Waverly Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
Other funds holding SPG
Waverly Advisors's SPG Position: Q2 2026 in Review
Waverly Advisors increased its Simon Property Group (SPG) stake by 73% in Q2 2026, buying an estimated $619K and bringing the position to 7,132 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #752.
Waverly Advisors first reported a position in SPG in Q3 2015 and has held it in 6 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Waverly Advisors held 7,132 shares of Simon Property Group worth $1.6M as of Q2 2026.
- Waverly Advisors bought 3,009 Simon Property Group shares in Q2 2026, an estimated $619K.
- Simon Property Group made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #752 holding.
- Waverly Advisors first reported a position in Simon Property Group in Q3 2015 and has held it in 6 quarters since.
- 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.