Westover Capital Advisors’s Simon Property Group SPG Stock Holding History

Westover Capital 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	$671K	Hold	3,000	–	–	0.11%	129
2026 Q1	$560K	Hold	3,000	–	–	0.1%	134
2025 Q4	$555K	Hold	3,000	–	–	0.1%	140
2025 Q3	$563K	Hold	3,000	–	–	0.1%	139
2025 Q2	$482K	Hold	3,000	–	–	0.1%	149
2025 Q1	$498K	Hold	3,000	–	–	0.11%	144
2024 Q4	$517K	Hold	3,000	–	–	0.11%	144
2024 Q3	$507K	Hold	3,000	–	–	0.1%	146
2024 Q2	$455K	Hold	3,000	–	–	0.12%	140
2024 Q1	$469K	Hold	3,000	–	–	0.14%	116
2023 Q4	$428K	Hold	3,000	–	–	0.14%	110
2023 Q3	$324K	Hold	3,000	–	–	0.12%	132
2023 Q2	$346K	Hold	3,000	–	–	0.12%	126
2023 Q1	$336K	Hold	3,000	–	–	0.12%	122
2022 Q4	$352K	Hold	3,000	–	–	0.14%	104
2022 Q3	$269K	Hold	3,000	–	–	0.1%	130
2022 Q2	$285K	Hold	3,000	–	–	0.11%	132
2022 Q1	$395K	Hold	3,000	–	–	0.12%	116
2021 Q4	$479K	Hold	3,000	–	–	0.14%	114
2021 Q3	$390K	Hold	3,000	–	–	0.12%	114
2021 Q2	$391K	Hold	3,000	–	–	0.13%	118
2021 Q1	$341K	Hold	3,000	–	–	0.12%	121
2020 Q4	$256K	Buy	+3,000	New	+$229K	0.09%	130

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

Westover Capital Advisors's SPG Position: Q2 2026 in Review

Westover Capital Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 3,000 shares worth $671K. The position accounts for 0.11% of the portfolio, ranked #129.

Westover Capital Advisors first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Westover Capital Advisors held 3,000 shares of Simon Property Group worth $671K as of Q2 2026.
Westover Capital Advisors left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.11% of Westover Capital Advisors's portfolio in Q2 2026, its #129 holding.
Westover Capital Advisors first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.