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Edgestream Partners’s Simon Property Group SPG Stock Holding History

Edgestream 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 		$12.7M Buy
56,724
+34,295
+153% +$7.06M 0.38% 19
2026
Q1 		$4.18M Sell
22,429
-21,234
-49% -$4.05M 0.14% 289
2025
Q4 		$8.08M Sell
43,663
-28,359
-39% -$5.15M 0.23% 112
2025
Q3 		$13.5M Buy
72,022
+11,933
+20% +$2.06M 0.4% 22
2025
Q2 		$9.66M Buy
+60,089
New +$9.49M 0.27% 81
2025
Q1 		– Sell
-29,784
Closed -$5.13M – 1047
2024
Q4 		$5.13M Sell
29,784
-26,044
-47% -$4.57M 0.22% 143
2024
Q3 		$9.44M Buy
55,828
+41,929
+302% +$6.64M 0.42% 13
2024
Q2 		$2.11M Sell
13,899
-222
-2% -$32.7K 0.1% 314
2024
Q1 		$2.21M Sell
14,121
-7,334
-34% -$1.08M 0.11% 315
2023
Q4 		$3.06M Buy
21,455
+18,146
+548% +$2.19M 0.22% 136
2023
Q3 		$357K Sell
3,309
-39,409
-92% -$4.62M 0.03% 672
2023
Q2 		$4.93M Buy
42,718
+21,988
+106% +$2.4M 0.45% 17
2023
Q1 		$2.32M Sell
20,730
-9,509
-31% -$1.14M 0.26% 114
2022
Q4 		$3.55M Buy
+30,239
New +$3.36M 0.4% 61
2021
Q4 		– Sell
-13,319
Closed -$1.73M – 573
2021
Q3 		$1.73M Buy
+13,319
New +$1.73M 0.11% 257
2020
Q4 		– Sell
-42,348
Closed -$2.74M – 417
2020
Q3 		$2.74M Buy
42,348
+25,902
+157% +$1.7M 0.18% 166
2020
Q2 		$1.13M Buy
16,446
+7,533
+85% +$473K 0.06% 238
2020
Q1 		$489K Sell
8,913
-20,348
-70% -$2.43M 0.05% 251
2019
Q4 		$4.36M Buy
29,261
+8,162
+39% +$1.22M 0.23% 136
2019
Q3 		$3.28M Buy
21,099
+14,618
+226% +$2.27M 0.31% 103
2019
Q2 		$1.03M Buy
+6,481
New +$1.12M 0.12% 141
2016
Q4 		– Sell
-2,885
Closed -$597K – 131
2016
Q3 		$597K Buy
+2,885
New +$626K 0.33% 73
2015
Q3 		– Sell
-3,129
Closed -$541K – 99
2015
Q2 		$541K Buy
+3,129
New +$575K 0.37% 66

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edgestream Partners's SPG Position: Q2 2026 in Review

Edgestream Partners increased its Simon Property Group (SPG) stake by 153% in Q2 2026, buying an estimated $7.06M and bringing the position to 56,724 shares worth $12.7M. The position accounts for 0.38% of the portfolio, ranked #19.

Edgestream Partners first reported a position in SPG in Q2 2015 and has held it in 23 quarters since. The position peaked at $13.5M in Q3 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Edgestream Partners held 56,724 shares of Simon Property Group worth $12.7M as of Q2 2026.
  • Edgestream Partners bought 34,295 Simon Property Group shares in Q2 2026, an estimated $7.06M.
  • Simon Property Group made up 0.38% of Edgestream Partners's portfolio in Q2 2026, its #19 holding.
  • Edgestream Partners first reported a position in Simon Property Group in Q2 2015 and has held it in 23 quarters since.
  • Edgestream Partners's Simon Property Group position peaked at $13.5M in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.