First Dallas Securities’s Simon Property Group SPG Stock Holding History

First Dallas Securities’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	$693K	Hold	3,100	–	–	0.23%	84
2026 Q1	$578K	Hold	3,100	–	–	0.21%	83
2025 Q4	$574K	Hold	3,100	–	–	0.21%	78
2025 Q3	$582K	Hold	3,100	–	–	0.22%	77
2025 Q2	$498K	Hold	3,100	–	–	0.2%	81
2025 Q1	$515K	Hold	3,100	–	–	0.22%	75
2024 Q4	$534K	Sell	3,100 -500	-14%	-$87.8K	0.22%	79
2024 Q3	$608K	Hold	3,600	–	–	0.25%	71
2024 Q2	$546K	Buy	3,600 +200	+6%	+$29.5K	0.24%	78
2024 Q1	$532K	Buy	3,400 +400	+13%	+$58.7K	0.24%	82
2023 Q4	$428K	Buy	+3,000	New	+$363K	0.22%	88
2023 Q3	–	Sell	-3,000	Closed	-$346K	–	175
2023 Q2	$346K	Sell	3,000 -750	-20%	-$81.7K	0.19%	99
2023 Q1	$420K	Hold	3,750	–	–	0.25%	85
2022 Q4	$441K	Buy	3,750 +750	+25%	+$83.4K	0.27%	81
2022 Q3	$269K	Buy	3,000 +350	+13%	+$35.8K	0.18%	95
2022 Q2	$252K	Buy	2,650 +500	+23%	+$57.3K	0.17%	100
2022 Q1	$283K	Sell	2,150 -50	-2%	-$7.12K	0.16%	105
2021 Q4	$351K	Hold	2,200	–	–	0.23%	90
2021 Q3	$286K	Hold	2,200	–	–	0.2%	99
2021 Q2	$287K	Buy	2,200 +200	+10%	+$24.9K	0.19%	100
2021 Q1	$228K	Buy	+2,000	New	+$209K	0.19%	100

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Dallas Securities's SPG Position: Q2 2026 in Review

First Dallas Securities held its Simon Property Group (SPG) position steady in Q2 2026 at 3,100 shares worth $693K. The position accounts for 0.23% of the portfolio, ranked #84.

First Dallas Securities first reported a position in SPG in Q1 2021 and has held it in 21 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

First Dallas Securities held 3,100 shares of Simon Property Group worth $693K as of Q2 2026.
First Dallas Securities left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.23% of First Dallas Securities's portfolio in Q2 2026, its #84 holding.
First Dallas Securities first reported a position in Simon Property Group in Q1 2021 and has held it in 21 quarters since.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.