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IEQ Capital’s Simon Property Group SPG Stock Holding History

IEQ Capital’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 		$378K Sell
1,689
-1,036
-38% -$213K ﹤0.01% 1533
2026
Q1 		$508K Sell
2,725
-32,455
-92% -$6.19M ﹤0.01% 1299
2025
Q4 		$6.51M Sell
35,180
-4,541
-11% -$825K 0.02% 457
2025
Q3 		$7.45M Buy
39,721
+22,612
+132% +$3.9M 0.02% 395
2025
Q2 		$2.75M Sell
17,109
-5,490
-24% -$867K 0.02% 576
2025
Q1 		$3.75M Buy
22,599
+4,286
+23% +$749K 0.03% 409
2024
Q4 		$3.15M Buy
18,313
+1,729
+10% +$303K 0.03% 388
2024
Q3 		$2.8M Buy
16,584
+2,218
+15% +$351K 0.03% 302
2024
Q2 		$2.18M Buy
14,366
+1,484
+12% +$219K 0.03% 316
2024
Q1 		$2.02M Buy
12,882
+1,199
+10% +$176K 0.03% 316
2023
Q4 		$1.67M Buy
11,683
+926
+9% +$112K 0.03% 322
2023
Q3 		$1.16M Sell
10,757
-194
-2% -$22.7K 0.02% 367
2023
Q2 		$1.26M Sell
10,951
-208
-2% -$22.7K 0.03% 343
2023
Q1 		$1.25M Buy
11,159
+71
+0.6% +$8.48K 0.03% 340
2022
Q4 		$1.3M Sell
11,088
-3,623
-25% -$403K 0.04% 316
2022
Q3 		$1.32M Buy
14,711
+7,150
+95% +$731K 0.04% 308
2022
Q2 		$718K Buy
7,561
+1,128
+18% +$129K 0.02% 385
2022
Q1 		$846K Buy
6,433
+798
+14% +$114K 0.02% 369
2021
Q4 		$900K Sell
5,635
-366
-6% -$55.9K 0.02% 328
2021
Q3 		$779K Buy
6,001
+2,383
+66% +$310K 0.02% 332
2021
Q2 		$472K Buy
3,618
+1,415
+64% +$176K 0.01% 374
2021
Q1 		$251K Buy
+2,203
New +$230K 0.01% 410
2020
Q1 		– Sell
-1,352
Closed -$202K – 427
2019
Q4 		$202K Buy
+1,352
New +$203K 0.02% 386

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

IEQ Capital's SPG Position: Q2 2026 in Review

IEQ Capital reduced its Simon Property Group (SPG) stake by 38% in Q2 2026, selling an estimated $213K and leaving 1,689 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

IEQ Capital first reported a position in SPG in Q4 2019 and has held it in 23 quarters since. The position peaked at $7.45M in Q3 2025. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • IEQ Capital held 1,689 shares of Simon Property Group worth $378K as of Q2 2026.
  • IEQ Capital sold 1,036 Simon Property Group shares in Q2 2026, an estimated $213K.
  • Simon Property Group made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1533 holding.
  • IEQ Capital first reported a position in Simon Property Group in Q4 2019 and has held it in 23 quarters since.
  • IEQ Capital's Simon Property Group position peaked at $7.45M in Q3 2025.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.