Davis Capital Management
SPG icon

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
Q3 		$5.42K Buy
27
+2
+8% +$435 ﹤0.01% 307
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davis Capital Management's SPG Position: Q3 2026 in Review

Davis Capital Management increased its Simon Property Group (SPG) stake by 8% in Q3 2026, buying an estimated $435 and bringing the position to 27 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Davis Capital Management first reported a position in SPG in Q1 2020 and has held it in 10 quarters since. The position peaked at $5.59K in Q2 2026. 490 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Davis Capital Management held 27 shares of Simon Property Group worth $5.42K as of Q3 2026.
  • Davis Capital Management bought 2 Simon Property Group shares in Q3 2026, an estimated $435.
  • Simon Property Group made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #307 holding.
  • Davis Capital Management first reported a position in Simon Property Group in Q1 2020 and has held it in 10 quarters since.
  • Davis Capital Management's Simon Property Group position peaked at $5.59K in Q2 2026.
  • 490 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.