Hoey Investments’s Simon Property Group SPG Stock Holding History

Hoey 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	$196K	Buy	875 +100	+13%	+$20.6K	0.03%	90
2026 Q1	$145K	Buy	775 +200	+35%	+$38.1K	0.02%	92
2025 Q4	$106K	Buy	575 +200	+53%	+$36.3K	0.01%	110
2025 Q3	$70.4K	Hold	375	–	–	0.01%	144
2025 Q2	$60.3K	Hold	375	–	–	0.01%	145
2025 Q1	$62.3K	Hold	375	–	–	0.01%	132
2024 Q4	$64.6K	Hold	375	–	–	0.01%	120
2024 Q3	$56.9K	Hold	375	–	–	0.01%	122
2024 Q2	$56.9K	Hold	375	–	–	0.01%	122
2024 Q1	$58.7K	Hold	375	–	–	0.01%	117
2023 Q4	$53.5K	Hold	375	–	–	0.02%	117
2023 Q3	$40.5K	Hold	375	–	–	0.01%	135
2023 Q2	$43.3K	Hold	375	–	–	0.01%	133
2023 Q1	$42K	Hold	375	–	–	0.02%	141
2022 Q4	$44.1K	Hold	375	–	–	0.02%	139
2022 Q3	$34K	Hold	375	–	–	0.01%	161
2022 Q2	$36K	Sell	375 -400	-52%	-$45.8K	0.02%	132
2022 Q1	$102K	Hold	775	–	–	0.03%	86
2021 Q4	$124K	Hold	775	–	–	0.03%	75
2021 Q3	$101K	Buy	775 +400	+107%	+$52.1K	0.03%	82
2021 Q2	$49K	Hold	375	–	–	0.01%	107
2021 Q1	$43K	Hold	375	–	–	0.01%	111
2020 Q4	$32K	Hold	375	–	–	0.01%	100
2020 Q3	$24K	Buy	+375	New	+$24.6K	0.01%	82

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

Hoey Investments's SPG Position: Q2 2026 in Review

Hoey Investments increased its Simon Property Group (SPG) stake by 13% in Q2 2026, buying an estimated $20.6K and bringing the position to 875 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #90.

Hoey Investments first reported a position in SPG in Q3 2020 and has held it in 24 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Hoey Investments held 875 shares of Simon Property Group worth $196K as of Q2 2026.
Hoey Investments bought 100 Simon Property Group shares in Q2 2026, an estimated $20.6K.
Simon Property Group made up 0.03% of Hoey Investments's portfolio in Q2 2026, its #90 holding.
Hoey Investments first reported a position in Simon Property Group in Q3 2020 and has held it in 24 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.