CA
SPG icon

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
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% -$9.79K 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 – 2463
2024
Q1 		$79.3K Buy
+507
New +$74.3K ﹤0.01% 934
2022
Q4 		$38.3K Buy
+325
New +$36.1K ﹤0.01% 1081
2022
Q3 		– Sell
-8,740
Closed -$830K – 1854
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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return