Arcadia Investment Management’s Simon Property Group SPG Stock Holding History

Arcadia Investment Management’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 Q1	$374	Hold	2	–	–	﹤0.01%	308
2025 Q4	$371	Buy	+2	New	+$363	﹤0.01%	317
2020 Q2	–	Sell	-180	Closed	-$10K	–	290
2020 Q1	$10K	Hold	180	–	–	﹤0.01%	267
2019 Q4	$27K	Sell	180 -747	-81%	-$112K	0.01%	237
2019 Q3	$144K	Hold	927	–	–	0.04%	135
2019 Q2	$148K	Hold	927	–	–	0.04%	130
2019 Q1	$169K	Hold	927	–	–	0.05%	122
2018 Q4	$156K	Sell	927 -235	-20%	-$42K	0.05%	118
2018 Q3	$205K	Hold	1,162	–	–	0.05%	117
2018 Q2	$198K	Hold	1,162	–	–	0.06%	120
2018 Q1	$179K	Sell	1,162 -75	-6%	-$11.9K	0.05%	124
2017 Q4	$212K	Buy	1,237 +300	+32%	+$48.7K	0.06%	117
2017 Q3	$151K	Sell	937 -20	-2%	-$3.19K	0.05%	133
2017 Q2	$155K	Hold	957	–	–	0.05%	134
2017 Q1	$165K	Sell	957 -80	-8%	-$14.3K	0.05%	129
2016 Q4	$184K	Sell	1,037 -33	-3%	-$6.13K	0.06%	122
2016 Q3	$222K	Buy	1,070 +565	+112%	+$123K	0.07%	113
2016 Q2	$110K	Buy	505 +425	+531%	+$86.7K	0.04%	138
2016 Q1	$17K	Hold	80	–	–	0.01%	233
2015 Q4	$16K	Sell	80 -80	-50%	-$15.5K	﹤0.01%	237
2015 Q3	$29K	Hold	160	–	–	0.01%	162
2015 Q2	$27K	Buy	+160	New	+$29.4K	0.01%	183

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arcadia Investment Management's SPG Position: Q1 2026 in Review

Arcadia Investment Management held its Simon Property Group (SPG) position steady in Q1 2026 at 2 shares worth $374. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Arcadia Investment Management first reported a position in SPG in Q2 2015 and has held it in 22 quarters since. The position peaked at $222K in Q3 2016. 1,310 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Arcadia Investment Management held 2 shares of Simon Property Group worth $374 as of Q1 2026.
Arcadia Investment Management left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #308 holding.
Arcadia Investment Management first reported a position in Simon Property Group in Q2 2015 and has held it in 22 quarters since.
Arcadia Investment Management's Simon Property Group position peaked at $222K in Q3 2016.
1,310 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.