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VestGen Advisors’s Simon Property Group SPG Stock Holding History

VestGen 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 		$947K Sell
4,232
-260
-6% -$53.5K 0.03% 470
2026
Q1 		$924K Buy
4,492
+396
+10% +$75.5K 0.02% 480
2025
Q4 		$758K Buy
4,096
+74
+2% +$13.4K 0.03% 399
2025
Q3 		$755K Buy
+4,022
New +$694K 0.03% 413

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

VestGen Advisors's SPG Position: Q2 2026 in Review

VestGen Advisors reduced its Simon Property Group (SPG) stake by 5.8% in Q2 2026, selling an estimated $53.5K and leaving 4,232 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #470.

VestGen Advisors first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • VestGen Advisors held 4,232 shares of Simon Property Group worth $947K as of Q2 2026.
  • VestGen Advisors sold 260 Simon Property Group shares in Q2 2026, an estimated $53.5K.
  • Simon Property Group made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #470 holding.
  • VestGen Advisors first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.