Waverly Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
Other funds holding SPG
VPM
VCM
Waverly Advisors's SPG Position: Q1 2026 in Review
Waverly Advisors increased its Simon Property Group (SPG) stake by 30% in Q1 2026, buying an estimated $182K and bringing the position to 4,123 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #915.
Waverly Advisors first reported a position in SPG in Q3 2015 and has held it in 5 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.
- Waverly Advisors held 4,123 shares of Simon Property Group worth $769K as of Q1 2026.
- Waverly Advisors bought 956 Simon Property Group shares in Q1 2026, an estimated $182K.
- Simon Property Group made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #915 holding.
- Waverly Advisors first reported a position in Simon Property Group in Q3 2015 and has held it in 5 quarters since.
- 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.