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SPG icon

Empowered Funds’s Simon Property Group SPG Stock Holding History

Empowered Funds’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 		$19.8M Sell
88,615
-10,631
-11% -$2.19M 0.1% 198
2026
Q1 		$18.5M Buy
+99,246
New +$18.9M 0.12% 179
2025
Q4 		– Sell
-72,206
Closed -$13.6M – 1782
2025
Q3 		$13.6M Buy
72,206
+10,200
+16% +$1.76M 0.14% 152
2025
Q2 		$9.97M Buy
62,006
+12,263
+25% +$1.94M 0.11% 202
2025
Q1 		$8.26M Buy
49,743
+8,341
+20% +$1.46M 0.12% 210
2024
Q4 		$7.13M Sell
41,402
-2,408
-5% -$423K 0.1% 267
2024
Q3 		$7.4M Buy
43,810
+6,437
+17% +$1.02M 0.12% 243
2024
Q2 		$5.67M Buy
37,373
+3,004
+9% +$443K 0.1% 265
2024
Q1 		$5.38M Buy
34,369
+1,219
+4% +$179K 0.1% 285
2023
Q4 		$4.73M Buy
33,150
+25,497
+333% +$3.08M 0.12% 249
2023
Q3 		$827K Buy
7,653
+5,359
+234% +$628K 0.02% 733
2023
Q2 		$265K Buy
+2,294
New +$250K 0.01% 1002

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

Empowered Funds's SPG Position: Q2 2026 in Review

Empowered Funds reduced its Simon Property Group (SPG) stake by 11% in Q2 2026, selling an estimated $2.19M and leaving 88,615 shares worth $19.8M. The position accounts for 0.1% of the portfolio, ranked #198.

Empowered Funds first reported a position in SPG in Q2 2023 and has held it in 12 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Empowered Funds held 88,615 shares of Simon Property Group worth $19.8M as of Q2 2026.
  • Empowered Funds sold 10,631 Simon Property Group shares in Q2 2026, an estimated $2.19M.
  • Simon Property Group made up 0.1% of Empowered Funds's portfolio in Q2 2026, its #198 holding.
  • Empowered Funds first reported a position in Simon Property Group in Q2 2023 and has held it in 12 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.