DT Investment Partners’s Simon Property Group SPG Stock Holding History

DT Investment Partners’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	$51K	Hold	228	–	–	﹤0.01%	254
2026 Q1	$42.5K	Hold	228	–	–	﹤0.01%	255
2025 Q4	$42.2K	Hold	228	–	–	﹤0.01%	263
2025 Q3	$42.8K	Hold	228	–	–	﹤0.01%	250
2025 Q2	$36.7K	Hold	228	–	–	﹤0.01%	263
2025 Q1	$37.9K	Hold	228	–	–	﹤0.01%	254
2024 Q4	$39.3K	Hold	228	–	–	﹤0.01%	255
2024 Q3	$38.5K	Hold	228	–	–	﹤0.01%	276
2024 Q2	$34.6K	Hold	228	–	–	﹤0.01%	267
2024 Q1	$35.7K	Hold	228	–	–	﹤0.01%	246
2023 Q4	$31.7K	Hold	228	–	–	﹤0.01%	248
2023 Q3	$24.6K	Buy	228 +200	+714%	+$23.4K	﹤0.01%	246
2023 Q2	$3.51K	Hold	28	–	–	﹤0.01%	396
2023 Q1	$3.18K	Hold	28	–	–	﹤0.01%	403
2022 Q4	$3.29K	Hold	28	–	–	﹤0.01%	420
2022 Q3	$3K	Buy	+28	New	+$2.86K	﹤0.01%	410

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 $3.38T AUM 44.17% 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

DT Investment Partners's SPG Position: Q2 2026 in Review

DT Investment Partners held its Simon Property Group (SPG) position steady in Q2 2026 at 228 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

DT Investment Partners first reported a position in SPG in Q3 2022 and has held it in 16 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

DT Investment Partners held 228 shares of Simon Property Group worth $51K as of Q2 2026.
DT Investment Partners left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #254 holding.
DT Investment Partners first reported a position in Simon Property Group in Q3 2022 and has held it in 16 quarters since.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.