Del-Sette Capital Management’s Simon Property Group SPG Stock Holding History

Del-Sette 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 Q1	$3.77M	Buy	20,225 +1,365	+7%	+$260K	2.26%	13
2025 Q4	$3.49M	Buy	18,860 +811	+4%	+$147K	2.15%	16
2025 Q3	$3.39M	Buy	18,049 +703	+4%	+$121K	2.11%	17
2025 Q2	$2.79M	Buy	17,346 +3,599	+26%	+$569K	1.94%	27
2025 Q1	$2.28M	Buy	13,747 +1,684	+14%	+$294K	1.79%	22
2024 Q4	$2.08M	Sell	12,063 -520	-4%	-$91.3K	1.69%	21
2024 Q3	$2.13M	Buy	12,583 +218	+2%	+$34.5K	1.66%	21
2024 Q2	$1.88M	Sell	12,365 -14,138	-53%	-$2.08M	1.54%	21
2024 Q1	$4.15M	Buy	+26,503	New	+$3.89M	3.41%	10

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

Del-Sette Capital Management's SPG Position: Q1 2026 in Review

Del-Sette Capital Management increased its Simon Property Group (SPG) stake by 7.2% in Q1 2026, buying an estimated $260K and bringing the position to 20,225 shares worth $3.77M. The position accounts for 2.26% of the portfolio, ranked #13.

Del-Sette Capital Management first reported a position in SPG in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.15M in Q1 2024. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Del-Sette Capital Management held 20,225 shares of Simon Property Group worth $3.77M as of Q1 2026.
Del-Sette Capital Management bought 1,365 Simon Property Group shares in Q1 2026, an estimated $260K.
Simon Property Group made up 2.26% of Del-Sette Capital Management's portfolio in Q1 2026, its #13 holding.
Del-Sette Capital Management first reported a position in Simon Property Group in Q1 2024 and has held it in 9 quarters since.
Del-Sette Capital Management's Simon Property Group position peaked at $4.15M in Q1 2024.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Del-Sette Capital Management's 13F filing for Q1 2026, filed 4 May 2026.