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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Custom Index Systems's SPG Position: Q1 2026 in Review

Custom Index Systems reduced its Simon Property Group (SPG) stake by 2.5% in Q1 2026, selling an estimated $25.6K and leaving 5,292 shares worth $987K. The position accounts for 0.43% of the portfolio, ranked #56.

Custom Index Systems first reported a position in SPG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Custom Index Systems held 5,292 shares of Simon Property Group worth $987K as of Q1 2026.
Custom Index Systems sold 134 Simon Property Group shares in Q1 2026, an estimated $25.6K.
Simon Property Group made up 0.43% of Custom Index Systems's portfolio in Q1 2026, its #56 holding.
Custom Index Systems first reported a position in Simon Property Group in Q2 2024 and has held it in 8 quarters since.
Custom Index Systems's Simon Property Group position peaked at $1.62M in Q3 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.