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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
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 -$1.31M – 401
2020
Q1 		$1.31M 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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Brookstone Capital Management's SPG Position: Q2 2026 in Review

Brookstone Capital Management increased its Simon Property Group (SPG) stake by 2.1% in Q2 2026, buying an estimated $102K and bringing the position to 24,049 shares worth $5.38M. The position accounts for 0.05% of the portfolio, ranked #313.

Brookstone Capital Management first reported a position in SPG in Q2 2015 and has held it in 27 quarters since. 196 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Brookstone Capital Management held 24,049 shares of Simon Property Group worth $5.38M as of Q2 2026.
  • Brookstone Capital Management bought 494 Simon Property Group shares in Q2 2026, an estimated $102K.
  • Simon Property Group made up 0.05% of Brookstone Capital Management's portfolio in Q2 2026, its #313 holding.
  • Brookstone Capital Management first reported a position in Simon Property Group in Q2 2015 and has held it in 27 quarters since.
  • 196 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.