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Harbour Investments’s Simon Property Group SPG Stock Holding History

Harbour Investments’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 		$252K Sell
1,127
-314
-22% -$64.6K ﹤0.01% 1473
2026
Q1 		$269K Buy
1,441
+891
+162% +$170K ﹤0.01% 1369
2025
Q4 		$102K Sell
550
-252
-31% -$45.8K ﹤0.01% 1625
2025
Q3 		$151K Buy
802
+49
+7% +$8.46K ﹤0.01% 1369
2025
Q2 		$121K Sell
753
-11
-1% -$1.74K ﹤0.01% 1412
2025
Q1 		$127K Buy
764
+20
+3% +$3.5K ﹤0.01% 1316
2024
Q4 		$128K Buy
744
+19
+3% +$3.33K ﹤0.01% 1254
2024
Q3 		$123K Sell
725
-53
-7% -$8.39K ﹤0.01% 1217
2024
Q2 		$118K Buy
778
+18
+2% +$2.65K ﹤0.01% 1171
2024
Q1 		$119K Sell
760
-10
-1% -$1.47K ﹤0.01% 1130
2023
Q4 		$110K Buy
770
+100
+15% +$12.1K ﹤0.01% 1098
2023
Q3 		$72.4K Sell
670
-298
-31% -$34.9K ﹤0.01% 1175
2023
Q2 		$112K Buy
968
+255
+36% +$27.8K 0.01% 1007
2023
Q1 		$79.8K Buy
713
+17
+2% +$2.03K ﹤0.01% 1148
2022
Q4 		$81.8K Buy
696
+124
+22% +$13.8K 0.01% 1101
2022
Q3 		$54K Hold
572
– – ﹤0.01% 1236
2022
Q2 		$54K Buy
+572
New +$65.6K ﹤0.01% 1236
2021
Q4 		$87K Sell
546
-802
-59% -$122K 0.01% 1028
2021
Q3 		$175K Buy
1,348
+233
+21% +$30.3K 0.01% 1091
2021
Q2 		$146K Buy
1,115
+61
+6% +$7.58K ﹤0.01% 1195
2021
Q1 		$120K Buy
+1,054
New +$110K ﹤0.01% 1215

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

Harbour Investments's SPG Position: Q2 2026 in Review

Harbour Investments reduced its Simon Property Group (SPG) stake by 22% in Q2 2026, selling an estimated $64.6K and leaving 1,127 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Harbour Investments first reported a position in SPG in Q1 2021 and has held it in 21 quarters since. The position peaked at $269K in Q1 2026. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Harbour Investments held 1,127 shares of Simon Property Group worth $252K as of Q2 2026.
  • Harbour Investments sold 314 Simon Property Group shares in Q2 2026, an estimated $64.6K.
  • Simon Property Group made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1473 holding.
  • Harbour Investments first reported a position in Simon Property Group in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Simon Property Group position peaked at $269K in Q1 2026.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.