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Chicago Partners Investment Group’s Simon Property Group SPG Stock Holding History

Chicago Partners 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 		$763K Buy
3,387
+880
+35% +$181K 0.02% 781
2026
Q1 		$506K Buy
2,507
+210
+9% +$40K 0.01% 881
2025
Q4 		$424K Sell
2,297
-97
-4% -$17.6K 0.01% 861
2025
Q3 		$423K Buy
2,394
+715
+43% +$123K 0.01% 792
2025
Q2 		$278K Buy
+1,679
New +$265K 0.01% 879
2015
Q2 		– Sell
-35
Closed -$6K – 484
2015
Q1 		$6K Buy
35
+2
+6% +$388 ﹤0.01% 411
2014
Q4 		$6K Buy
+33
New +$5.85K ﹤0.01% 433

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's SPG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Simon Property Group (SPG) stake by 35% in Q2 2026, buying an estimated $181K and bringing the position to 3,387 shares worth $763K. The position accounts for 0.02% of the portfolio, ranked #781.

Chicago Partners Investment Group first reported a position in SPG in Q4 2014 and has held it in 7 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Chicago Partners Investment Group held 3,387 shares of Simon Property Group worth $763K as of Q2 2026.
  • Chicago Partners Investment Group bought 880 Simon Property Group shares in Q2 2026, an estimated $181K.
  • Simon Property Group made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #781 holding.
  • Chicago Partners Investment Group first reported a position in Simon Property Group in Q4 2014 and has held it in 7 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.