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Ferguson Wellman Capital Management’s Simon Property Group SPG Stock Holding History

Ferguson Wellman Capital Management’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 		$216K Buy
+966
New +$199K ﹤0.01% 423
2019
Q2 		– Sell
-1,496
Closed -$273K – 348
2019
Q1 		$273K Sell
1,496
-653
-30% -$116K 0.01% 306
2018
Q4 		$361K Sell
2,149
-170
-7% -$30.4K 0.01% 273
2018
Q3 		$410K Sell
2,319
-881
-28% -$156K 0.01% 259
2018
Q2 		$545K Sell
3,200
-493
-13% -$78.4K 0.02% 238
2018
Q1 		$570K Sell
3,693
-95
-3% -$15.1K 0.02% 237
2017
Q4 		$651K Sell
3,788
-272
-7% -$44.2K 0.02% 225
2017
Q3 		$654K Sell
4,060
-278
-6% -$44.4K 0.02% 216
2017
Q2 		$702K Sell
4,338
-1,835
-30% -$299K 0.03% 205
2017
Q1 		$1.06M Sell
6,173
-32,269
-84% -$5.77M 0.04% 180
2016
Q4 		$6.83M Sell
38,442
-6
-0% -$1.11K 0.28% 93
2016
Q3 		$7.96M Sell
38,448
-15,725
-29% -$3.41M 0.34% 86
2016
Q2 		$11.8M Buy
54,173
+1,483
+3% +$303K 0.49% 66
2016
Q1 		$10.9M Sell
52,690
-12,869
-20% -$2.47M 0.47% 66
2015
Q4 		$12.7M Buy
65,559
+2,260
+4% +$438K 0.52% 62
2015
Q3 		$11.6M Buy
63,299
+625
+1% +$115K 0.52% 61
2015
Q2 		$10.8M Sell
62,674
-345
-0.5% -$63.4K 0.45% 72
2015
Q1 		$12.3M Buy
63,019
+1,161
+2% +$225K 0.51% 67
2014
Q4 		$11.3M Buy
61,858
+3,974
+7% +$705K 0.45% 68
2014
Q3 		$9.52M Buy
57,884
+35,496
+159% +$5.98M 0.41% 73
2014
Q2 		$3.72M Sell
22,388
-1,166
-5% -$190K 0.16% 134
2014
Q1 		$3.63M Sell
23,554
-275
-1% -$41K 0.16% 132
2013
Q4 		$3.41M Sell
23,829
-881
-4% -$127K 0.15% 133
2013
Q3 		$3.45M Buy
+24,710
New +$3.59M 0.17% 126

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

Ferguson Wellman Capital Management's SPG Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in Simon Property Group (SPG) in Q2 2026: 966 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Ferguson Wellman Capital Management previously reported a position in SPG as recently as Q1 2019.

Ferguson Wellman Capital Management first reported a position in SPG in Q3 2013 and has held it in 24 quarters since. The position peaked at $12.7M in Q4 2015. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Ferguson Wellman Capital Management held 966 shares of Simon Property Group worth $216K as of Q2 2026.
  • Simon Property Group was a new Ferguson Wellman Capital Management position in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #423 holding.
  • Ferguson Wellman Capital Management first reported a position in Simon Property Group in Q3 2013 and has held it in 24 quarters since.
  • Ferguson Wellman Capital Management's Simon Property Group position peaked at $12.7M in Q4 2015.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.