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Camelot Portfolios’s Simon Property Group SPG Stock Holding History

Camelot Portfolios’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
Q1 		– Sell
-288
Closed -$53.4K – 486
2025
Q4 		$53.4K Buy
+288
New +$52.3K 0.03% 306
2024
Q3 		– Sell
-2,515
Closed -$382K – 496
2024
Q2 		$382K Buy
2,515
+830
+49% +$122K 0.22% 108
2024
Q1 		$264K Sell
1,685
-1,202
-42% -$176K 0.26% 103
2023
Q4 		$412K Buy
2,887
+865
+43% +$105K 0.24% 112
2023
Q3 		$218K Sell
2,022
-936
-32% -$110K 0.21% 117
2023
Q2 		$342K Sell
2,958
-97
-3% -$10.6K 0.21% 125
2023
Q1 		$342K Sell
3,055
-168
-5% -$20.1K 0.24% 121
2022
Q4 		$379K Buy
3,223
+474
+17% +$52.7K 0.28% 110
2022
Q3 		$247K Sell
2,749
-355
-11% -$36.3K 0.23% 117
2022
Q2 		$295K Buy
3,104
+614
+25% +$70.4K 0.18% 163
2022
Q1 		$328K Sell
2,490
-917
-27% -$131K 0.16% 161
2021
Q4 		$544K Buy
3,407
+799
+31% +$122K 0.22% 144
2021
Q3 		$339K Sell
2,608
-1,269
-33% -$165K 0.17% 155
2021
Q2 		$506K Sell
3,877
-381
-9% -$47.4K 0.2% 135
2021
Q1 		$484K Buy
4,258
+386
+10% +$40.3K 0.2% 137
2020
Q4 		$330K Sell
3,872
-462
-11% -$35.3K 0.17% 148
2020
Q3 		$280K Buy
4,334
+119
+3% +$7.8K 0.18% 148
2020
Q2 		$288K Sell
4,215
-175
-4% -$11K 0.19% 140
2020
Q1 		$241K Buy
+4,390
New +$525K 0.13% 165

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Camelot Portfolios's SPG Position: Q1 2026 in Review

Camelot Portfolios sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 288 shares — an estimated $53.4K sold.

Camelot Portfolios first reported a position in SPG in Q1 2020 and held it in 19 quarters. The position peaked at $544K in Q4 2021. 1,312 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Camelot Portfolios reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 288 Simon Property Group shares in Q1 2026, an estimated $53.4K.
  • Camelot Portfolios first reported a position in Simon Property Group in Q1 2020 and held it in 19 quarters.
  • Camelot Portfolios's Simon Property Group position peaked at $544K in Q4 2021.
  • 1,312 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.