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World Investment Advisors’s Simon Property Group SPG Stock Holding History

World Investment 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 		$906K Sell
4,789
-190
-4% -$39.1K 0.02% 737
2026
Q1 		$929K Buy
4,979
+4
+0.1% +$763 0.02% 737
2025
Q4 		$921K Buy
4,975
+626
+14% +$114K 0.01% 715
2025
Q3 		$816K Sell
4,349
-8
-0.2% -$1.38K 0.02% 627
2025
Q2 		$700K Sell
4,357
-550
-11% -$86.9K 0.02% 619
2025
Q1 		$815K Buy
4,907
+1,029
+27% +$180K 0.02% 559
2024
Q4 		$668K Buy
3,878
+344
+10% +$60.4K 0.02% 576
2024
Q3 		$597K Buy
3,534
+521
+17% +$82.5K 0.02% 545
2024
Q2 		$457K Buy
+3,013
New +$444K 0.03% 424

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 $3.37T AUM 44.26% 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

World Investment Advisors's SPG Position: Q2 2026 in Review

World Investment Advisors reduced its Simon Property Group (SPG) stake by 3.8% in Q2 2026, selling an estimated $39.1K and leaving 4,789 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #737.

World Investment Advisors first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. The position peaked at $929K in Q1 2026. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • World Investment Advisors held 4,789 shares of Simon Property Group worth $906K as of Q2 2026.
  • World Investment Advisors sold 190 Simon Property Group shares in Q2 2026, an estimated $39.1K.
  • Simon Property Group made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #737 holding.
  • World Investment Advisors first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's Simon Property Group position peaked at $929K in Q1 2026.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.