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

Coldstream Capital 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
Q1 		$1.6M Buy
8,573
+1,197
+16% +$228K 0.02% 349
2025
Q4 		$1.37M Sell
7,376
-921
-11% -$167K 0.02% 376
2025
Q3 		$1.56M Buy
8,297
+1,253
+18% +$216K 0.02% 362
2025
Q2 		$1.13M Buy
7,044
+506
+8% +$79.9K 0.02% 388
2025
Q1 		$1.09M Buy
6,538
+220
+3% +$38.5K 0.02% 366
2024
Q4 		$1.09M Buy
6,318
+204
+3% +$35.8K 0.02% 362
2024
Q3 		$1.04M Buy
6,114
+321
+6% +$50.8K 0.02% 367
2024
Q2 		$879K Buy
5,793
+368
+7% +$54.2K 0.02% 354
2024
Q1 		$849K Buy
5,425
+233
+4% +$34.2K 0.02% 368
2023
Q4 		$741K Buy
5,192
+77
+2% +$9.31K 0.02% 369
2023
Q3 		$553K Sell
5,115
-63
-1% -$7.38K 0.02% 388
2023
Q2 		$598K Sell
5,178
-299
-5% -$32.6K 0.02% 386
2023
Q1 		$613K Sell
5,477
-228
-4% -$27.2K 0.02% 373
2022
Q4 		$670K Buy
+5,705
New +$634K 0.02% 345
2022
Q2 		$388K Buy
4,086
+643
+19% +$73.7K 0.02% 474
2022
Q1 		$453K Sell
3,443
-356
-9% -$50.7K 0.02% 422
2021
Q4 		$607K Buy
+3,799
New +$580K 0.02% 353
2021
Q3 		– Sell
-1,934
Closed -$252K – 526
2021
Q2 		$252K Buy
+1,934
New +$240K 0.01% 435

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coldstream Capital Management's SPG Position: Q1 2026 in Review

Coldstream Capital Management increased its Simon Property Group (SPG) stake by 16% in Q1 2026, buying an estimated $228K and bringing the position to 8,573 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #349.

Coldstream Capital Management first reported a position in SPG in Q2 2021 and has held it in 18 quarters since. 1,306 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Coldstream Capital Management held 8,573 shares of Simon Property Group worth $1.6M as of Q1 2026.
  • Coldstream Capital Management bought 1,197 Simon Property Group shares in Q1 2026, an estimated $228K.
  • Simon Property Group made up 0.02% of Coldstream Capital Management's portfolio in Q1 2026, its #349 holding.
  • Coldstream Capital Management first reported a position in Simon Property Group in Q2 2021 and has held it in 18 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.