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

Virtus Investment 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	$2M	Buy	+8,956	New	+$1.84M	0.47%	45
2025 Q1	–	Sell	-1,450	Closed	-$250K	–	668
2024 Q4	$250K	Buy	+1,450	New	+$254K	0.2%	167
2018 Q1	–	Sell	-6,347	Closed	-$1.09M	–	376
2017 Q4	$1.09M	Sell	6,347 -376	-6%	-$61.1K	0.12%	203
2017 Q3	$1.08M	Sell	6,723 -1,077	-14%	-$172K	0.11%	214
2017 Q2	$1.26M	Buy	+7,800	New	+$1.27M	0.12%	199
2016 Q4	–	Sell	-51,408	Closed	-$10.6M	–	522
2016 Q3	$10.6M	Buy	+51,408	New	+$11.1M	0.68%	30

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

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

Virtus Investment Advisers opened a new position in Simon Property Group (SPG) in Q2 2026: 8,956 shares worth $2M. The stake represents 0.47% of the portfolio and ranks #45 among its holdings. This is a return to the name: Virtus Investment Advisers previously reported a position in SPG as recently as Q4 2024.

Virtus Investment Advisers first reported a position in SPG in Q3 2016 and has held it in 6 quarters since. The position peaked at $10.6M in Q3 2016. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Virtus Investment Advisers held 8,956 shares of Simon Property Group worth $2M as of Q2 2026.
Simon Property Group was a new Virtus Investment Advisers position in Q2 2026.
Simon Property Group made up 0.47% of Virtus Investment Advisers's portfolio in Q2 2026, its #45 holding.
Virtus Investment Advisers first reported a position in Simon Property Group in Q3 2016 and has held it in 6 quarters since.
Virtus Investment Advisers's Simon Property Group position peaked at $10.6M in Q3 2016.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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