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Fortitude Family Office’s Simon Property Group SPG Stock Holding History

Fortitude Family Office’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 		$160K Buy
717
+70
+11% +$14.4K 0.03% 146
2026
Q1 		$121K Hold
647
– – 0.03% 148
2025
Q4 		$120K Hold
647
– – 0.03% 172
2025
Q3 		$121K Hold
647
– – 0.03% 169
2025
Q2 		$104K Hold
647
– – 0.03% 166
2025
Q1 		$107K Hold
647
– – 0.04% 151
2024
Q4 		$111K Hold
647
– – 0.04% 165
2024
Q3 		$109K Hold
647
– – 0.04% 151
2024
Q2 		$98.2K Buy
647
+572
+763% +$84.3K 0.06% 115
2024
Q1 		$11.7K Hold
75
– – 0.01% 366
2023
Q4 		$10.7K Buy
+75
New +$9.07K 0.01% 391

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 $3.38T AUM 44.17% 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

Fortitude Family Office's SPG Position: Q2 2026 in Review

Fortitude Family Office increased its Simon Property Group (SPG) stake by 11% in Q2 2026, buying an estimated $14.4K and bringing the position to 717 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #146.

Fortitude Family Office first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Fortitude Family Office held 717 shares of Simon Property Group worth $160K as of Q2 2026.
  • Fortitude Family Office bought 70 Simon Property Group shares in Q2 2026, an estimated $14.4K.
  • Simon Property Group made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #146 holding.
  • Fortitude Family Office first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.