UAG
SPG icon

United Advisor Group’s Simon Property Group SPG Stock Holding History

United Advisor Group’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 		$760K Sell
3,400
-6
-0.2% -$1.24K 0.08% 255
2026
Q1 		$635K Buy
3,406
+18
+0.5% +$3.43K 0.08% 241
2025
Q4 		$627K Buy
3,388
+183
+6% +$33.2K 0.08% 246
2025
Q3 		$601K Buy
3,205
+37
+1% +$6.39K 0.08% 237
2025
Q2 		$509K Buy
3,168
+32
+1% +$5.06K 0.09% 217
2025
Q1 		$521K Buy
3,136
+48
+2% +$8.39K 0.11% 183
2024
Q4 		$532K Sell
3,088
-17
-0.5% -$2.98K 0.11% 188
2024
Q3 		$525K Buy
3,105
+35
+1% +$5.54K 0.12% 184
2024
Q2 		$466K Buy
3,070
+967
+46% +$142K 0.14% 136
2024
Q1 		$329K Sell
2,103
-2,347
-53% -$344K 0.12% 150
2023
Q4 		$636K Buy
+4,450
New +$538K 0.76% 23

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

United Advisor Group's SPG Position: Q2 2026 in Review

United Advisor Group reduced its Simon Property Group (SPG) stake by 0.18% in Q2 2026, selling an estimated $1.24K and leaving 3,400 shares worth $760K. The position accounts for 0.08% of the portfolio, ranked #255.

United Advisor Group first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • United Advisor Group held 3,400 shares of Simon Property Group worth $760K as of Q2 2026.
  • United Advisor Group sold 6 Simon Property Group shares in Q2 2026, an estimated $1.24K.
  • Simon Property Group made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #255 holding.
  • United Advisor Group first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.