Cresset Asset Management’s Simon Property Group SPG Stock Holding History

Cresset Asset 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
2023 Q3	–	Sell	-90,000	Closed	-$10.4M	–	1966
2023 Q2	$10.4M	Buy	+90,000	New	+$9.8M	0.01%	257

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Cresset Asset Management's SPG Position: Q1 2026 in Review

Cresset Asset Management increased its Simon Property Group (SPG) stake by 1.1% in Q1 2026, buying an estimated $28.2K and bringing the position to 13,061 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #517.

Cresset Asset Management first reported a position in SPG in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.66M in Q3 2019. 1,304 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Cresset Asset Management held 13,061 shares of Simon Property Group worth $2.44M as of Q1 2026.
Cresset Asset Management bought 148 Simon Property Group shares in Q1 2026, an estimated $28.2K.
Simon Property Group made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #517 holding.
Cresset Asset Management first reported a position in Simon Property Group in Q4 2018 and has held it in 25 quarters since.
Cresset Asset Management's Simon Property Group position peaked at $6.66M in Q3 2019.
1,304 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.