Brookstone Capital Management
SPG icon

Brookstone Capital Management’s Simon Property Group SPG Stock Holding History

Brookstone Capital 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
Q3 		$5.48M Buy
27,305
+3,256
+14% +$709K 0.05% 320
2026
Q2 		$5.38M Buy
24,049
+494
+2% +$102K 0.05% 313
2026
Q1 		$4.39M Sell
23,555
-176
-0.7% -$33.6K 0.05% 346
2025
Q4 		$4.39M Buy
23,731
+108
+0.5% +$19.6K 0.05% 332
2025
Q3 		$4.43M Buy
23,623
+1,189
+5% +$205K 0.05% 320
2025
Q2 		$3.61M Sell
22,434
-1,781
-7% -$281K 0.05% 327
2025
Q1 		$4.02M Buy
24,215
+2,487
+11% +$435K 0.06% 300
2024
Q4 		$3.74M Buy
21,728
+558
+3% +$97.9K 0.05% 287
2024
Q3 		$3.58M Buy
21,170
+1,678
+9% +$266K 0.05% 295
2024
Q2 		$3.02M Buy
19,492
+5,501
+39% +$810K 0.05% 305
2024
Q1 		$2.19M Buy
13,991
+1,230
+10% +$180K 0.04% 340
2023
Q4 		$1.82M Buy
12,761
+483
+4% +$58.4K 0.04% 345
2023
Q3 		$1.31M Sell
12,278
-655
-5% -$76.7K 0.03% 382
2023
Q2 		$1.53M Buy
12,933
+743
+6% +$80.9K 0.03% 363
2023
Q1 		$1.36M Sell
12,190
-613
-5% -$73.2K 0.03% 391
2022
Q4 		$1.52M Sell
12,803
-30
-0.2% -$3.33K 0.03% 352
2022
Q3 		$1.2M Buy
12,833
+449
+4% +$45.9K 0.03% 363
2022
Q2 		$1.21M Buy
12,384
+605
+5% +$69.3K 0.03% 372
2022
Q1 		$1.49M Sell
11,779
-5,589
-32% -$796K 0.03% 328
2021
Q4 		$2.8M Buy
17,368
+5,428
+45% +$828K 0.05% 222
2021
Q3 		$1.64M Buy
11,940
+1,511
+14% +$197K 0.03% 291
2021
Q2 		$1.32M Sell
10,429
-1,392
-12% -$173K 0.02% 318
2021
Q1 		$1.34M Buy
11,821
+562
+5% +$58.6K 0.05% 220
2020
Q4 		$960K Sell
11,259
-15,791
-58% -$1.21M 0.04% 234
2020
Q3 		$1.75M Buy
+27,050
New +$1.77M 0.08% 161
2020
Q2 		– Sell
-23,975
Closed -$1.32M – 401
2020
Q1 		$1.32M Buy
+23,975
New +$2.87M 0.08% 146
2015
Q4 		– Sell
-208
Closed -$38K – 769
2015
Q3 		$38K Sell
208
-87
-29% -$16K 0.01% 505
2015
Q2 		$51K Buy
+295
New +$54.2K 0.01% 477

Other funds holding SPG

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Brookstone Capital Management's SPG Position: Q3 2026 in Review

Brookstone Capital Management increased its Simon Property Group (SPG) stake by 14% in Q3 2026, buying an estimated $709K and bringing the position to 27,305 shares worth $5.48M. The position accounts for 0.05% of the portfolio, ranked #320.

Brookstone Capital Management first reported a position in SPG in Q2 2015 and has held it in 28 quarters since. 331 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Brookstone Capital Management held 27,305 shares of Simon Property Group worth $5.48M as of Q3 2026.
  • Brookstone Capital Management bought 3,256 Simon Property Group shares in Q3 2026, an estimated $709K.
  • Simon Property Group made up 0.05% of Brookstone Capital Management's portfolio in Q3 2026, its #320 holding.
  • Brookstone Capital Management first reported a position in Simon Property Group in Q2 2015 and has held it in 28 quarters since.
  • 331 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.