FC
SPG icon

Fulcrum Capital’s Simon Property Group SPG Stock Holding History

Fulcrum Capital’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 		$562K Sell
2,512
-417
-14% -$85.8K 0.11% 62
2026
Q1 		$546K Hold
2,929
– – 0.12% 59
2025
Q4 		$542K Hold
2,929
– – 0.11% 62
2025
Q3 		$550K Buy
2,929
+237
+9% +$40.9K 0.11% 57
2025
Q2 		$433K Buy
2,692
+85
+3% +$13.4K 0.09% 67
2025
Q1 		$433K Buy
2,607
+361
+16% +$63.1K 0.1% 67
2024
Q4 		$387K Buy
+2,246
New +$394K 0.08% 80

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

Fulcrum Capital's SPG Position: Q2 2026 in Review

Fulcrum Capital reduced its Simon Property Group (SPG) stake by 14% in Q2 2026, selling an estimated $85.8K and leaving 2,512 shares worth $562K. The position accounts for 0.11% of the portfolio, ranked #62.

Fulcrum Capital first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Fulcrum Capital held 2,512 shares of Simon Property Group worth $562K as of Q2 2026.
  • Fulcrum Capital sold 417 Simon Property Group shares in Q2 2026, an estimated $85.8K.
  • Simon Property Group made up 0.11% of Fulcrum Capital's portfolio in Q2 2026, its #62 holding.
  • Fulcrum Capital first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.