Caldwell Sutter Capital’s Simon Property Group SPG Stock Holding History

Caldwell Sutter Capital’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	$149K	Buy	667 +21	+3%	+$4.32K	0.06%	253
2026 Q1	$120K	Buy	646 +20	+3%	+$3.81K	0.05%	270
2025 Q4	$116K	Buy	626 +53	+9%	+$9.63K	0.05%	270
2025 Q3	$108K	Sell	573 -15	-3%	-$2.59K	0.05%	277
2025 Q2	$94.5K	Buy	588 +34	+6%	+$5.37K	0.04%	288
2025 Q1	$92K	Buy	554 +7	+1%	+$1.22K	0.04%	285
2024 Q4	$94.2K	Buy	547 +10	+2%	+$1.75K	0.04%	281
2024 Q3	$90.8K	Buy	537 +46	+9%	+$7.28K	0.04%	289
2024 Q2	$74.5K	Hold	491	–	–	0.04%	300
2024 Q1	$76.8K	Hold	491	–	–	0.04%	304
2023 Q4	$70K	Hold	491	–	–	0.04%	307
2023 Q3	$53K	Buy	491 +135	+38%	+$15.8K	0.03%	311
2023 Q2	$41.1K	Buy	356 +49	+16%	+$5.34K	0.02%	349
2023 Q1	$34.4K	Buy	+307	New	+$36.7K	0.03%	285

Other funds holding SPG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Sutter Capital's SPG Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Simon Property Group (SPG) stake by 3.3% in Q2 2026, buying an estimated $4.32K and bringing the position to 667 shares worth $149K. The position accounts for 0.06% of the portfolio, ranked #253.

Caldwell Sutter Capital first reported a position in SPG in Q1 2023 and has held it in 14 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Caldwell Sutter Capital held 667 shares of Simon Property Group worth $149K as of Q2 2026.
Caldwell Sutter Capital bought 21 Simon Property Group shares in Q2 2026, an estimated $4.32K.
Simon Property Group made up 0.06% of Caldwell Sutter Capital's portfolio in Q2 2026, its #253 holding.
Caldwell Sutter Capital first reported a position in Simon Property Group in Q1 2023 and has held it in 14 quarters since.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.