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Highland Capital Management (Tennessee)’s Simon Property Group SPG Stock Holding History

Highland Capital Management (Tennessee)’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
2025
Q3 		– Sell
-7,438
Closed -$1.2M – 448
2025
Q2 		$1.2M Buy
+7,438
New +$1.18M 0.06% 223
2025
Q1 		– Sell
-6,909
Closed -$1.19M – 426
2024
Q4 		$1.19M Buy
+6,909
New +$1.21M 0.07% 213
2022
Q3 		– Sell
-3,064
Closed -$291K – 336
2022
Q2 		$291K Sell
3,064
-964
-24% -$110K 0.02% 295
2022
Q1 		$530K Hold
4,028
– – 0.03% 275
2021
Q4 		$644K Buy
4,028
+1,000
+33% +$153K 0.04% 272
2021
Q3 		$394K Buy
+3,028
New +$394K 0.02% 295
2020
Q4 		– Sell
-16,869
Closed -$1.09M – 349
2020
Q3 		$1.09M Buy
16,869
+440
+3% +$28.8K 0.08% 211
2020
Q2 		$1.12M Buy
+16,429
New +$1.03M 0.09% 205
2019
Q1 		– Sell
-4,198
Closed -$705K – 345
2018
Q4 		$705K Buy
4,198
+565
+16% +$101K 0.06% 245
2018
Q3 		$642K Buy
3,633
+37
+1% +$6.54K 0.05% 253
2018
Q2 		$612K Sell
3,596
-49
-1% -$7.8K 0.05% 272
2018
Q1 		$563K Sell
3,645
-1,314
-26% -$209K 0.04% 270
2017
Q4 		$852K Buy
4,959
+1,514
+44% +$246K 0.06% 210
2017
Q3 		$555K Sell
3,445
-3
-0.1% -$479 0.04% 255
2017
Q2 		$558K Buy
3,448
+1,304
+61% +$212K 0.04% 268
2017
Q1 		$369K Sell
2,144
-536
-20% -$95.8K 0.03% 274
2016
Q4 		$476K Sell
2,680
-810
-23% -$150K 0.04% 262
2016
Q3 		$722K Buy
3,490
+38
+1% +$8.24K 0.06% 247
2016
Q2 		$749K Buy
+3,452
New +$705K 0.06% 237
2015
Q4 		– Sell
-40
Closed -$7K – 521
2015
Q3 		$7K Hold
40
– – ﹤0.01% 524
2015
Q2 		$7K Buy
+40
New +$7.35K ﹤0.01% 551

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Highland Capital Management (Tennessee)'s SPG Position: Q3 2025 in Review

Highland Capital Management (Tennessee) sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 7,438 shares — an estimated $1.2M sold.

Highland Capital Management (Tennessee) first reported a position in SPG in Q2 2015 and held it in 21 quarters. The position peaked at $1.2M in Q2 2025. 1,222 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Highland Capital Management (Tennessee) reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 7,438 Simon Property Group shares in Q3 2025, an estimated $1.2M.
  • Highland Capital Management (Tennessee) first reported a position in Simon Property Group in Q2 2015 and held it in 21 quarters.
  • Highland Capital Management (Tennessee)'s Simon Property Group position peaked at $1.2M in Q2 2025.
  • 1,222 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q3 2025, filed 16 Oct 2025.