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Custom Index Systems’s Simon Property Group SPG Stock Holding History

Custom Index Systems’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 		$1.15M Sell
5,120
-172
-3% -$35.4K 0.41% 57
2026
Q1 		$987K Sell
5,292
-134
-2% -$25.6K 0.43% 56
2025
Q4 		$1M Sell
5,426
-3,192
-37% -$580K 0.44% 61
2025
Q3 		$1.62M Buy
8,618
+2,937
+52% +$507K 0.48% 54
2025
Q2 		$913K Sell
5,681
-974
-15% -$154K 0.44% 66
2025
Q1 		$1.11M Buy
6,655
+564
+9% +$98.6K 0.56% 41
2024
Q4 		$1.05M Buy
6,091
+426
+8% +$74.8K 0.56% 46
2024
Q3 		$957K Buy
5,665
+244
+5% +$38.6K 0.52% 57
2024
Q2 		$823K Buy
+5,421
New +$799K 0.47% 45

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

Custom Index Systems's SPG Position: Q2 2026 in Review

Custom Index Systems reduced its Simon Property Group (SPG) stake by 3.3% in Q2 2026, selling an estimated $35.4K and leaving 5,120 shares worth $1.15M. The position accounts for 0.41% of the portfolio, ranked #57.

Custom Index Systems first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q3 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Custom Index Systems held 5,120 shares of Simon Property Group worth $1.15M as of Q2 2026.
  • Custom Index Systems sold 172 Simon Property Group shares in Q2 2026, an estimated $35.4K.
  • Simon Property Group made up 0.41% of Custom Index Systems's portfolio in Q2 2026, its #57 holding.
  • Custom Index Systems first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
  • Custom Index Systems's Simon Property Group position peaked at $1.62M in Q3 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.