Chesapeake Asset Management’s Simon Property Group SPG Stock Holding History

Chesapeake Asset 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	$504K	Hold	7,200	–	–	0.39%	64
2026 Q1	$1.34M	Hold	7,200	–	–	1.07%	19
2025 Q4	$1.33M	Hold	7,200	–	–	1.1%	20
2025 Q3	$1.35M	Hold	7,200	–	–	1.2%	19
2025 Q2	$1.16M	Sell	7,200 -5	-0.1%	-$790	1.04%	23
2025 Q1	$1.2M	Hold	7,205	–	–	1.13%	22
2024 Q4	$1.24M	Hold	7,205	–	–	1.16%	20
2024 Q3	$1.22M	Buy	7,205 +5	+0.1%	+$792	1.06%	24
2024 Q2	$1.09M	Hold	7,200	–	–	1.04%	24
2024 Q1	$1.13M	Hold	7,200	–	–	1.11%	25
2023 Q4	$1.03M	Hold	7,200	–	–	0.92%	32
2023 Q3	$778K	Sell	7,200 -20	-0.3%	-$2.34K	0.75%	37
2023 Q2	$834K	Hold	7,220	–	–	0.75%	37
2023 Q1	$808K	Buy	+7,220	New	+$862K	0.74%	35

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

Chesapeake Asset Management's SPG Position: Q2 2026 in Review

Chesapeake Asset Management held its Simon Property Group (SPG) position steady in Q2 2026 at 7,200 shares worth $504K. The position accounts for 0.39% of the portfolio, ranked #64.

Chesapeake Asset Management first reported a position in SPG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.35M in Q3 2025. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Chesapeake Asset Management held 7,200 shares of Simon Property Group worth $504K as of Q2 2026.
Chesapeake Asset Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.39% of Chesapeake Asset Management's portfolio in Q2 2026, its #64 holding.
Chesapeake Asset Management first reported a position in Simon Property Group in Q1 2023 and has held it in 14 quarters since.
Chesapeake Asset Management's Simon Property Group position peaked at $1.35M in Q3 2025.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.