1620 Investment Advisors’s Simon Property Group SPG Stock Holding History

1620 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	$393K	Buy	+1,758	New	+$362K	0.24%	111
2025 Q2	–	Sell	-14	Closed	-$2.33K	–	710
2025 Q1	$2.33K	Sell	14 -1,994	-99%	-$349K	﹤0.01%	570
2024 Q4	$346K	Buy	2,008 +41	+2%	+$7.2K	0.26%	116
2024 Q3	$332K	Buy	1,967 +1	+0.1%	+$158	0.24%	121
2024 Q2	$298K	Buy	+1,966	New	+$290K	0.23%	126
2024 Q1	–	Sell	-3,389	Closed	-$483K	–	149
2023 Q4	$483K	Buy	+3,389	New	+$410K	0.53%	63
2023 Q2	–	Sell	-2,510	Closed	-$281K	–	150
2023 Q1	$281K	Hold	2,510	–	–	0.34%	101
2022 Q4	$295K	Buy	+2,510	New	+$279K	0.36%	98
2022 Q2	–	Sell	-5,750	Closed	-$919K	–	142
2022 Q1	$919K	Hold	5,750	–	–	1%	31
2021 Q4	$919K	Buy	+5,750	New	+$878K	1.03%	31

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

1620 Investment Advisors's SPG Position: Q2 2026 in Review

1620 Investment Advisors opened a new position in Simon Property Group (SPG) in Q2 2026: 1,758 shares worth $393K. The stake represents 0.24% of the portfolio and ranks #111 among its holdings. This is a return to the name: 1620 Investment Advisors previously reported a position in SPG as recently as Q1 2025.

1620 Investment Advisors first reported a position in SPG in Q4 2021 and has held it in 10 quarters since. The position peaked at $919K in Q1 2022. 441 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

1620 Investment Advisors held 1,758 shares of Simon Property Group worth $393K as of Q2 2026.
Simon Property Group was a new 1620 Investment Advisors position in Q2 2026.
Simon Property Group made up 0.24% of 1620 Investment Advisors's portfolio in Q2 2026, its #111 holding.
1620 Investment Advisors first reported a position in Simon Property Group in Q4 2021 and has held it in 10 quarters since.
1620 Investment Advisors's Simon Property Group position peaked at $919K in Q1 2022.
441 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.