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InceptionR’s Simon Property Group SPG Stock Holding History

InceptionR’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 		$486K Buy
+2,171
New +$447K 0.12% 319
2025
Q3 		– Sell
-2,997
Closed -$482K – 927
2025
Q2 		$482K Buy
+2,997
New +$474K 0.11% 330
2025
Q1 		– Sell
-5,150
Closed -$887K – 814
2024
Q4 		$887K Sell
5,150
-673
-12% -$118K 0.2% 192
2024
Q3 		$984K Buy
5,823
+4,431
+318% +$702K 0.24% 132
2024
Q2 		$211K Sell
1,392
-5,092
-79% -$750K 0.06% 506
2024
Q1 		$1.01M Buy
+6,484
New +$951K 0.26% 139

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

InceptionR's SPG Position: Q2 2026 in Review

InceptionR opened a new position in Simon Property Group (SPG) in Q2 2026: 2,171 shares worth $486K. The stake represents 0.12% of the portfolio and ranks #319 among its holdings. This is a return to the name: InceptionR previously reported a position in SPG as recently as Q2 2025.

InceptionR first reported a position in SPG in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • InceptionR held 2,171 shares of Simon Property Group worth $486K as of Q2 2026.
  • Simon Property Group was a new InceptionR position in Q2 2026.
  • Simon Property Group made up 0.12% of InceptionR's portfolio in Q2 2026, its #319 holding.
  • InceptionR first reported a position in Simon Property Group in Q1 2024 and has held it in 6 quarters since.
  • InceptionR's Simon Property Group position peaked at $1.01M in Q1 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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