Bank of Montreal’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 | $211M | Buy |
942,135
+114,210
| +14% | +$23.5M | 0.07% | 227 |
|
|
2026
Q1 | $154M | Buy |
827,925
+102,565
| +14% | +$19.6M | 0.06% | 268 |
|
|
2025
Q4 | $134M | Sell |
725,360
-111,519
| -13% | -$20.3M | 0.05% | 313 |
|
|
2025
Q3 | $157M | Buy |
836,879
+196,119
| +31% | +$33.9M | 0.06% | 236 |
|
|
2025
Q2 | $103M | Sell |
640,760
-10,104
| -2% | -$1.6M | 0.05% | 264 |
|
|
2025
Q1 | $108M | Sell |
650,864
-171,068
| -21% | -$29.9M | 0.05% | 251 |
|
|
2024
Q4 | $142M | Sell |
821,932
-7,462
| -0.9% | -$1.31M | 0.07% | 218 |
|
|
2024
Q3 | $139M | Buy |
829,394
+33,432
| +4% | +$5.29M | 0.06% | 237 |
|
|
2024
Q2 | $122M | Buy |
795,962
+22,133
| +3% | +$3.26M | 0.04% | 260 |
|
|
2024
Q1 | $121M | Buy |
773,829
+22,691
| +3% | +$3.33M | 0.04% | 262 |
|
|
2023
Q4 | $108M | Buy |
751,138
+51,896
| +7% | +$6.27M | 0.03% | 283 |
|
|
2023
Q3 | $81.7M | Buy |
699,242
+5,511
| +0.8% | +$645K | 0.03% | 300 |
|
|
2023
Q2 | $80.3M | Sell |
693,731
-20,203
| -3% | -$2.2M | 0.03% | 286 |
|
|
2023
Q1 | $80M | Sell |
713,934
-180,708
| -20% | -$21.6M | 0.03% | 282 |
|
|
2022
Q4 | $105M | Buy |
894,642
+130,398
| +17% | +$14.5M | 0.05% | 237 |
|
|
2022
Q3 | $76.2M | Sell |
764,244
-42,419
| -5% | -$4.34M | 0.03% | 272 |
|
|
2022
Q2 | $81.5M | Buy |
806,663
+98,221
| +14% | +$11.3M | 0.04% | 285 |
|
|
2022
Q1 | $95.5M | Sell |
708,442
-720,510
| -50% | -$103M | 0.05% | 278 |
|
|
2021
Q4 | $229M | Sell |
1,428,952
-159,202
| -10% | -$24.3M | 0.12% | 142 |
|
|
2021
Q3 | $213M | Buy |
1,588,154
+286,205
| +22% | +$37.3M | 0.1% | 181 |
|
|
2021
Q2 | $171M | Buy |
1,301,949
+475,878
| +58% | +$59.2M | 0.08% | 204 |
|
|
2021
Q1 | $94.4M | Buy |
826,071
+398,385
| +93% | +$41.6M | 0.06% | 263 |
|
|
2020
Q4 | $35.6M | Buy |
427,686
+93,863
| +28% | +$7.17M | 0.02% | 514 |
|
|
2020
Q3 | $23.4M | Sell |
333,823
-85,434
| -20% | -$5.6M | 0.02% | 538 |
|
|
2020
Q2 | $25.6M | Sell |
419,257
-554,236
| -57% | -$34.8M | 0.02% | 510 |
|
|
2020
Q1 | $42.8M | Buy |
973,493
+604,537
| +164% | +$72.3M | 0.05% | 303 |
|
|
2019
Q4 | $55M | Sell |
368,956
-97,228
| -21% | -$14.6M | 0.04% | 368 |
|
|
2019
Q3 | $72.6M | Sell |
466,184
-67,641
| -13% | -$10.5M | 0.06% | 265 |
|
|
2019
Q2 | $85.3M | Buy |
533,825
+6,740
| +1% | +$1.16M | 0.07% | 236 |
|
|
2019
Q1 | $96M | Buy |
527,085
+54,151
| +11% | +$9.62M | 0.08% | 216 |
|
|
2018
Q4 | $79.4M | Buy |
472,934
+79,336
| +20% | +$14.2M | 0.08% | 228 |
|
|
2018
Q3 | $69.6M | Buy |
393,598
+23,859
| +6% | +$4.22M | 0.05% | 300 |
|
|
2018
Q2 | $62.9M | Sell |
369,739
-60,663
