Applied Finance Capital Management’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.15M Buy
5,150
+482
+10% +$99.2K 0.09% 94
2026
Q1
$871K Sell
4,668
-113
-2% -$21.5K 0.07% 115
2025
Q4
$885K Sell
4,781
-190
-4% -$34.5K 0.06% 114
2025
Q3
$933K Sell
4,971
-755
-13% -$130K 0.07% 114
2025
Q2
$921K Buy
5,726
+218
+4% +$34.4K 0.06% 129
2025
Q1
$915K Buy
5,508
+130
+2% +$22.7K 0.07% 122
2024
Q4
$926K Sell
5,378
-306
-5% -$53.7K 0.04% 123
2024
Q3
$961K Buy
5,684
+512
+10% +$81.1K 0.04% 122
2024
Q2
$785K Buy
+5,172
New +$762K 0.04% 122

Other funds holding SPG

Applied Finance Capital Management's SPG Position: Q2 2026 in Review

Applied Finance Capital Management increased its Simon Property Group (SPG) stake by 10% in Q2 2026, buying an estimated $99.2K and bringing the position to 5,150 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #94.

Applied Finance Capital Management first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Applied Finance Capital Management held 5,150 shares of Simon Property Group worth $1.15M as of Q2 2026.
  • Applied Finance Capital Management bought 482 Simon Property Group shares in Q2 2026, an estimated $99.2K.
  • Simon Property Group made up 0.09% of Applied Finance Capital Management's portfolio in Q2 2026, its #94 holding.
  • Applied Finance Capital Management first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.