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Cary Street Partners’s Simon Property Group SPG Stock Holding History

Cary Street 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 		$1.96M Sell
8,743
-718
-8% -$148K 0.04% 366
2026
Q1 		$1.76M Sell
9,461
-1,381
-13% -$263K 0.04% 344
2025
Q4 		$2.01M Sell
10,842
-495
-4% -$89.9K 0.05% 326
2025
Q3 		$2.13M Sell
11,337
-120
-1% -$20.7K 0.06% 311
2025
Q2 		$1.84M Buy
+11,457
New +$1.81M 0.05% 319

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

Cary Street Partners's SPG Position: Q2 2026 in Review

Cary Street Partners reduced its Simon Property Group (SPG) stake by 7.6% in Q2 2026, selling an estimated $148K and leaving 8,743 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #366.

Cary Street Partners first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.13M in Q3 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cary Street Partners held 8,743 shares of Simon Property Group worth $1.96M as of Q2 2026.
  • Cary Street Partners sold 718 Simon Property Group shares in Q2 2026, an estimated $148K.
  • Simon Property Group made up 0.04% of Cary Street Partners's portfolio in Q2 2026, its #366 holding.
  • Cary Street Partners first reported a position in Simon Property Group in Q2 2025 and has held it in 5 quarters since.
  • Cary Street Partners's Simon Property Group position peaked at $2.13M in Q3 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.