Virtus ETF Advisers’s Simon Property Group SPG Stock Holding History

Virtus ETF Advisers’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	$254K	Buy	1,136 +14	+1%	+$2.88K	0.1%	239
2026 Q1	$209K	Hold	1,122	–	–	0.1%	228
2025 Q4	$208K	Sell	1,122 -108	-9%	-$19.6K	0.1%	229
2025 Q3	$231K	Buy	+1,230	New	+$212K	0.13%	196
2025 Q2	–	Sell	-1,450	Closed	-$241K	–	491
2025 Q1	$241K	Buy	+1,450	New	+$253K	0.16%	181
2021 Q1	–	Sell	-21,369	Closed	-$1.82M	–	393
2020 Q4	$1.82M	Buy	21,369 +3,170	+17%	+$242K	0.76%	22
2020 Q3	$1.18M	Buy	18,199 +1,902	+12%	+$125K	0.62%	43
2020 Q2	$1.11M	Buy	16,297 +5,085	+45%	+$319K	0.53%	53
2020 Q1	$615K	Buy	11,212 +11,135	+14,461%	+$1.33M	0.25%	149
2019 Q4	$11K	Hold	77	–	–	﹤0.01%	433
2019 Q3	$12K	Hold	77	–	–	﹤0.01%	405
2019 Q2	$12K	Buy	+77	New	+$13.3K	﹤0.01%	409
2019 Q1	–	Sell	-77	Closed	-$13K	–	253
2018 Q4	$13K	Buy	+77	New	+$13.8K	﹤0.01%	271

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 $3.37T AUM 44.26% 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

Virtus ETF Advisers's SPG Position: Q2 2026 in Review

Virtus ETF Advisers increased its Simon Property Group (SPG) stake by 1.2% in Q2 2026, buying an estimated $2.88K and bringing the position to 1,136 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #239.

Virtus ETF Advisers first reported a position in SPG in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.82M in Q4 2020. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Virtus ETF Advisers held 1,136 shares of Simon Property Group worth $254K as of Q2 2026.
Virtus ETF Advisers bought 14 Simon Property Group shares in Q2 2026, an estimated $2.88K.
Simon Property Group made up 0.1% of Virtus ETF Advisers's portfolio in Q2 2026, its #239 holding.
Virtus ETF Advisers first reported a position in Simon Property Group in Q4 2018 and has held it in 13 quarters since.
Virtus ETF Advisers's Simon Property Group position peaked at $1.82M in Q4 2020.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.