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Brown, Lisle/Cummings’s Simon Property Group SPG Stock Holding History

Brown, Lisle/Cummings’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 		$558K Sell
2,494
-207
-8% -$42.6K 0.13% 155
2026
Q1 		$504K Buy
2,701
+38
+1% +$7.25K 0.13% 148
2025
Q4 		$493K Buy
2,663
+130
+5% +$23.6K 0.12% 152
2025
Q3 		$475K Sell
2,533
-95
-4% -$16.4K 0.12% 154
2025
Q2 		$422K Hold
2,628
– – 0.11% 160
2025
Q1 		$436K Hold
2,628
– – 0.13% 152
2024
Q4 		$453K Buy
2,628
+300
+13% +$52.7K 0.14% 150
2024
Q3 		$393K Sell
2,328
-77
-3% -$12.2K 0.12% 155
2024
Q2 		$365K Sell
2,405
-310
-11% -$45.7K 0.12% 160
2024
Q1 		$425K Sell
2,715
-200
-7% -$29.3K 0.14% 144
2023
Q4 		$416K Buy
2,915
+450
+18% +$54.4K 0.15% 135
2023
Q3 		$266K Sell
2,465
-1,700
-41% -$199K 0.12% 155
2023
Q2 		$481K Buy
4,165
+600
+17% +$65.4K 0.22% 109
2023
Q1 		$399K Sell
3,565
-95
-3% -$11.3K 0.2% 115
2022
Q4 		$430K Hold
3,660
– – 0.23% 107
2022
Q3 		$328K Hold
3,660
– – 0.19% 110
2022
Q2 		$347K Buy
3,660
+50
+1% +$5.73K 0.19% 114
2022
Q1 		$475K Hold
3,610
– – 0.23% 99
2021
Q4 		$577K Buy
+3,610
New +$551K 0.29% 81

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

Brown, Lisle/Cummings's SPG Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Simon Property Group (SPG) stake by 7.7% in Q2 2026, selling an estimated $42.6K and leaving 2,494 shares worth $558K. The position accounts for 0.13% of the portfolio, ranked #155.

Brown, Lisle/Cummings first reported a position in SPG in Q4 2021 and has held it in 19 quarters since. The position peaked at $577K in Q4 2021. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Brown, Lisle/Cummings held 2,494 shares of Simon Property Group worth $558K as of Q2 2026.
  • Brown, Lisle/Cummings sold 207 Simon Property Group shares in Q2 2026, an estimated $42.6K.
  • Simon Property Group made up 0.13% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #155 holding.
  • Brown, Lisle/Cummings first reported a position in Simon Property Group in Q4 2021 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's Simon Property Group position peaked at $577K in Q4 2021.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.