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Callan Family Office’s Simon Property Group SPG Stock Holding History

Callan Family Office’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 		$2.56M Buy
11,434
+246
+2% +$50.6K 0.05% 326
2026
Q1 		$2.09M Sell
11,188
-116
-1% -$22.1K 0.05% 343
2025
Q4 		$2.09M Buy
11,304
+6,142
+119% +$1.12M 0.05% 342
2025
Q3 		$969K Sell
5,162
-1,109
-18% -$191K 0.03% 382
2025
Q2 		$1.01M Buy
6,271
+4,299
+218% +$679K 0.03% 402
2025
Q1 		$328K Sell
1,972
-1,933
-50% -$338K 0.02% 404
2024
Q4 		$672K Buy
3,905
+2,302
+144% +$404K 0.04% 313
2024
Q3 		$271K Sell
1,603
-40
-2% -$6.33K 0.05% 151
2024
Q2 		$249K Buy
+1,643
New +$242K 0.05% 135

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

Callan Family Office's SPG Position: Q2 2026 in Review

Callan Family Office increased its Simon Property Group (SPG) stake by 2.2% in Q2 2026, buying an estimated $50.6K and bringing the position to 11,434 shares worth $2.56M. The position accounts for 0.05% of the portfolio, ranked #326.

Callan Family Office first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Callan Family Office held 11,434 shares of Simon Property Group worth $2.56M as of Q2 2026.
  • Callan Family Office bought 246 Simon Property Group shares in Q2 2026, an estimated $50.6K.
  • Simon Property Group made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #326 holding.
  • Callan Family Office first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.