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

Hollencrest 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	$16.1K	Buy	72 +1	+1%	+$206	﹤0.01%	760
2026 Q1	$13.3K	Hold	71	–	–	﹤0.01%	788
2025 Q4	$13.1K	Buy	71 +1	+1%	+$182	﹤0.01%	780
2025 Q3	$13.1K	Sell	70 -4	-5%	-$691	﹤0.01%	761
2025 Q2	$11.9K	Buy	74 +1	+1%	+$158	﹤0.01%	742
2025 Q1	$12.2K	Hold	73	–	–	﹤0.01%	735
2024 Q4	$12.5K	Buy	73 +1	+1%	+$176	﹤0.01%	759
2024 Q3	$12.2K	Buy	72 +30	+71%	+$4.75K	﹤0.01%	729
2024 Q2	$6.32K	Buy	42 +1	+2%	+$147	﹤0.01%	802
2024 Q1	$6.34K	Buy	41 +1	+3%	+$147	﹤0.01%	775
2023 Q4	$5.71K	Sell	40 -560	-93%	-$67.7K	﹤0.01%	791
2023 Q3	$64.8K	Hold	600	–	–	0.01%	430
2023 Q2	$69.3K	Sell	600 -4,524	-88%	-$493K	0.01%	438
2023 Q1	$574K	Sell	5,124 -7	-0.1%	-$836	0.06%	165
2022 Q4	$603K	Sell	5,131 -396	-7%	-$44K	0.07%	143
2022 Q3	$496K	Buy	5,527 +11	+0.2%	+$1.13K	0.06%	151
2022 Q2	$524K	Hold	5,516	–	–	0.06%	158
2022 Q1	$726K	Hold	5,516	–	–	0.06%	157
2021 Q4	$881K	Buy	5,516 +100	+2%	+$15.3K	0.07%	137
2021 Q3	$704K	Hold	5,416	–	–	0.06%	155
2021 Q2	$707K	Sell	5,416 -200	-4%	-$24.9K	0.06%	154
2021 Q1	$639K	Buy	5,616 +3,200	+132%	+$334K	0.06%	169
2020 Q4	$206K	Buy	+2,416	New	+$184K	0.02%	298
2018 Q3	–	Sell	-2,779	Closed	-$473K	–	368
2018 Q2	$473K	Buy	+2,779	New	+$442K	0.06%	168

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 $3.38T AUM 44.17% 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

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

Hollencrest Capital Management increased its Simon Property Group (SPG) stake by 1.4% in Q2 2026, buying an estimated $206 and bringing the position to 72 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Hollencrest Capital Management first reported a position in SPG in Q2 2018 and has held it in 24 quarters since. The position peaked at $881K in Q4 2021. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Hollencrest Capital Management held 72 shares of Simon Property Group worth $16.1K as of Q2 2026.
Hollencrest Capital Management bought 1 Simon Property Group share in Q2 2026, an estimated $206.
Simon Property Group made up ﹤0.01% of Hollencrest Capital Management's portfolio in Q2 2026, its #760 holding.
Hollencrest Capital Management first reported a position in Simon Property Group in Q2 2018 and has held it in 24 quarters since.
Hollencrest Capital Management's Simon Property Group position peaked at $881K in Q4 2021.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.