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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vident Advisory's SPG Position: Q1 2026 in Review

Vident Advisory reduced its Simon Property Group (SPG) stake by 23% in Q1 2026, selling an estimated $1.29M and leaving 22,850 shares worth $4.26M. The position accounts for 0.04% of the portfolio, ranked #397.

Vident Advisory first reported a position in SPG in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.2M in Q3 2024. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Vident Advisory held 22,850 shares of Simon Property Group worth $4.26M as of Q1 2026.
Vident Advisory sold 6,756 Simon Property Group shares in Q1 2026, an estimated $1.29M.
Simon Property Group made up 0.04% of Vident Advisory's portfolio in Q1 2026, its #397 holding.
Vident Advisory first reported a position in Simon Property Group in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's Simon Property Group position peaked at $12.2M in Q3 2024.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.