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

Cidel 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	$306K	Hold	1,370	–	–	0.01%	356
2026 Q1	$256K	Buy	1,370 +201	+17%	+$38.3K	0.01%	363
2025 Q4	$216K	Hold	1,169	–	–	0.02%	341
2025 Q3	$219K	Buy	+1,169	New	+$202K	0.01%	329
2025 Q2	–	Sell	-1,255	Closed	-$208K	–	367
2025 Q1	$208K	Hold	1,255	–	–	0.01%	320
2024 Q4	$216K	Sell	1,255 -84	-6%	-$14.7K	0.01%	311
2024 Q3	$226K	Sell	1,339 -109	-8%	-$17.3K	0.02%	308
2024 Q2	$220K	Sell	1,448 -84	-5%	-$12.4K	0.02%	291
2024 Q1	$240K	Sell	1,532 -68	-4%	-$9.97K	0.02%	283
2023 Q4	$228K	Buy	+1,600	New	+$193K	0.01%	287

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

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

Cidel Asset Management held its Simon Property Group (SPG) position steady in Q2 2026 at 1,370 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #356.

Cidel Asset Management first reported a position in SPG in Q4 2023 and has held it in 10 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Cidel Asset Management held 1,370 shares of Simon Property Group worth $306K as of Q2 2026.
Cidel Asset Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.01% of Cidel Asset Management's portfolio in Q2 2026, its #356 holding.
Cidel Asset Management first reported a position in Simon Property Group in Q4 2023 and has held it in 10 quarters since.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.