Clifford Swan Investment Counsel’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
Other funds holding SPG
Clifford Swan Investment Counsel's SPG Position: Q2 2026 in Review
Clifford Swan Investment Counsel opened a new position in Simon Property Group (SPG) in Q2 2026: 954 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Clifford Swan Investment Counsel previously reported a position in SPG as recently as Q3 2021.
Clifford Swan Investment Counsel first reported a position in SPG in Q1 2021 and has held it in 3 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Clifford Swan Investment Counsel held 954 shares of Simon Property Group worth $213K as of Q2 2026.
- Simon Property Group was a new Clifford Swan Investment Counsel position in Q2 2026.
- Simon Property Group made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #330 holding.
- Clifford Swan Investment Counsel first reported a position in Simon Property Group in Q1 2021 and has held it in 3 quarters since.
- 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.