EI
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Ethic Inc’s Simon Property Group SPG Stock Holding History

Ethic Inc’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 		$11.6M Sell
51,724
-4,604
-8% -$947K 0.14% 134
2026
Q1 		$10.5M Buy
56,328
+1,840
+3% +$351K 0.16% 126
2025
Q4 		$10.1M Sell
54,488
-683
-1% -$124K 0.16% 129
2025
Q3 		$10.4M Buy
55,171
+3,844
+7% +$664K 0.17% 122
2025
Q2 		$8.24M Sell
51,327
-1,886
-4% -$298K 0.15% 149
2025
Q1 		$8.86M Buy
53,213
+737
+1% +$129K 0.18% 116
2024
Q4 		$9.04M Buy
52,476
+11,095
+27% +$1.95M 0.18% 111
2024
Q3 		$6.48M Sell
41,381
-11,909
-22% -$1.89M 0.16% 144
2024
Q2 		$8.09M Buy
53,290
+11,909
+29% +$1.75M 0.19% 109
2024
Q1 		$6.48M Buy
41,381
+2,239
+6% +$328K 0.16% 144
2023
Q4 		$5.58M Buy
39,142
+5,569
+17% +$673K 0.17% 146
2023
Q3 		$3.63M Sell
33,573
-3,318
-9% -$389K 0.13% 196
2023
Q2 		$4.26M Buy
36,891
+3,352
+10% +$365K 0.16% 156
2023
Q1 		$3.76M Buy
33,539
+8,067
+32% +$963K 0.15% 173
2022
Q4 		$2.99M Buy
25,472
+8,555
+51% +$951K 0.16% 170
2022
Q3 		$1.52M Sell
16,917
-1,895
-10% -$194K 0.1% 249
2022
Q2 		$1.79M Buy
18,812
+1,089
+6% +$125K 0.12% 218
2022
Q1 		$2.33M Buy
17,723
+1,953
+12% +$278K 0.16% 158
2021
Q4 		$2.52M Buy
15,770
+2,808
+22% +$429K 0.19% 127
2021
Q3 		$1.69M Buy
12,962
+2,596
+25% +$338K 0.17% 150
2021
Q2 		$1.35M Buy
10,366
+2,941
+40% +$366K 0.16% 154
2021
Q1 		$845K Buy
7,425
+2,527
+52% +$264K 0.15% 177
2020
Q4 		$418K Buy
+4,898
New +$374K 0.11% 244

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Ethic Inc's SPG Position: Q2 2026 in Review

Ethic Inc reduced its Simon Property Group (SPG) stake by 8.2% in Q2 2026, selling an estimated $947K and leaving 51,724 shares worth $11.6M. The position accounts for 0.14% of the portfolio, ranked #134.

Ethic Inc first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. 490 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Ethic Inc held 51,724 shares of Simon Property Group worth $11.6M as of Q2 2026.
  • Ethic Inc sold 4,604 Simon Property Group shares in Q2 2026, an estimated $947K.
  • Simon Property Group made up 0.14% of Ethic Inc's portfolio in Q2 2026, its #134 holding.
  • Ethic Inc first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
  • 490 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.