CI
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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

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

CX Institutional's SPG Position: Q2 2026 in Review

CX Institutional increased its Simon Property Group (SPG) stake by 16% in Q2 2026, buying an estimated $64.2K and bringing the position to 2,217 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #477.

CX Institutional first reported a position in SPG in Q1 2019 and has held it in 18 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • CX Institutional held 2,217 shares of Simon Property Group worth $496K as of Q2 2026.
  • CX Institutional bought 312 Simon Property Group shares in Q2 2026, an estimated $64.2K.
  • Simon Property Group made up 0.01% of CX Institutional's portfolio in Q2 2026, its #477 holding.
  • CX Institutional first reported a position in Simon Property Group in Q1 2019 and has held it in 18 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.