Fisher Asset Management’s Simon Property Group SPG Stock Holding History

Fisher Asset 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	$814K	Buy	3,641 +1,000	+38%	+$206K	﹤0.01%	730
2026 Q1	$493K	Sell	2,641 -39	-1%	-$7.44K	﹤0.01%	798
2025 Q4	$496K	Buy	2,680 +459	+21%	+$83.4K	﹤0.01%	783
2025 Q3	$417K	Buy	+2,221	New	+$383K	﹤0.01%	810
2014 Q3	–	Sell	-1,494	Closed	-$248K	–	566
2014 Q2	$248K	Buy	+1,494	New	+$244K	﹤0.01%	495

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 $3.38T AUM 44.17% 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

Fisher Asset Management's SPG Position: Q2 2026 in Review

Fisher Asset Management increased its Simon Property Group (SPG) stake by 38% in Q2 2026, buying an estimated $206K and bringing the position to 3,641 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Fisher Asset Management first reported a position in SPG in Q2 2014 and has held it in 5 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Fisher Asset Management held 3,641 shares of Simon Property Group worth $814K as of Q2 2026.
Fisher Asset Management bought 1,000 Simon Property Group shares in Q2 2026, an estimated $206K.
Simon Property Group made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #730 holding.
Fisher Asset Management first reported a position in Simon Property Group in Q2 2014 and has held it in 5 quarters since.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.