Davis Capital Management’s Simon Property Group SPG Stock Holding History

Davis Capital Management’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	$5.59K	Buy	25 +6	+32%	+$1.24K	﹤0.01%	309
2026 Q1	$3.54K	Hold	19	–	–	﹤0.01%	269
2025 Q4	$3.52K	Hold	19	–	–	﹤0.01%	278
2025 Q3	$3.57K	Buy	+19	New	+$3.28K	﹤0.01%	281
2025 Q1	$3.82K	Hold	23	–	–	﹤0.01%	271
2024 Q4	$3.96K	Hold	23	–	–	﹤0.01%	267
2024 Q3	$3.89K	Buy	+23	New	+$3.64K	﹤0.01%	284
2020 Q2	$2K	Hold	35	–	–	﹤0.01%	248
2020 Q1	$2K	Buy	+35	New	+$4.18K	﹤0.01%	239

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Davis Capital Management's SPG Position: Q2 2026 in Review

Davis Capital Management increased its Simon Property Group (SPG) stake by 32% in Q2 2026, buying an estimated $1.24K and bringing the position to 25 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Davis Capital Management first reported a position in SPG in Q1 2020 and has held it in 9 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Davis Capital Management held 25 shares of Simon Property Group worth $5.59K as of Q2 2026.
Davis Capital Management bought 6 Simon Property Group shares in Q2 2026, an estimated $1.24K.
Simon Property Group made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #309 holding.
Davis Capital Management first reported a position in Simon Property Group in Q1 2020 and has held it in 9 quarters since.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.