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Vestmark Advisory Solutions’s Simon Property Group SPG Stock Holding History

Vestmark Advisory Solutions’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 		$3.18M Buy
14,225
+3,492
+33% +$719K 0.03% 528
2026
Q1 		$2M Buy
10,733
+5,582
+108% +$1.06M 0.02% 624
2025
Q4 		$953K Buy
5,151
+390
+8% +$70.9K 0.01% 817
2025
Q3 		$893K Sell
4,761
-2,503
-34% -$432K 0.02% 566
2025
Q2 		$1.17M Sell
7,264
-480
-6% -$75.8K 0.02% 470
2025
Q1 		$1.29M Buy
7,744
+2,729
+54% +$477K 0.03% 366
2024
Q4 		$864K Buy
5,015
+70
+1% +$12.3K 0.03% 347
2024
Q3 		$836K Buy
4,945
+72
+1% +$11.4K 0.03% 326
2024
Q2 		$740K Sell
4,873
-152
-3% -$22.4K 0.03% 347
2024
Q1 		$786K Sell
5,025
-713
-12% -$105K 0.03% 338
2023
Q4 		$818K Buy
5,738
+9
+0.2% +$1.09K 0.04% 305
2023
Q3 		$619K Sell
5,729
-5,679
-50% -$665K 0.05% 275
2023
Q2 		$1.32M Sell
11,408
-408
-3% -$44.4K 0.05% 382
2023
Q1 		$1.32M Buy
11,816
+185
+2% +$22.1K 0.06% 363
2022
Q4 		$1.37M Buy
11,631
+171
+1% +$19K 0.07% 342
2022
Q3 		$1.03M Buy
11,460
+3,775
+49% +$386K 0.06% 374
2022
Q2 		$729K Buy
7,685
+4,041
+111% +$463K 0.04% 451
2022
Q1 		$479K Buy
+3,644
New +$519K 0.03% 544
2019
Q4 		– Sell
-2,843
Closed -$443K – 484
2019
Q3 		$443K Buy
2,843
+1,183
+71% +$184K 0.07% 325
2019
Q2 		$265K Sell
1,660
-3,202
-66% -$551K 0.05% 438
2019
Q1 		$886K Buy
+4,862
New +$864K 0.16% 189

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

Vestmark Advisory Solutions's SPG Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Simon Property Group (SPG) stake by 33% in Q2 2026, buying an estimated $719K and bringing the position to 14,225 shares worth $3.18M. The position accounts for 0.03% of the portfolio, ranked #528.

Vestmark Advisory Solutions first reported a position in SPG in Q1 2019 and has held it in 21 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Vestmark Advisory Solutions held 14,225 shares of Simon Property Group worth $3.18M as of Q2 2026.
  • Vestmark Advisory Solutions bought 3,492 Simon Property Group shares in Q2 2026, an estimated $719K.
  • Simon Property Group made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #528 holding.
  • Vestmark Advisory Solutions first reported a position in Simon Property Group in Q1 2019 and has held it in 21 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.