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Cascade Investment Advisors’s Simon Property Group SPG Stock Holding History

Cascade Investment Advisors’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 		$2.22M Sell
9,908
-325
-3% -$66.9K 1.21% 23
2026
Q1 		$1.91M Sell
10,233
-80
-0.8% -$15.3K 1.13% 27
2025
Q4 		$1.91M Sell
10,313
-295
-3% -$53.6K 1.12% 30
2025
Q3 		$1.99M Sell
10,608
-35
-0.3% -$6.04K 1.21% 24
2025
Q2 		$1.71M Sell
10,643
-275
-3% -$43.5K 1.1% 33
2025
Q1 		$1.81M Sell
10,918
-295
-3% -$51.6K 1.23% 27
2024
Q4 		$1.93M Sell
11,213
-40
-0.4% -$7.02K 1.24% 24
2024
Q3 		$1.9M Sell
11,253
-150
-1% -$23.7K 1.21% 29
2024
Q2 		$1.73M Sell
11,403
-325
-3% -$47.9K 1.17% 25
2024
Q1 		$1.84M Sell
11,728
-565
-5% -$82.9K 1.2% 26
2023
Q4 		$1.75M Sell
12,293
-165
-1% -$19.9K 1.25% 24
2023
Q3 		$1.35M Hold
12,458
– – 1.06% 34
2023
Q2 		$1.44M Buy
12,458
+130
+1% +$14.2K 1.07% 36
2023
Q1 		$1.38M Sell
12,328
-55
-0.4% -$6.57K 1.09% 38
2022
Q4 		$1.45M Sell
12,383
-60
-0.5% -$6.67K 1.21% 25
2022
Q3 		$1.36M Buy
12,443
+2,060
+20% +$211K 1.17% 31
2022
Q2 		$986K Buy
10,383
+695
+7% +$79.6K 0.77% 69
2022
Q1 		$1.27M Sell
9,688
-15
-0.2% -$2.14K 0.78% 69
2021
Q4 		$1.55M Buy
9,703
+25
+0.3% +$3.82K 0.91% 44
2021
Q3 		$1.26M Sell
9,678
-50
-0.5% -$6.51K 0.82% 61
2021
Q2 		$1.27M Buy
9,728
+358
+4% +$44.5K 0.8% 66
2021
Q1 		$1.07M Buy
+9,370
New +$977K 0.69% 80

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cascade Investment Advisors's SPG Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Simon Property Group (SPG) stake by 3.2% in Q2 2026, selling an estimated $66.9K and leaving 9,908 shares worth $2.22M. The position accounts for 1.21% of the portfolio, ranked #23.

Cascade Investment Advisors first reported a position in SPG in Q1 2021 and has held it in 22 quarters since. 351 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cascade Investment Advisors held 9,908 shares of Simon Property Group worth $2.22M as of Q2 2026.
  • Cascade Investment Advisors sold 325 Simon Property Group shares in Q2 2026, an estimated $66.9K.
  • Simon Property Group made up 1.21% of Cascade Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Cascade Investment Advisors first reported a position in Simon Property Group in Q1 2021 and has held it in 22 quarters since.
  • 351 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.