Alerus Financial’s Simon Property Group SPG Stock Holding History

Alerus Financial’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	$2.68K	Hold	12	–	–	﹤0.01%	447
2026 Q1	$2.24K	Hold	12	–	–	﹤0.01%	450
2025 Q4	$2.22K	Hold	12	–	–	﹤0.01%	449
2025 Q3	$2.25K	Hold	12	–	–	﹤0.01%	478
2025 Q2	$1.93K	Buy	+12	New	+$1.9K	﹤0.01%	454
2022 Q2	–	Sell	-29,140	Closed	-$3.83M	–	188
2022 Q1	$3.83M	Buy	29,140 +15,014	+106%	+$2.14M	0.33%	82
2021 Q4	$2.26M	Sell	14,126 -592	-4%	-$90.4K	0.18%	115
2021 Q3	$1.91M	Sell	14,718 -502	-3%	-$65.3K	0.17%	117
2021 Q2	$1.99M	Buy	15,220 +2,435	+19%	+$303K	0.2%	111
2021 Q1	$1.46M	Buy	12,785 +6,758	+112%	+$705K	0.15%	124
2020 Q4	$514K	Buy	+6,027	New	+$460K	0.05%	161

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

Alerus Financial's SPG Position: Q2 2026 in Review

Alerus Financial held its Simon Property Group (SPG) position steady in Q2 2026 at 12 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Alerus Financial first reported a position in SPG in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.83M in Q1 2022. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Alerus Financial held 12 shares of Simon Property Group worth $2.68K as of Q2 2026.
Alerus Financial left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #447 holding.
Alerus Financial first reported a position in Simon Property Group in Q4 2020 and has held it in 11 quarters since.
Alerus Financial's Simon Property Group position peaked at $3.83M in Q1 2022.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.