Trivium Point Advisory’s Simon Property Group SPG Stock Holding History

Trivium Point Advisory’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	$234K	Buy	+1,047	New	+$215K	0.02%	335
2023 Q3	–	Sell	-3,379	Closed	-$390K	–	201
2023 Q2	$390K	Sell	3,379 -3	-0.1%	-$327	0.11%	161
2023 Q1	$379K	Buy	3,382 +365	+12%	+$43.6K	0.1%	159
2022 Q4	$359K	Buy	3,017 +857	+40%	+$95.2K	0.1%	154
2022 Q3	$205K	Sell	2,160 -782	-27%	-$80K	0.06%	174
2022 Q2	$288K	Sell	2,942 -3,828	-57%	-$439K	0.09%	169
2022 Q1	$866K	Buy	6,770 +4,807	+245%	+$685K	0.19%	137
2021 Q4	$314K	Buy	1,963 +11	+0.6%	+$1.68K	0.07%	190
2021 Q3	$262K	Buy	1,952 +116	+6%	+$15.1K	0.06%	196
2021 Q2	$240K	Buy	1,836 +28	+2%	+$3.48K	0.06%	193
2021 Q1	$206K	Buy	+1,808	New	+$189K	0.06%	184

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 $3.38T AUM 44.17% 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

Trivium Point Advisory's SPG Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in Simon Property Group (SPG) in Q2 2026: 1,047 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #335 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in SPG as recently as Q2 2023.

Trivium Point Advisory first reported a position in SPG in Q1 2021 and has held it in 11 quarters since. The position peaked at $866K in Q1 2022. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Trivium Point Advisory held 1,047 shares of Simon Property Group worth $234K as of Q2 2026.
Simon Property Group was a new Trivium Point Advisory position in Q2 2026.
Simon Property Group made up 0.02% of Trivium Point Advisory's portfolio in Q2 2026, its #335 holding.
Trivium Point Advisory first reported a position in Simon Property Group in Q1 2021 and has held it in 11 quarters since.
Trivium Point Advisory's Simon Property Group position peaked at $866K in Q1 2022.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.