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Hamlin Capital Management’s Simon Property Group SPG Stock Holding History

Hamlin Capital 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 		$194M Sell
866,580
-31,406
-3% -$6.46M 4.36% 5
2026
Q1 		$168M Sell
897,986
-7,085
-0.8% -$1.35M 4.04% 13
2025
Q4 		$168M Sell
905,071
-65,055
-7% -$11.8M 4.02% 10
2025
Q3 		$182M Buy
970,126
+155,219
+19% +$26.8M 4.14% 8
2025
Q2 		$131M Buy
814,907
+13,179
+2% +$2.08M 3.03% 23
2025
Q1 		$133M Buy
801,728
+166,439
+26% +$29.1M 3.19% 22
2024
Q4 		$109M Buy
+635,289
New +$111M 2.71% 23

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

Hamlin Capital Management's SPG Position: Q2 2026 in Review

Hamlin Capital Management reduced its Simon Property Group (SPG) stake by 3.5% in Q2 2026, selling an estimated $6.46M and leaving 866,580 shares worth $194M. The position accounts for 4.36% of the portfolio, ranked #5.

Hamlin Capital Management first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,356 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Hamlin Capital Management held 866,580 shares of Simon Property Group worth $194M as of Q2 2026.
  • Hamlin Capital Management sold 31,406 Simon Property Group shares in Q2 2026, an estimated $6.46M.
  • Simon Property Group made up 4.36% of Hamlin Capital Management's portfolio in Q2 2026, its #5 holding.
  • Hamlin Capital Management first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Hamlin Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.