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

Cascade Investment 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 		$2.8M Sell
12,527
-98
-0.8% -$20.2K 1.57% 8
2026
Q1 		$2.35M Sell
12,625
-471
-4% -$89.8K 1.55% 9
2025
Q4 		$2.42M Sell
13,096
-507
-4% -$92.1K 1.62% 9
2025
Q3 		$2.55M Sell
13,603
-63
-0.5% -$10.9K 1.69% 9
2025
Q2 		$2.2M Sell
13,666
-80
-0.6% -$12.6K 1.53% 12
2025
Q1 		$2.28M Sell
13,746
-75
-0.5% -$13.1K 1.76% 12
2024
Q4 		$2.38M Sell
13,821
-250
-2% -$43.9K 1.7% 9
2024
Q3 		$2.38M Hold
14,071
– – 1.74% 12
2024
Q2 		$2.14M Sell
14,071
-200
-1% -$29.5K 1.67% 13
2024
Q1 		$2.23M Sell
14,271
-430
-3% -$63.1K 1.67% 11
2023
Q4 		$2.1M Buy
14,701
+80
+0.5% +$9.67K 1.69% 11
2023
Q3 		$1.58M Sell
14,621
-225
-2% -$26.4K 1.49% 17
2023
Q2 		$1.71M Sell
14,846
-94
-0.6% -$10.2K 1.57% 16
2023
Q1 		$1.67M Sell
14,940
-225
-1% -$26.9K 1.65% 13
2022
Q4 		$1.78M Buy
+15,165
New +$1.69M 1.85% 11

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

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

Cascade Investment Group reduced its Simon Property Group (SPG) stake by 0.78% in Q2 2026, selling an estimated $20.2K and leaving 12,527 shares worth $2.8M. The position accounts for 1.57% of the portfolio, ranked #8.

Cascade Investment Group first reported a position in SPG in Q4 2022 and has held it in 15 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cascade Investment Group held 12,527 shares of Simon Property Group worth $2.8M as of Q2 2026.
  • Cascade Investment Group sold 98 Simon Property Group shares in Q2 2026, an estimated $20.2K.
  • Simon Property Group made up 1.57% of Cascade Investment Group's portfolio in Q2 2026, its #8 holding.
  • Cascade Investment Group first reported a position in Simon Property Group in Q4 2022 and has held it in 15 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.