HPG
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Harvest Portfolios Group’s Simon Property Group SPG Stock Holding History

Harvest Portfolios Group’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
Q1 		$882K Sell
4,730
-2,560
-35% -$488K 0.01% 206
2025
Q4 		$1.35M Sell
7,290
-3,608
-33% -$655K 0.02% 198
2025
Q3 		$2.05M Buy
10,898
+264
+2% +$45.6K 0.04% 160
2025
Q2 		$1.71M Buy
10,634
+770
+8% +$122K 0.04% 161
2025
Q1 		$1.64M Buy
9,864
+1,718
+21% +$300K 0.05% 161
2024
Q4 		$1.4M Buy
8,146
+2,554
+46% +$448K 0.05% 163
2024
Q3 		$945K Buy
5,592
+3,257
+139% +$516K 0.03% 182
2024
Q2 		$354K Sell
2,335
-53
-2% -$7.81K 0.01% 218
2024
Q1 		$374K Buy
2,388
+116
+5% +$17K 0.01% 202
2023
Q4 		$324K Sell
2,272
-653
-22% -$78.9K 0.01% 200
2023
Q3 		$316K Buy
2,925
+636
+28% +$74.5K 0.01% 195
2023
Q2 		$264K Buy
2,289
+197
+9% +$21.5K 0.01% 205
2023
Q1 		$234K Buy
2,092
+56
+3% +$6.69K 0.01% 203
2022
Q4 		$239K Buy
+2,036
New +$226K 0.01% 164

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Portfolios Group's SPG Position: Q1 2026 in Review

Harvest Portfolios Group reduced its Simon Property Group (SPG) stake by 35% in Q1 2026, selling an estimated $488K and leaving 4,730 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #206.

Harvest Portfolios Group first reported a position in SPG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.05M in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Harvest Portfolios Group held 4,730 shares of Simon Property Group worth $882K as of Q1 2026.
  • Harvest Portfolios Group sold 2,560 Simon Property Group shares in Q1 2026, an estimated $488K.
  • Simon Property Group made up 0.01% of Harvest Portfolios Group's portfolio in Q1 2026, its #206 holding.
  • Harvest Portfolios Group first reported a position in Simon Property Group in Q4 2022 and has held it in 14 quarters since.
  • Harvest Portfolios Group's Simon Property Group position peaked at $2.05M in Q3 2025.
  • 1,304 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.