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Canopy Partners’s Simon Property Group SPG Stock Holding History

Canopy Partners’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 		$252K Sell
1,126
-238
-17% -$49K 0.08% 202
2026
Q1 		$254K Buy
1,364
+128
+10% +$24.4K 0.09% 191
2025
Q4 		$229K Buy
+1,236
New +$225K 0.07% 201
2025
Q3 		– Sell
-1,301
Closed -$209K – 243
2025
Q2 		$209K Buy
1,301
+7
+0.5% +$1.11K 0.08% 201
2025
Q1 		$215K Buy
1,294
+10
+0.8% +$1.75K 0.08% 188
2024
Q4 		$221K Hold
1,284
– – 0.08% 176
2024
Q3 		$217K Buy
+1,284
New +$203K 0.09% 179

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

Canopy Partners's SPG Position: Q2 2026 in Review

Canopy Partners reduced its Simon Property Group (SPG) stake by 17% in Q2 2026, selling an estimated $49K and leaving 1,126 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #202.

Canopy Partners first reported a position in SPG in Q3 2024 and has held it in 7 quarters since. The position peaked at $254K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Canopy Partners held 1,126 shares of Simon Property Group worth $252K as of Q2 2026.
  • Canopy Partners sold 238 Simon Property Group shares in Q2 2026, an estimated $49K.
  • Simon Property Group made up 0.08% of Canopy Partners's portfolio in Q2 2026, its #202 holding.
  • Canopy Partners first reported a position in Simon Property Group in Q3 2024 and has held it in 7 quarters since.
  • Canopy Partners's Simon Property Group position peaked at $254K in Q1 2026.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.