Bank of Montreal’s Simon Property Group SPG Stock Holding History

Bank of Montreal’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	$3.64M	Buy	+19,500	New	+$3.72M	﹤0.01%	1432
2025 Q2	–	Sell	-2,700	Closed	-$448K	–	3717
2025 Q1	$448K	Hold	2,700	–	–	﹤0.01%	2268
2024 Q4	$465K	Hold	2,700	–	–	﹤0.01%	2273
2024 Q3	$453K	Buy	+2,700	New	+$427K	﹤0.01%	2489
2021 Q1	–	Sell	-100,000	Closed	-$8.31M	–	5321
2020 Q4	$8.31M	Buy	+100,000	New	+$7.64M	0.01%	1119
2013 Q4	–	Sell	-19,666	Closed	-$2.74M	–	3912
2013 Q3	$2.74M	Buy	+19,666	New	+$2.86M	﹤0.01%	1018

Other funds holding SPG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal's SPG Position: Q1 2026 in Review

Bank of Montreal increased its Simon Property Group (SPG) stake by 14% in Q1 2026, buying an estimated $19.6M and bringing the position to 827,925 shares worth $154M. The position accounts for 0.06% of the portfolio, ranked #268.

Bank of Montreal first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. The position peaked at $229M in Q4 2021. 1,305 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Bank of Montreal held 827,925 shares of Simon Property Group worth $154M as of Q1 2026.
Bank of Montreal bought 102,565 Simon Property Group shares in Q1 2026, an estimated $19.6M.
Simon Property Group made up 0.06% of Bank of Montreal's portfolio in Q1 2026, its #268 holding.
Bank of Montreal first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Simon Property Group position peaked at $229M in Q4 2021.
1,305 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.