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Augustine Asset Management’s Simon Property Group SPG Stock Holding History

Augustine Asset 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 		$383K Buy
1,711
+207
+14% +$42.6K 0.08% 84
2026
Q1 		$281K Sell
1,504
-79
-5% -$15.1K 0.06% 95
2025
Q4 		$293K Sell
1,583
-130
-8% -$23.6K 0.06% 90
2025
Q3 		$321K Buy
1,713
+1
+0.1% +$173 0.06% 82
2025
Q2 		$275K Sell
1,712
-35
-2% -$5.53K 0.07% 88
2025
Q1 		$290K Sell
1,747
-4
-0.2% -$699 0.08% 83
2024
Q4 		$302K Sell
1,751
-69
-4% -$12.1K 0.08% 81
2024
Q3 		$308K Sell
1,820
-39
-2% -$6.17K 0.11% 76
2024
Q2 		$282K Buy
1,859
+68
+4% +$10K 0.11% 76
2024
Q1 		$280K Sell
1,791
-332
-16% -$48.7K 0.12% 73
2023
Q4 		$303K Sell
2,123
-1,821
-46% -$220K 0.13% 70
2023
Q3 		$426K Buy
3,944
+2
+0.1% +$234 0.2% 64
2023
Q2 		$455K Buy
3,942
+35
+0.9% +$3.81K 0.21% 62
2023
Q1 		$437K Buy
3,907
+2
+0.1% +$239 0.22% 63
2022
Q4 		$459K Sell
3,905
-32
-0.8% -$3.56K 0.25% 55
2022
Q3 		$353K Sell
3,937
-29
-0.7% -$2.97K 0.23% 55
2022
Q2 		$376K Sell
3,966
-480
-11% -$55K 0.23% 54
2022
Q1 		$585K Buy
4,446
+22
+0.5% +$3.13K 0.29% 43
2021
Q4 		$707K Sell
4,424
-10
-0.2% -$1.53K 0.35% 38
2021
Q3 		$576K Sell
4,434
-32
-0.7% -$4.17K 0.31% 40
2021
Q2 		$583K Buy
+4,466
New +$555K 0.3% 39

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

Augustine Asset Management's SPG Position: Q2 2026 in Review

Augustine Asset Management increased its Simon Property Group (SPG) stake by 14% in Q2 2026, buying an estimated $42.6K and bringing the position to 1,711 shares worth $383K. The position accounts for 0.08% of the portfolio, ranked #84.

Augustine Asset Management first reported a position in SPG in Q2 2021 and has held it in 21 quarters since. The position peaked at $707K in Q4 2021. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Augustine Asset Management held 1,711 shares of Simon Property Group worth $383K as of Q2 2026.
  • Augustine Asset Management bought 207 Simon Property Group shares in Q2 2026, an estimated $42.6K.
  • Simon Property Group made up 0.08% of Augustine Asset Management's portfolio in Q2 2026, its #84 holding.
  • Augustine Asset Management first reported a position in Simon Property Group in Q2 2021 and has held it in 21 quarters since.
  • Augustine Asset Management's Simon Property Group position peaked at $707K in Q4 2021.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Augustine Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.