FWL Investment Management’s Simon Property Group SPG Stock Holding History

FWL Investment 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	$1.79K	Buy	+8	New	+$1.65K	﹤0.01%	424
2026 Q1	–	Sell	-58	Closed	-$10.7K	–	398
2025 Q4	$10.7K	Buy	+58	New	+$10.5K	﹤0.01%	270
2023 Q1	–	Sell	-160	Closed	-$18.8K	–	177
2022 Q4	$18.8K	Buy	+160	New	+$17.8K	0.01%	119
2022 Q1	–	Sell	-43,348	Closed	-$6.93M	–	54
2021 Q4	$6.93M	Sell	43,348 -16,373	-27%	-$2.5M	4.23%	9
2021 Q3	$7.76M	Sell	59,721 -250	-0.4%	-$32.5K	4.88%	7
2021 Q2	$7.83M	Sell	59,971 -3,195	-5%	-$397K	4.75%	5
2021 Q1	$7.19M	Buy	63,166 +19	+0%	+$1.98K	4.84%	6
2020 Q4	$5.38M	Buy	+63,147	New	+$4.82M	4.12%	4

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

FWL Investment Management's SPG Position: Q2 2026 in Review

FWL Investment Management opened a new position in Simon Property Group (SPG) in Q2 2026: 8 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in SPG as recently as Q4 2025.

FWL Investment Management first reported a position in SPG in Q4 2020 and has held it in 8 quarters since. The position peaked at $7.83M in Q2 2021. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

FWL Investment Management held 8 shares of Simon Property Group worth $1.79K as of Q2 2026.
Simon Property Group was a new FWL Investment Management position in Q2 2026.
Simon Property Group made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #424 holding.
FWL Investment Management first reported a position in Simon Property Group in Q4 2020 and has held it in 8 quarters since.
FWL Investment Management's Simon Property Group position peaked at $7.83M in Q2 2021.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.