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 Q2	$7.48M	Buy	33,467 +13,242	+65%	+$2.72M	4.37%	7
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 $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

Del-Sette Capital Management's SPG Position: Q2 2026 in Review

Del-Sette Capital Management increased its Simon Property Group (SPG) stake by 65% in Q2 2026, buying an estimated $2.72M and bringing the position to 33,467 shares worth $7.48M. The position accounts for 4.37% of the portfolio, ranked #7.

Del-Sette Capital Management first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Del-Sette Capital Management held 33,467 shares of Simon Property Group worth $7.48M as of Q2 2026.
Del-Sette Capital Management bought 13,242 Simon Property Group shares in Q2 2026, an estimated $2.72M.
Simon Property Group made up 4.37% of Del-Sette Capital Management's portfolio in Q2 2026, its #7 holding.
Del-Sette Capital Management first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Del-Sette Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.