CI
SPG icon

CX Institutional’s Simon Property Group SPG Stock Holding History

CX Institutional’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 		$496K Buy
2,217
+312
+16% +$64.2K 0.01% 477
2026
Q1 		$355K Sell
1,905
-77
-4% -$14.7K 0.01% 550
2025
Q4 		$367K Buy
1,982
+275
+16% +$50K 0.01% 507
2025
Q3 		$320K Buy
1,707
+53
+3% +$9.15K 0.01% 553
2025
Q2 		$266K Buy
1,654
+313
+23% +$49.5K 0.01% 537
2025
Q1 		$223K Sell
1,341
-10
-0.7% -$1.75K 0.01% 569
2024
Q4 		$233K Buy
+1,351
New +$237K 0.01% 486
2022
Q3 		– Sell
-597
Closed -$57K – 1034
2022
Q2 		$57K Buy
+597
New +$68.4K ﹤0.01% 649
2021
Q4 		– Sell
-682
Closed -$89K – 816
2021
Q3 		$89K Buy
682
+65
+11% +$8.46K 0.01% 474
2021
Q2 		$81K Buy
617
+184
+42% +$22.9K 0.01% 477
2021
Q1 		$49K Buy
433
+75
+21% +$7.82K ﹤0.01% 497
2020
Q4 		$31K Buy
358
+207
+137% +$15.8K ﹤0.01% 530
2020
Q3 		$10K Buy
151
+125
+481% +$8.2K ﹤0.01% 675
2020
Q2 		$2K Sell
26
-107
-80% -$6.71K ﹤0.01% 763
2020
Q1 		$7K Buy
+133
New +$15.9K ﹤0.01% 514
2019
Q4 		– Sell
-79
Closed -$12K – 766
2019
Q3 		$12K Buy
79
+6
+8% +$933 ﹤0.01% 440
2019
Q2 		$12K Buy
73
+2
+3% +$344 ﹤0.01% 468
2019
Q1 		$13K Buy
+71
New +$12.6K ﹤0.01% 433

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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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