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U.S. Capital Wealth Advisors’s Simon Property Group SPG Stock Holding History

U.S. Capital 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
Q1 		– Sell
-1,480
Closed -$274K – 1076
2025
Q4 		$274K Buy
1,480
+15
+1% +$2.73K 0.01% 835
2025
Q3 		$275K Buy
1,465
+159
+12% +$27.4K 0.01% 799
2025
Q2 		$210K Sell
1,306
-5
-0.4% -$790 0.01% 824
2025
Q1 		$218K Sell
1,311
-223
-15% -$39K 0.01% 784
2024
Q4 		$264K Buy
1,534
+87
+6% +$15.3K 0.01% 715
2024
Q3 		$245K Buy
1,447
+122
+9% +$19.3K 0.01% 632
2024
Q2 		$201K Buy
1,325
+7
+0.5% +$1.03K 0.01% 640
2024
Q1 		$206K Buy
+1,318
New +$193K 0.01% 641
2023
Q1 		– Sell
-1,667
Closed -$196K – 1400
2022
Q4 		$196K Sell
1,667
-14,087
-89% -$1.57M 0.01% 609
2022
Q3 		$1.41M Buy
15,754
+144
+0.9% +$14.7K 0.07% 264
2022
Q2 		$1.48M Sell
15,610
-3,008
-16% -$345K 0.07% 277
2022
Q1 		$2.45M Buy
18,618
+408
+2% +$58.1K 0.09% 210
2021
Q4 		$2.91M Sell
18,210
-27,328
-60% -$4.17M 0.12% 193
2021
Q3 		$5.63M Buy
+45,538
New +$5.93M 0.24% 101

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

U.S. Capital Wealth Advisors's SPG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 1,480 shares — an estimated $274K sold.

U.S. Capital Wealth Advisors first reported a position in SPG in Q3 2021 and held it in 14 quarters. The position peaked at $5.63M in Q3 2021. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • U.S. Capital Wealth Advisors reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,480 Simon Property Group shares in Q1 2026, an estimated $274K.
  • U.S. Capital Wealth Advisors first reported a position in Simon Property Group in Q3 2021 and held it in 14 quarters.
  • U.S. Capital Wealth Advisors's Simon Property Group position peaked at $5.63M in Q3 2021.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.