CH
SPG icon

Cromwell Holdings’s Simon Property Group SPG Stock Holding History

Cromwell Holdings’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 		$250K Buy
1,119
+52
+5% +$10.7K 0.11% 163
2026
Q1 		$199K Hold
1,067
– – 0.11% 186
2025
Q4 		$198K Hold
1,067
– – 0.11% 182
2025
Q3 		$200K Hold
1,067
– – 0.11% 179
2025
Q2 		$172K Buy
1,067
+38
+4% +$6K 0.1% 196
2025
Q1 		$171K Buy
1,029
+16
+2% +$2.8K 0.11% 184
2024
Q4 		$174K Hold
1,013
– – 0.1% 181
2024
Q3 		$171K Hold
1,013
– – 0.11% 186
2024
Q2 		$154K Buy
+1,013
New +$149K 0.09% 187

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cromwell Holdings's SPG Position: Q2 2026 in Review

Cromwell Holdings increased its Simon Property Group (SPG) stake by 4.9% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,119 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #163.

Cromwell Holdings first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cromwell Holdings held 1,119 shares of Simon Property Group worth $250K as of Q2 2026.
  • Cromwell Holdings bought 52 Simon Property Group shares in Q2 2026, an estimated $10.7K.
  • Simon Property Group made up 0.11% of Cromwell Holdings's portfolio in Q2 2026, its #163 holding.
  • Cromwell Holdings first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.