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Caprock Group’s Simon Property Group SPG Stock Holding History

Caprock Group’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 		$3.26M Buy
14,559
+1,432
+11% +$295K 0.06% 262
2026
Q1 		$2.45M Sell
13,127
-3,179
-19% -$606K 0.06% 287
2025
Q4 		$3.02M Buy
16,306
+1,435
+10% +$261K 0.06% 267
2025
Q3 		$2.69M Buy
+14,871
New +$2.57M 0.07% 271
2025
Q1 		$2.51M Sell
15,097
-1,943
-11% -$340K 0.08% 233
2024
Q4 		$2.93M Buy
17,040
+1,375
+9% +$241K 0.1% 183
2024
Q3 		$2.65M Buy
15,665
+10,575
+208% +$1.67M 0.1% 182
2024
Q2 		$773K Buy
5,090
+1,391
+38% +$205K 0.03% 430
2024
Q1 		$579K Buy
3,699
+135
+4% +$19.8K 0.03% 364
2023
Q4 		$508K Buy
3,564
+369
+12% +$44.6K 0.03% 386
2023
Q3 		$345K Buy
3,195
+187
+6% +$21.9K 0.03% 457
2023
Q2 		$347K Sell
3,008
-689
-19% -$75K 0.03% 461
2023
Q1 		$414K Buy
3,697
+892
+32% +$107K 0.03% 406
2022
Q4 		$330K Buy
2,805
+261
+10% +$29K 0.03% 379
2022
Q3 		$228K Buy
+2,544
New +$260K 0.02% 481
2022
Q2 		– Sell
-2,918
Closed -$384K – 626
2022
Q1 		$384K Buy
2,918
+30
+1% +$4.27K 0.04% 351
2021
Q4 		$461K Buy
2,888
+1,001
+53% +$153K 0.04% 310
2021
Q3 		$245K Buy
1,887
+136
+8% +$17.7K 0.02% 444
2021
Q2 		$228K Buy
+1,751
New +$218K 0.02% 463
2016
Q4 		– Sell
-6,235
Closed -$1.29M – 387
2016
Q3 		$1.29M Sell
6,235
-237
-4% -$51.4K 0.29% 83
2016
Q2 		$1.4M Sell
6,472
-567
-8% -$116K 0.34% 74
2016
Q1 		$1.46M Buy
+7,039
New +$1.35M 0.35% 65

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

Caprock Group's SPG Position: Q2 2026 in Review

Caprock Group increased its Simon Property Group (SPG) stake by 11% in Q2 2026, buying an estimated $295K and bringing the position to 14,559 shares worth $3.26M. The position accounts for 0.06% of the portfolio, ranked #262.

Caprock Group first reported a position in SPG in Q1 2016 and has held it in 22 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Caprock Group held 14,559 shares of Simon Property Group worth $3.26M as of Q2 2026.
  • Caprock Group bought 1,432 Simon Property Group shares in Q2 2026, an estimated $295K.
  • Simon Property Group made up 0.06% of Caprock Group's portfolio in Q2 2026, its #262 holding.
  • Caprock Group first reported a position in Simon Property Group in Q1 2016 and has held it in 22 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.