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 Q3	$1.94M	Sell	9,685 -549	-5%	-$120K	0.43%	58
2026 Q2	$2.29M	Buy	10,234 +32	+0.3%	+$6.58K	0.51%	46
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Diligent Investors's SPG Position: Q3 2026 in Review

Diligent Investors reduced its Simon Property Group (SPG) stake by 5.4% in Q3 2026, selling an estimated $120K and leaving 9,685 shares worth $1.94M. The position accounts for 0.43% of the portfolio, ranked #58.

Diligent Investors first reported a position in SPG in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.35M in Q4 2024. 747 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Diligent Investors held 9,685 shares of Simon Property Group worth $1.94M as of Q3 2026.
Diligent Investors sold 549 Simon Property Group shares in Q3 2026, an estimated $120K.
Simon Property Group made up 0.43% of Diligent Investors's portfolio in Q3 2026, its #58 holding.
Diligent Investors first reported a position in Simon Property Group in Q3 2023 and has held it in 13 quarters since.
Diligent Investors's Simon Property Group position peaked at $2.35M in Q4 2024.
747 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Diligent Investors's 13F filing for Q3 2026, filed 21 Oct 2026.