Valeo Financial Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.7M | Buy |
7,587
+443
| +6% | +$91.2K | 0.04% | 216 |
|
|
2026
Q1 | $1.33M | Sell |
7,144
-1,252
| -15% | -$239K | 0.03% | 222 |
|
|
2025
Q4 | $1.55M | Buy |
8,396
+175
| +2% | +$31.8K | 0.03% | 208 |
|
|
2025
Q3 | $1.54M | Sell |
8,221
-195
| -2% | -$33.7K | 0.04% | 207 |
|
|
2025
Q2 | $1.35M | Sell |
8,416
-598
| -7% | -$94.5K | 0.03% | 227 |
|
|
2025
Q1 | $1.5M | Buy |
9,014
+758
| +9% | +$132K | 0.04% | 194 |
|
|
2024
Q4 | $1.42M | Sell |
8,256
-1,188
| -13% | -$209K | 0.04% | 190 |
|
|
2024
Q3 | $1.6M | Buy |
9,444
+130
| +1% | +$20.6K | 0.05% | 189 |
|
|
2024
Q2 | $1.41M | Sell |
9,314
-138
| -1% | -$20.3K | 0.04% | 190 |
|
|
2024
Q1 | $1.35M | Buy |
9,452
+683
| +8% | +$100K | 0.05% | 191 |
|
|
2023
Q4 | $1.25M | Buy |
8,769
+174
| +2% | +$21K | 0.05% | 195 |
|
|
2023
Q3 | $929K | Sell |
8,595
-354
| -4% | -$41.5K | 0.04% | 223 |
|
|
2023
Q2 | $1.03M | Sell |
8,949
-85
| -0.9% | -$9.26K | 0.05% | 202 |
|
|
2023
Q1 | $1.01M | Sell |
9,034
-2,989
| -25% | -$357K | 0.05% | 209 |
|
|
2022
Q4 | $1.41M | Buy |
12,023
+3,400
| +39% | +$378K | 0.08% | 150 |
|
|
2022
Q3 | $774K | Sell |
8,623
-27,154
| -76% | -$2.78M | 0.05% | 200 |
|
|
2022
Q2 | $3.4M | Sell |
35,777
-5,013
| -12% | -$574K | 0.21% | 69 |
|
|
2022
Q1 | $4.38M | Buy |
40,790
+30,277
| +288% | +$4.31M | 0.22% | 67 |
|
|
2021
Q4 | $1.68M | Buy |
10,513
+286
| +3% | +$43.7K | 0.09% | 134 |
|
|
2021
Q3 | $1.33M | Buy |
10,227
+2,600
| +34% | +$338K | 0.08% | 152 |
|
|
2021
Q2 | $994K | Buy |
7,627
+79
| +1% | +$9.82K | 0.06% | 166 |
|
|
2021
Q1 | $859K | Sell |
7,548
-218
| -3% | -$22.7K | 0.04% | 189 |
|
|
2020
Q4 | $662K | Sell |
7,766
-877
| -10% | -$67K | 0.03% | 211 |
|
|
2020
Q3 | $559K | Sell |
8,643
-1,751
| -17% | -$115K | 0.05% | 175 |
|
|
2020
Q2 | $711K | Buy |
10,394
+583
| +6% | +$36.6K | 0.06% | 156 |
|
|
2020
Q1 | $664K | Buy |
9,811
+5,941
| +154% | +$710K | 0.07% | 153 |
|
|
2019
Q4 | $577K | Sell |
3,870
-591
| -13% | -$88.6K | 0.06% | 176 |
|
|
2019
Q3 | $694K | Buy |
4,461
+1,386
| +45% | +$216K | 0.08% | 148 |
|
|
2019
Q2 | $491K | Buy |
3,075
+159
| +5% | +$27.4K | 0.06% | 180 |
|
|
2019
Q1 | $531K | Sell |
2,916
-6,036
| -67% | -$1.07M | 0.06% | 169 |
|
|
2018
Q4 | $1.5M | Sell |
8,952
-770
| -8% | -$138K | 0.21% | 75 |
|
|
2018
Q3 | $1.79M | Sell |
9,722
-700
| -7% | -$124K | 0.24% | 68 |
|
|
2018
Q2 | $1.82M | Sell |
10,422
-1,811
| -15% | -$288K | 0.26% | 63 |
|
|
2018
Q1 | $1.89M | Sell |
12,233
-463
| -4% | -$73.6K | 0.3% | 63 |
|
|
2017
Q4 | $2.18M | Buy |
12,696
+4,325
| +52% | +$702K | 0.36% | 59 |
|
|
2017
Q3 | $1.35M | Buy |
+8,371
| New | +$1.34M | 0.31% | 70 |
|
Other funds holding SPG
Valeo Financial Advisors's SPG Position: Q2 2026 in Review
Valeo Financial Advisors increased its Simon Property Group (SPG) stake by 6.2% in Q2 2026, buying an estimated $91.2K and bringing the position to 7,587 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #216.
Valeo Financial Advisors first reported a position in SPG in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.38M in Q1 2022. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Valeo Financial Advisors held 7,587 shares of Simon Property Group worth $1.7M as of Q2 2026.
- Valeo Financial Advisors bought 443 Simon Property Group shares in Q2 2026, an estimated $91.2K.
- Simon Property Group made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #216 holding.
- Valeo Financial Advisors first reported a position in Simon Property Group in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Simon Property Group position peaked at $4.38M in Q1 2022.
- 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.