| -14% | -$9.65M | 0.05% | 300 |
|
|
2018
Q1 | $66.4M | Sell |
430,402
-12,145
| -3% | -$1.93M | 0.06% | 299 |
|
|
2017
Q4 | $76M | Buy |
442,547
+124,285
| +39% | +$20.2M | 0.07% | 267 |
|
|
2017
Q3 | $51.2M | Buy |
318,262
+94,514
| +42% | +$15.1M | 0.05% | 333 |
|
|
2017
Q2 | $36.2M | Sell |
223,748
-163,151
| -42% | -$26.6M | 0.03% | 419 |
|
|
2017
Q1 | $66.6M | Sell |
386,899
-150,022
| -28% | -$26.8M | 0.06% | 257 |
|
|
2016
Q4 | $96.5M | Buy |
536,921
+157,858
| +42% | +$29.3M | 0.1% | 178 |
|
|
2016
Q3 | $78.5M | Buy |
379,063
+77,311
| +26% | +$16.8M | 0.09% | 200 |
|
|
2016
Q2 | $65.5M | Buy |
301,752
+169,040
| +127% | +$34.5M | 0.07% | 227 |
|
|
2016
Q1 | $27.6M | Sell |
132,712
-225,565
| -63% | -$43.3M | 0.03% | 399 |
|
|
2015
Q4 | $69.7M | Buy |
358,277
+8,891
| +3% | +$1.72M | 0.08% | 194 |
|
|
2015
Q3 | $64.2M | Sell |
349,386
-280,148
| -45% | -$51.4M | 0.09% | 204 |
|
|
2015
Q2 | $109M | Buy |
629,534
+229,720
| +57% | +$42.2M | 0.13% | 152 |
|
|
2015
Q1 | $78.2M | Buy |
399,814
+262,672
| +192% | +$50.9M | 0.09% | 206 |
|
|
2014
Q4 | $25M | Sell |
137,142
-152,976
| -53% | -$27.1M | 0.03% | 416 |
|
|
2014
Q3 | $47.7M | Buy |
290,118
+186,630
| +180% | +$31.4M | 0.05% | 294 |
|
|
2014
Q2 | $17.2M | Buy |
103,488
+18,509
| +22% | +$3.02M | 0.02% | 548 |
|
|
2014
Q1 | $13.1M | Sell |
84,979
-169,045
| -67% | -$25.2M | 0.02% | 562 |
|
|
2013
Q4 | $36.4M | Buy |
254,024
+163,148
| +180% | +$23.5M | 0.05% | 271 |
|
|
2013
Q3 | $12.7M | Sell |
90,876
-23,291
| -20% | -$3.38M | 0.02% | 457 |
|
|
2013
Q2 | $17M | Buy |
+114,167
| New | +$18.3M | 0.03% | 350 |
|
Other funds holding SPG
Bank of Montreal's SPG Position: Q2 2026 in Review
Bank of Montreal increased its Simon Property Group (SPG) stake by 14% in Q2 2026, buying an estimated $23.5M and bringing the position to 942,135 shares worth $211M. The position accounts for 0.07% of the portfolio, ranked #227.
Bank of Montreal first reported a position in SPG in Q2 2013 and has held it in 53 quarters since. The position peaked at $229M in Q4 2021. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Bank of Montreal held 942,135 shares of Simon Property Group worth $211M as of Q2 2026.
- Bank of Montreal bought 114,210 Simon Property Group shares in Q2 2026, an estimated $23.5M.
- Simon Property Group made up 0.07% of Bank of Montreal's portfolio in Q2 2026, its #227 holding.
- Bank of Montreal first reported a position in Simon Property Group in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Simon Property Group position peaked at $229M in Q4 2021.
- 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.