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Carmel Capital Partners’s Simon Property Group SPG Stock Holding History

Carmel Capital 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 		$519K Sell
2,322
-46
-2% -$9.46K 0.17% 86
2026
Q1 		$442K Sell
2,368
-11
-0.5% -$2.1K 0.16% 89
2025
Q4 		$440K Hold
2,379
– – 0.15% 84
2025
Q3 		$446K Sell
2,379
-1,828
-43% -$316K 0.19% 78
2025
Q2 		$676K Sell
4,207
-2,705
-39% -$427K 0.24% 76
2025
Q1 		$1.15M Sell
6,912
-42
-0.6% -$7.34K 0.45% 55
2024
Q4 		$1.2M Buy
6,954
+55
+0.8% +$9.65K 0.48% 47
2024
Q3 		$1.17M Buy
6,899
+56
+0.8% +$8.87K 0.45% 49
2024
Q2 		$1.04M Sell
6,843
-54
-0.8% -$7.96K 0.44% 49
2024
Q1 		$1.08M Buy
6,897
+178
+3% +$26.1K 0.45% 46
2023
Q4 		$958K Buy
6,719
+228
+4% +$27.6K 0.49% 48
2023
Q3 		$701K Buy
6,491
+969
+18% +$113K 0.31% 67
2023
Q2 		$638K Buy
5,522
+138
+3% +$15K 0.33% 64
2023
Q1 		$603K Sell
5,384
-218
-4% -$26K 0.36% 66
2022
Q4 		$658K Buy
5,602
+161
+3% +$17.9K 0.46% 55
2022
Q3 		$488K Buy
5,441
+2,162
+66% +$221K 0.47% 58
2022
Q2 		$311K Buy
+3,279
New +$376K 0.29% 79

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

Carmel Capital Partners's SPG Position: Q2 2026 in Review

Carmel Capital Partners reduced its Simon Property Group (SPG) stake by 1.9% in Q2 2026, selling an estimated $9.46K and leaving 2,322 shares worth $519K. The position accounts for 0.17% of the portfolio, ranked #86.

Carmel Capital Partners first reported a position in SPG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.2M in Q4 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Carmel Capital Partners held 2,322 shares of Simon Property Group worth $519K as of Q2 2026.
  • Carmel Capital Partners sold 46 Simon Property Group shares in Q2 2026, an estimated $9.46K.
  • Simon Property Group made up 0.17% of Carmel Capital Partners's portfolio in Q2 2026, its #86 holding.
  • Carmel Capital Partners first reported a position in Simon Property Group in Q2 2022 and has held it in 17 quarters since.
  • Carmel Capital Partners's Simon Property Group position peaked at $1.2M in Q4 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.