WTA
SPG icon

Washington Trust Advisors’s Simon Property Group SPG Stock Holding History

Washington Trust Advisors’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 		$2.01K Hold
9
– – ﹤0.01% 633
2026
Q1 		$1.68K Buy
+9
New +$1.72K ﹤0.01% 596
2025
Q3 		– Sell
-126
Closed -$20.3K – 711
2025
Q2 		$20.3K Buy
126
+14
+13% +$2.21K ﹤0.01% 400
2025
Q1 		$18.6K Sell
112
-2
-2% -$350 ﹤0.01% 401
2024
Q4 		$19.6K Buy
114
+16
+16% +$2.81K ﹤0.01% 406
2024
Q3 		$16.6K Sell
98
-4
-4% -$633 ﹤0.01% 422
2024
Q2 		$15.5K Buy
102
+8
+9% +$1.18K ﹤0.01% 423
2024
Q1 		$14.7K Buy
94
+4
+4% +$587 ﹤0.01% 431
2023
Q4 		$12.8K Hold
90
– – ﹤0.01% 444
2023
Q3 		$9.72K Hold
90
– – ﹤0.01% 468
2023
Q2 		$10.4K Hold
90
– – ﹤0.01% 450
2023
Q1 		$10.1K Sell
90
-2
-2% -$239 ﹤0.01% 500
2022
Q4 		$10.8K Buy
92
+39
+74% +$4.33K ﹤0.01% 491
2022
Q3 		$5K Buy
+53
New +$5.42K ﹤0.01% 723

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 $3.38T AUM 44.17% 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

Washington Trust Advisors's SPG Position: Q2 2026 in Review

Washington Trust Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 9 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Washington Trust Advisors first reported a position in SPG in Q3 2022 and has held it in 14 quarters since. The position peaked at $20.3K in Q2 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Washington Trust Advisors held 9 shares of Simon Property Group worth $2.01K as of Q2 2026.
  • Washington Trust Advisors left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #633 holding.
  • Washington Trust Advisors first reported a position in Simon Property Group in Q3 2022 and has held it in 14 quarters since.
  • Washington Trust Advisors's Simon Property Group position peaked at $20.3K in Q2 2025.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.