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Chesley Taft & Associates’s Simon Property Group SPG Stock Holding History

Chesley Taft & Associates’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 		$1.09M Buy
4,865
+275
+6% +$56.6K 0.04% 217
2026
Q1 		$856K Buy
+4,590
New +$875K 0.04% 228
2017
Q1 		– Sell
-6,405
Closed -$1.14M – 278
2016
Q4 		$1.14M Buy
6,405
+115
+2% +$21.4K 0.11% 150
2016
Q3 		$1.3M Sell
6,290
-10
-0.2% -$2.17K 0.13% 125
2016
Q2 		$1.37M Buy
6,300
+150
+2% +$30.6K 0.14% 126
2016
Q1 		$1.28M Buy
6,150
+91
+2% +$17.5K 0.13% 127
2015
Q4 		$1.18M Sell
6,059
-16
-0.3% -$3.1K 0.12% 130
2015
Q3 		$1.12M Buy
6,075
+200
+3% +$36.7K 0.12% 128
2015
Q2 		$1.02M Sell
5,875
-40
-0.7% -$7.35K 0.1% 136
2015
Q1 		$1.16M Buy
5,915
+75
+1% +$14.5K 0.12% 125
2014
Q4 		$1.06M Buy
5,840
+175
+3% +$31K 0.11% 136
2014
Q3 		$931K Buy
5,665
+125
+2% +$21K 0.1% 142
2014
Q2 		$921K Sell
5,540
-275
-5% -$44.9K 0.1% 145
2014
Q1 		$897K Buy
5,815
+54
+0.9% +$8.04K 0.1% 148
2013
Q4 		$825K Buy
5,761
+79
+1% +$11.4K 0.08% 173
2013
Q3 		$792K Sell
5,682
-26
-0.5% -$3.77K 0.09% 168
2013
Q2 		$848K Buy
+5,708
New +$915K 0.1% 161

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Chesley Taft & Associates's SPG Position: Q2 2026 in Review

Chesley Taft & Associates increased its Simon Property Group (SPG) stake by 6% in Q2 2026, buying an estimated $56.6K and bringing the position to 4,865 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #217.

Chesley Taft & Associates first reported a position in SPG in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.37M in Q2 2016. 192 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Chesley Taft & Associates held 4,865 shares of Simon Property Group worth $1.09M as of Q2 2026.
  • Chesley Taft & Associates bought 275 Simon Property Group shares in Q2 2026, an estimated $56.6K.
  • Simon Property Group made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #217 holding.
  • Chesley Taft & Associates first reported a position in Simon Property Group in Q2 2013 and has held it in 17 quarters since.
  • Chesley Taft & Associates's Simon Property Group position peaked at $1.37M in Q2 2016.
  • 192 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.