Diligent Investors’s Simon Property Group SPG Stock Holding History

Diligent Investors’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	$1.9M	Buy	10,202 +9	+0.1%	+$1.72K	0.47%	52
2025 Q4	$1.89M	Sell	10,193 -23	-0.2%	-$4.18K	0.46%	56
2025 Q3	$1.92M	Sell	10,216 -6	-0.1%	-$1.04K	0.48%	51
2025 Q2	$1.64M	Sell	10,222 -2,056	-17%	-$325K	0.39%	65
2025 Q1	$2.04M	Sell	12,278 -1,395	-10%	-$244K	0.5%	41
2024 Q4	$2.35M	Sell	13,673 -89	-0.6%	-$15.6K	0.54%	35
2024 Q3	$2.33M	Buy	13,762 +22	+0.2%	+$3.48K	0.54%	37
2024 Q2	$2.09M	Buy	13,740 +68	+0.5%	+$10K	0.52%	39
2024 Q1	$2.14M	Sell	13,672 -253	-2%	-$37.1K	0.54%	37
2023 Q4	$1.99M	Buy	13,925 +982	+8%	+$119K	0.55%	34
2023 Q3	$1.4M	Buy	+12,943	New	+$1.52M	0.43%	57

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

Diligent Investors's SPG Position: Q1 2026 in Review

Diligent Investors increased its Simon Property Group (SPG) stake by 0.09% in Q1 2026, buying an estimated $1.72K and bringing the position to 10,202 shares worth $1.9M. The position accounts for 0.47% of the portfolio, ranked #52.

Diligent Investors first reported a position in SPG in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q4 2024. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Diligent Investors held 10,202 shares of Simon Property Group worth $1.9M as of Q1 2026.
Diligent Investors bought 9 Simon Property Group shares in Q1 2026, an estimated $1.72K.
Simon Property Group made up 0.47% of Diligent Investors's portfolio in Q1 2026, its #52 holding.
Diligent Investors first reported a position in Simon Property Group in Q3 2023 and has held it in 11 quarters since.
Diligent Investors's Simon Property Group position peaked at $2.35M in Q4 2024.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Diligent Investors's 13F filing for Q1 2026, filed 15 Apr 2026.