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

Artemis 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
Q2 		$72.2M Sell
322,889
-12,052
-4% -$2.48M 0.64% 60
2026
Q1 		$62.5M Buy
+334,941
New +$63.9M 0.66% 63
2025
Q4 		– Sell
-489,151
Closed -$91.8M – 222
2025
Q3 		$91.8M Sell
489,151
-581,010
-54% -$100M 1.14% 26
2025
Q2 		$172M Buy
1,070,161
+604,790
+130% +$95.6M 2.2% 7
2025
Q1 		$77.3M Buy
465,371
+321,897
+224% +$56.3M 1.18% 21
2024
Q4 		$24.7M Buy
+143,474
New +$25.2M 0.35% 90
2023
Q1 		– Sell
-162,115
Closed -$19.1M – 250
2022
Q4 		$19.1M Sell
162,115
-27,148
-14% -$3.02M 0.22% 111
2022
Q3 		$17M Buy
+189,263
New +$19.4M 0.19% 117
2022
Q1 		– Sell
-468,401
Closed -$74.8M – 303
2021
Q4 		$74.8M Buy
468,401
+18,669
+4% +$2.85M 0.54% 49
2021
Q3 		$58.4M Buy
449,732
+53,245
+13% +$6.93M 0.46% 61
2021
Q2 		$51.8M Sell
396,487
-63,556
-14% -$7.9M 0.45% 64
2021
Q1 		$52.3M Buy
460,043
+173,703
+61% +$18.1M 0.5% 57
2020
Q4 		$24.4M Buy
+286,340
New +$21.9M 0.26% 122

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

Artemis Investment Management's SPG Position: Q2 2026 in Review

Artemis Investment Management reduced its Simon Property Group (SPG) stake by 3.6% in Q2 2026, selling an estimated $2.48M and leaving 322,889 shares worth $72.2M. The position accounts for 0.64% of the portfolio, ranked #60.

Artemis Investment Management first reported a position in SPG in Q4 2020 and has held it in 13 quarters since. The position peaked at $172M in Q2 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Artemis Investment Management held 322,889 shares of Simon Property Group worth $72.2M as of Q2 2026.
  • Artemis Investment Management sold 12,052 Simon Property Group shares in Q2 2026, an estimated $2.48M.
  • Simon Property Group made up 0.64% of Artemis Investment Management's portfolio in Q2 2026, its #60 holding.
  • Artemis Investment Management first reported a position in Simon Property Group in Q4 2020 and has held it in 13 quarters since.
  • Artemis Investment Management's Simon Property Group position peaked at $172M in Q2 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.