Family Management’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.84M Sell
8,215
-180
-2% -$37K 0.19% 96
2026
Q1
$1.57M Buy
+8,395
New +$1.6M 0.19% 99
2021
Q1
Sell
-2,992
Closed -$255K 183
2020
Q4
$255K Buy
+2,992
New +$228K 0.09% 129

Other funds holding SPG

Family Management's SPG Position: Q2 2026 in Review

Family Management reduced its Simon Property Group (SPG) stake by 2.1% in Q2 2026, selling an estimated $37K and leaving 8,215 shares worth $1.84M. The position accounts for 0.19% of the portfolio, ranked #96.

Family Management first reported a position in SPG in Q4 2020 and has held it in 3 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Family Management held 8,215 shares of Simon Property Group worth $1.84M as of Q2 2026.
  • Family Management sold 180 Simon Property Group shares in Q2 2026, an estimated $37K.
  • Simon Property Group made up 0.19% of Family Management's portfolio in Q2 2026, its #96 holding.
  • Family Management first reported a position in Simon Property Group in Q4 2020 and has held it in 3 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.