CCM Investment Advisers’s Simon Property Group SPG Stock Holding History

CCM Investment Advisers’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	$2.71M	Hold	12,120	–	–	0.21%	63
2026 Q1	$2.26M	Hold	12,120	–	–	0.22%	64
2025 Q4	$2.24M	Sell	12,120 -60	-0.5%	-$10.9K	0.21%	59
2025 Q3	$2.29M	Sell	12,180 -275	-2%	-$47.5K	0.23%	59
2025 Q2	$2M	Sell	12,455 -35	-0.3%	-$5.53K	0.22%	56
2025 Q1	$2.07M	Sell	12,490 -935	-7%	-$163K	0.25%	54
2024 Q4	$2.31M	Sell	13,425 -15	-0.1%	-$2.63K	0.26%	57
2024 Q3	$2.27M	Hold	13,440	–	–	0.25%	58
2024 Q2	$2.04M	Hold	13,440	–	–	0.24%	57
2024 Q1	$2.1M	Sell	13,440 -745	-5%	-$109K	0.25%	57
2023 Q4	$2.02M	Buy	+14,185	New	+$1.71M	0.25%	60
2017 Q3	–	Sell	-5,000	Closed	-$808K	–	95
2017 Q2	$808K	Sell	5,000 -1,000	-17%	-$163K	0.16%	63
2017 Q1	$1.03M	Hold	6,000	–	–	0.21%	64
2016 Q4	$1.07M	Hold	6,000	–	–	0.22%	66
2016 Q3	$1.24M	Hold	6,000	–	–	0.26%	61
2016 Q2	$1.3M	Hold	6,000	–	–	0.12%	85
2016 Q1	$1.25M	Hold	6,000	–	–	0.12%	64
2015 Q4	$1.17M	Buy	6,000 +3,000	+100%	+$581K	0.11%	62
2015 Q3	$551K	Hold	3,000	–	–	0.05%	75
2015 Q2	$519K	Sell	3,000 -3,000	-50%	-$551K	0.05%	93
2015 Q1	$1.17M	Buy	6,000 +2,000	+50%	+$388K	0.11%	77
2014 Q4	$728K	Hold	4,000	–	–	0.07%	79
2014 Q3	$657K	Hold	4,000	–	–	0.06%	80
2014 Q2	$665K	Sell	4,000 -1,315	-25%	-$215K	0.06%	79
2014 Q1	$820K	Hold	5,315	–	–	0.08%	83
2013 Q4	$760K	Hold	5,315	–	–	0.07%	87
2013 Q3	$741K	Hold	5,315	–	–	0.07%	97
2013 Q2	$789K	Buy	+5,315	New	+$852K	0.08%	95

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 $3.37T AUM 44.26% 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

CCM Investment Advisers's SPG Position: Q2 2026 in Review

CCM Investment Advisers held its Simon Property Group (SPG) position steady in Q2 2026 at 12,120 shares worth $2.71M. The position accounts for 0.21% of the portfolio, ranked #63.

CCM Investment Advisers first reported a position in SPG in Q2 2013 and has held it in 28 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

CCM Investment Advisers held 12,120 shares of Simon Property Group worth $2.71M as of Q2 2026.
CCM Investment Advisers left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.21% of CCM Investment Advisers's portfolio in Q2 2026, its #63 holding.
CCM Investment Advisers first reported a position in Simon Property Group in Q2 2013 and has held it in 28 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.