EH
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Equitable Holdings’s Simon Property Group SPG Stock Holding History

Equitable Holdings’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 		$3.56M Buy
19,213
+1,421
+8% +$271K 0.02% 549
2025
Q4 		$3.29M Buy
17,792
+874
+5% +$159K 0.02% 492
2025
Q3 		$3.18M Buy
16,918
+136
+0.8% +$23.5K 0.02% 470
2025
Q2 		$2.7M Sell
16,782
-773
-4% -$122K 0.02% 483
2025
Q1 		$2.92M Buy
17,555
+1,115
+7% +$195K 0.03% 419
2024
Q4 		$2.83M Buy
16,440
+2,894
+21% +$508K 0.03% 399
2024
Q3 		$2.29M Buy
13,546
+624
+5% +$98.8K 0.02% 456
2024
Q2 		$1.96M Buy
12,922
+718
+6% +$106K 0.02% 464
2024
Q1 		$1.91M Buy
12,204
+5,419
+80% +$795K 0.02% 456
2023
Q4 		$968K Buy
6,785
+1,084
+19% +$131K 0.01% 587
2023
Q3 		$616K Buy
5,701
+317
+6% +$37.1K 0.01% 662
2023
Q2 		$622K Buy
5,384
+835
+18% +$91K 0.01% 640
2023
Q1 		$509K Buy
4,549
+1,798
+65% +$215K 0.01% 642
2022
Q4 		$323K Sell
2,751
-1,408
-34% -$156K 0.01% 715
2022
Q3 		$373K Buy
4,159
+1,287
+45% +$132K 0.01% 632
2022
Q2 		$273K Buy
+2,872
New +$329K 0.01% 724

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

Equitable Holdings's SPG Position: Q1 2026 in Review

Equitable Holdings increased its Simon Property Group (SPG) stake by 8% in Q1 2026, buying an estimated $271K and bringing the position to 19,213 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #549.

Equitable Holdings first reported a position in SPG in Q2 2022 and has held it in 16 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Equitable Holdings held 19,213 shares of Simon Property Group worth $3.56M as of Q1 2026.
  • Equitable Holdings bought 1,421 Simon Property Group shares in Q1 2026, an estimated $271K.
  • Simon Property Group made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #549 holding.
  • Equitable Holdings first reported a position in Simon Property Group in Q2 2022 and has held it in 16 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.