Vident Advisory’s Simon Property Group SPG Stock Holding History

Vident Advisory’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	$5.3M	Buy	23,699 +849	+4%	+$175K	0.04%	376
2026 Q1	$4.26M	Sell	22,850 -6,756	-23%	-$1.29M	0.04%	397
2025 Q4	$5.48M	Buy	29,606 +179	+0.6%	+$32.5K	0.05%	306
2025 Q3	$5.52M	Sell	29,427 -2,715	-8%	-$469K	0.05%	279
2025 Q2	$5.17M	Sell	32,142 -1,483	-4%	-$234K	0.06%	268
2025 Q1	$5.58M	Sell	33,625 -25,710	-43%	-$4.49M	0.08%	214
2024 Q4	$10.2M	Sell	59,335 -13,069	-18%	-$2.29M	0.18%	125
2024 Q3	$12.2M	Sell	72,404 -5,467	-7%	-$866K	0.31%	63
2024 Q2	$11.8M	Buy	77,871 +29,792	+62%	+$4.39M	0.33%	64
2024 Q1	$7.52M	Buy	48,079 +4,677	+11%	+$686K	0.16%	179
2023 Q4	$6.19M	Sell	43,402 -974	-2%	-$118K	0.16%	164
2023 Q3	$4.79M	Buy	+44,376	New	+$5.2M	0.15%	162

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vident Advisory's SPG Position: Q2 2026 in Review

Vident Advisory increased its Simon Property Group (SPG) stake by 3.7% in Q2 2026, buying an estimated $175K and bringing the position to 23,699 shares worth $5.3M. The position accounts for 0.04% of the portfolio, ranked #376.

Vident Advisory first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.2M in Q3 2024. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Vident Advisory held 23,699 shares of Simon Property Group worth $5.3M as of Q2 2026.
Vident Advisory bought 849 Simon Property Group shares in Q2 2026, an estimated $175K.
Simon Property Group made up 0.04% of Vident Advisory's portfolio in Q2 2026, its #376 holding.
Vident Advisory first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's Simon Property Group position peaked at $12.2M in Q3 2024.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.