CoreCap Advisors
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CoreCap Advisors’s Simon Property Group SPG Stock Holding History

CoreCap Advisors’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
Q3 		$171K Buy
850
+193
+29% +$42K ﹤0.01% 906
2026
Q2 		$147K Sell
657
-26
-4% -$5.35K ﹤0.01% 972
2026
Q1 		$128K Buy
683
+9
+1% +$1.72K ﹤0.01% 952
2025
Q4 		$125K Sell
674
-30
-4% -$5.45K ﹤0.01% 948
2025
Q3 		$132K Buy
704
+25
+4% +$4.32K ﹤0.01% 944
2025
Q2 		$109K Sell
679
-171
-20% -$27K ﹤0.01% 951
2025
Q1 		$141K Sell
850
-56
-6% -$9.8K 0.01% 780
2024
Q4 		$156K Buy
906
+205
+29% +$36K 0.01% 774
2024
Q3 		$119K Buy
+701
New +$111K 0.01% 843
2024
Q2 		– Sell
-507
Closed -$79.3K – 2447
2024
Q1 		$79.3K Buy
+507
New +$74.4K ﹤0.01% 934
2022
Q4 		$38.3K Buy
+325
New +$36.1K ﹤0.01% 1081
2022
Q3 		– Sell
-8,740
Closed -$830K – 1852
2022
Q2 		$830K Buy
8,740
+2,619
+43% +$300K 0.06% 243
2022
Q1 		$805K Buy
6,121
+2,209
+56% +$315K 0.06% 268
2021
Q4 		$625K Buy
+3,912
New +$597K 0.04% 318

Other funds holding SPG

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

CoreCap Advisors's SPG Position: Q3 2026 in Review

CoreCap Advisors increased its Simon Property Group (SPG) stake by 29% in Q3 2026, buying an estimated $42K and bringing the position to 850 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

CoreCap Advisors first reported a position in SPG in Q4 2021 and has held it in 14 quarters since. The position peaked at $830K in Q2 2022. 298 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • CoreCap Advisors held 850 shares of Simon Property Group worth $171K as of Q3 2026.
  • CoreCap Advisors bought 193 Simon Property Group shares in Q3 2026, an estimated $42K.
  • Simon Property Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #906 holding.
  • CoreCap Advisors first reported a position in Simon Property Group in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Simon Property Group position peaked at $830K in Q2 2022.
  • 298 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.