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Donoghue Forlines’s Simon Property Group SPG Stock Holding History

Donoghue Forlines’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 		$2.51M Sell
13,474
-7,325
-35% -$1.4M 0.7% 41
2025
Q4 		$3.85M Buy
20,799
+12,499
+151% +$2.27M 1.19% 8
2025
Q3 		$1.56M Sell
8,300
-924
-10% -$160K 0.48% 65
2025
Q2 		$1.48M Sell
9,224
-13,126
-59% -$2.07M 0.42% 79
2025
Q1 		$3.71M Buy
22,350
+13,398
+150% +$2.34M 1.18% 11
2024
Q4 		$1.54M Sell
8,952
-13,145
-59% -$2.31M 0.52% 63
2024
Q3 		$3.73M Buy
22,097
+12,593
+133% +$1.99M 1.06% 13
2024
Q2 		$1.44M Buy
9,504
+4,762
+100% +$701K 0.41% 65
2024
Q1 		$742K Sell
4,742
-6,126
-56% -$898K 0.21% 101
2023
Q4 		$1.55M Sell
10,868
-1,604
-13% -$194K 0.49% 44
2023
Q3 		$1.35M Buy
12,472
+3,571
+40% +$418K 0.48% 45
2023
Q2 		$1.03M Sell
8,901
-1,285
-13% -$140K 0.32% 77
2023
Q1 		$1.14M Sell
10,186
-5,943
-37% -$710K 0.41% 71
2022
Q4 		$1.89M Buy
16,129
+7,217
+81% +$802K 0.67% 27
2022
Q3 		$800K Sell
8,912
-5,578
-38% -$571K 0.29% 56
2022
Q2 		$1.38M Sell
14,490
-2,365
-14% -$271K 0.36% 52
2022
Q1 		$2.22M Sell
16,855
-8,215
-33% -$1.17M 0.48% 37
2021
Q4 		$4M Buy
25,070
+2,721
+12% +$415K 0.68% 22
2021
Q3 		$2.9M Buy
+22,349
New +$2.91M 0.56% 29
2021
Q2 		– Sell
-10,111
Closed -$1.15M – 241
2021
Q1 		$1.15M Buy
+10,111
New +$1.05M 0.22% 126

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Donoghue Forlines's SPG Position: Q1 2026 in Review

Donoghue Forlines reduced its Simon Property Group (SPG) stake by 35% in Q1 2026, selling an estimated $1.4M and leaving 13,474 shares worth $2.51M. The position accounts for 0.7% of the portfolio, ranked #41.

Donoghue Forlines first reported a position in SPG in Q1 2021 and has held it in 20 quarters since. The position peaked at $4M in Q4 2021. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Donoghue Forlines held 13,474 shares of Simon Property Group worth $2.51M as of Q1 2026.
  • Donoghue Forlines sold 7,325 Simon Property Group shares in Q1 2026, an estimated $1.4M.
  • Simon Property Group made up 0.7% of Donoghue Forlines's portfolio in Q1 2026, its #41 holding.
  • Donoghue Forlines first reported a position in Simon Property Group in Q1 2021 and has held it in 20 quarters since.
  • Donoghue Forlines's Simon Property Group position peaked at $4M in Q4 2021.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.