Clark Capital Management Group’s Simon Property Group SPG Stock Holding History

Clark Capital Management 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 Q1	$47.3M	Buy	253,579 +4,321	+2%	+$824K	0.29%	111
2025 Q4	$46.1M	Buy	249,258 +2,226	+0.9%	+$404K	0.28%	120
2025 Q3	$46.4M	Buy	247,032 +4,177	+2%	+$721K	0.29%	122
2025 Q2	$39M	Buy	242,855 +5,801	+2%	+$917K	0.27%	125
2025 Q1	$39.4M	Buy	+237,054	New	+$41.4M	0.28%	117
2020 Q1	–	Sell	-72,522	Closed	-$10.8M	–	323
2019 Q4	$10.8M	Sell	72,522 -51,853	-42%	-$7.77M	0.23%	121
2019 Q3	$19.4M	Buy	124,375 +3,998	+3%	+$622K	0.44%	96
2019 Q2	$19.2M	Sell	120,377 -29,318	-20%	-$5.05M	0.41%	94
2019 Q1	$27.3M	Buy	149,695 +3,643	+2%	+$648K	0.65%	58
2018 Q4	$24.5M	Buy	146,052 +99,997	+217%	+$17.9M	0.66%	60
2018 Q3	$8.14M	Buy	+46,055	New	+$8.15M	0.21%	110
2016 Q4	–	Sell	-33,372	Closed	-$6.91M	–	331
2016 Q3	$6.91M	Buy	+33,372	New	+$7.24M	0.4%	84
2016 Q1	–	Sell	-1,601	Closed	-$311K	–	351
2015 Q4	$311K	Sell	1,601 -31,942	-95%	-$6.19M	0.03%	259
2015 Q3	$6.16M	Buy	33,543 +10,313	+44%	+$1.89M	0.55%	56
2015 Q2	$4.02M	Sell	23,230 -16,830	-42%	-$3.09M	0.37%	83
2015 Q1	$7.84M	Buy	40,060 +1,670	+4%	+$324K	0.71%	47
2014 Q4	$6.99M	Buy	38,390 +17,098	+80%	+$3.03M	0.64%	57
2014 Q3	$3.5M	Sell	21,292 -13,998	-40%	-$2.36M	0.3%	75
2014 Q2	$5.87M	Buy	+35,290	New	+$5.76M	0.49%	57

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clark Capital Management Group's SPG Position: Q1 2026 in Review

Clark Capital Management Group increased its Simon Property Group (SPG) stake by 1.7% in Q1 2026, buying an estimated $824K and bringing the position to 253,579 shares worth $47.3M. The position accounts for 0.29% of the portfolio, ranked #111.

Clark Capital Management Group first reported a position in SPG in Q2 2014 and has held it in 19 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Clark Capital Management Group held 253,579 shares of Simon Property Group worth $47.3M as of Q1 2026.
Clark Capital Management Group bought 4,321 Simon Property Group shares in Q1 2026, an estimated $824K.
Simon Property Group made up 0.29% of Clark Capital Management Group's portfolio in Q1 2026, its #111 holding.
Clark Capital Management Group first reported a position in Simon Property Group in Q2 2014 and has held it in 19 quarters since.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.