Catalyst Funds Management’s Simon Property Group SPG Stock Holding History

Catalyst Funds Management’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	–	Sell	-1,338	Closed	-$250K	–	873
2026 Q1	$250K	Buy	+1,338	New	+$255K	0.04%	408
2025 Q1	–	Sell	-4,000	Closed	-$689K	–	577
2024 Q4	$689K	Sell	4,000 -5,600	-58%	-$983K	0.17%	124
2024 Q3	$1.62M	Buy	9,600 +9,000	+1,500%	+$1.42M	0.36%	48
2024 Q2	$91.1K	Sell	600 -500	-45%	-$73.7K	0.02%	309
2024 Q1	$172K	Buy	+1,100	New	+$161K	0.05%	288

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Catalyst Funds Management's SPG Position: Q2 2026 in Review

Catalyst Funds Management sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 1,338 shares — an estimated $250K sold.

Catalyst Funds Management first reported a position in SPG in Q1 2024 and held it in 5 quarters. The position peaked at $1.62M in Q3 2024. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Catalyst Funds Management reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
Catalyst Funds Management sold 1,338 Simon Property Group shares in Q2 2026, an estimated $250K.
Catalyst Funds Management first reported a position in Simon Property Group in Q1 2024 and held it in 5 quarters.
Catalyst Funds Management's Simon Property Group position peaked at $1.62M in Q3 2024.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.