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Trifecta Capital Advisors’s Simon Property Group SPG Stock Holding History

Trifecta Capital 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 		$2.46K Buy
+11
New +$2.26K ﹤0.01% 292
2024
Q2 		– Sell
-75
Closed -$11.7K – 427
2024
Q1 		$11.7K Buy
+75
New +$11K ﹤0.01% 198
2023
Q4 		– Sell
-68
Closed -$7.35K – 461
2023
Q3 		$7.35K Buy
+68
New +$7.96K ﹤0.01% 224
2023
Q2 		– Sell
-370
Closed -$41.4K – 429
2023
Q1 		$41.4K Buy
370
+35
+10% +$4.18K 0.01% 148
2022
Q4 		$39.4K Buy
+335
New +$37.2K 0.02% 136

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

Trifecta Capital Advisors's SPG Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Simon Property Group (SPG) in Q2 2026: 11 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in SPG as recently as Q1 2024.

Trifecta Capital Advisors first reported a position in SPG in Q4 2022 and has held it in 5 quarters since. The position peaked at $41.4K in Q1 2023. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Trifecta Capital Advisors held 11 shares of Simon Property Group worth $2.46K as of Q2 2026.
  • Simon Property Group was a new Trifecta Capital Advisors position in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #292 holding.
  • Trifecta Capital Advisors first reported a position in Simon Property Group in Q4 2022 and has held it in 5 quarters since.
  • Trifecta Capital Advisors's Simon Property Group position peaked at $41.4K in Q1 2023.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.