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Ascent Group’s Simon Property Group SPG Stock Holding History

Ascent Group’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 		$658K Buy
2,942
+185
+7% +$38.1K 0.02% 472
2026
Q1 		$514K Buy
2,757
+43
+2% +$8.2K 0.02% 498
2025
Q4 		$502K Buy
2,714
+267
+11% +$48.5K 0.02% 495
2025
Q3 		$459K Sell
2,447
-22
-0.9% -$3.8K 0.02% 519
2025
Q2 		$397K Sell
2,469
-855
-26% -$135K 0.02% 518
2025
Q1 		$552K Buy
3,324
+647
+24% +$113K 0.02% 441
2024
Q4 		$461K Buy
2,677
+395
+17% +$69.3K 0.03% 388
2024
Q3 		$386K Buy
2,282
+334
+17% +$52.9K 0.03% 404
2024
Q2 		$296K Buy
1,948
+199
+11% +$29.3K 0.02% 427
2024
Q1 		$274K Buy
+1,749
New +$256K 0.02% 448
2023
Q3 		– Sell
-5,655
Closed -$673K – 493
2023
Q2 		$673K Buy
5,655
+464
+9% +$50.5K 0.07% 280
2023
Q1 		$581K Sell
5,191
-221
-4% -$26.4K 0.06% 293
2022
Q4 		$636K Buy
5,412
+100
+2% +$11.1K 0.07% 275
2022
Q3 		$579K Sell
5,312
-3,577
-40% -$366K 0.07% 269
2022
Q2 		$966K Sell
8,889
-4,142
-32% -$475K 0.12% 211
2022
Q1 		$1.71M Buy
13,031
+7,860
+152% +$1.12M 0.2% 171
2021
Q4 		$760K Buy
+5,171
New +$789K 0.1% 238

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

Ascent Group's SPG Position: Q2 2026 in Review

Ascent Group increased its Simon Property Group (SPG) stake by 6.7% in Q2 2026, buying an estimated $38.1K and bringing the position to 2,942 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #472.

Ascent Group first reported a position in SPG in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.71M in Q1 2022. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Ascent Group held 2,942 shares of Simon Property Group worth $658K as of Q2 2026.
  • Ascent Group bought 185 Simon Property Group shares in Q2 2026, an estimated $38.1K.
  • Simon Property Group made up 0.02% of Ascent Group's portfolio in Q2 2026, its #472 holding.
  • Ascent Group first reported a position in Simon Property Group in Q4 2021 and has held it in 17 quarters since.
  • Ascent Group's Simon Property Group position peaked at $1.71M in Q1 2022.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.