 0.02% 521
2025
Q1 		$346K Sell
2,085
-23
-1% -$4.02K 0.02% 518
2024
Q4 		$363K Sell
2,108
-443
-17% -$77.7K 0.02% 547
2024
Q3 		$431K Buy
2,551
+27
+1% +$4.28K 0.02% 527
2024
Q2 		$383K Buy
2,524
+17
+0.7% +$2.5K 0.02% 525
2024
Q1 		$392K Sell
2,507
-14
-0.6% -$2.05K 0.02% 504
2023
Q4 		$360K Buy
2,521
+8
+0.3% +$967 0.02% 520
2023
Q3 		$272K Buy
2,513
+82
+3% +$9.6K 0.02% 554
2023
Q2 		$281K Buy
2,431
+15
+0.6% +$1.63K 0.02% 521
2023
Q1 		$271K Buy
2,416
+13
+0.5% +$1.55K 0.02% 515
2022
Q4 		$282K Buy
2,403
+26
+1% +$2.89K 0.02% 484
2022
Q3 		$213K Sell
2,377
-168
-7% -$17.2K 0.02% 471
2022
Q2 		$242K Buy
2,545
+60
+2% +$6.88K 0.02% 457
2022
Q1 		$327K Sell
2,485
-94
-4% -$13.4K 0.03% 441
2021
Q4 		$412K Buy
2,579
+236
+10% +$36K 0.03% 419
2021
Q3 		$305K Buy
2,343
+3
+0.1% +$390 0.03% 424
2021
Q2 		$305K Sell
2,340
-279
-11% -$34.7K 0.03% 437
2021
Q1 		$298K Sell
2,619
-98
-4% -$10.2K 0.03% 394
2020
Q4 		$232K Buy
+2,717
New +$207K 0.03% 361

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

Stratos Wealth Advisors's SPG Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Simon Property Group (SPG) stake by 0.1% in Q2 2026, buying an estimated $412 and bringing the position to 2,079 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #418.

Stratos Wealth Advisors first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Stratos Wealth Advisors held 2,079 shares of Simon Property Group worth $465K as of Q2 2026.
  • Stratos Wealth Advisors bought 2 Simon Property Group shares in Q2 2026, an estimated $412.
  • Simon Property Group made up 0.03% of Stratos Wealth Advisors's portfolio in Q2 2026, its #418 holding.
  • Stratos Wealth Advisors first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.