Interchange Capital Partners’s Simon Property Group SPG Stock Holding History

Interchange Capital Partners’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	$343K	Buy	1,534 +311	+25%	+$64K	0.06%	266
2026 Q1	$208K	Sell	1,223 -521	-30%	-$99.4K	0.07%	261
2025 Q4	$323K	Sell	1,744 -17	-1%	-$3.09K	0.06%	280
2025 Q3	$331K	Buy	+1,761	New	+$304K	0.06%	248
2023 Q2	–	Sell	-2,886	Closed	-$321K	–	215
2023 Q1	$321K	Buy	2,886 +759	+36%	+$90.6K	0.17%	136
2022 Q4	$250K	Sell	2,127 -447	-17%	-$49.7K	0.25%	95
2022 Q3	$231K	Sell	2,574 -1,293	-33%	-$132K	0.25%	124
2022 Q2	$367K	Buy	3,867 +127	+3%	+$14.6K	0.41%	70
2022 Q1	$492K	Buy	3,740 +180	+5%	+$25.6K	0.51%	64
2021 Q4	$568K	Buy	+3,560	New	+$543K	0.57%	51
2021 Q2	–	Sell	-1,944	Closed	-$345K	–	201
2021 Q1	$345K	Buy	1,944 +1,069	+122%	+$112K	0.19%	159
2020 Q4	$74K	Buy	+875	New	+$66.8K	0.04%	343

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

Interchange Capital Partners's SPG Position: Q2 2026 in Review

Interchange Capital Partners increased its Simon Property Group (SPG) stake by 25% in Q2 2026, buying an estimated $64K and bringing the position to 1,534 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #266.

Interchange Capital Partners first reported a position in SPG in Q4 2020 and has held it in 12 quarters since. The position peaked at $568K in Q4 2021. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Interchange Capital Partners held 1,534 shares of Simon Property Group worth $343K as of Q2 2026.
Interchange Capital Partners bought 311 Simon Property Group shares in Q2 2026, an estimated $64K.
Simon Property Group made up 0.06% of Interchange Capital Partners's portfolio in Q2 2026, its #266 holding.
Interchange Capital Partners first reported a position in Simon Property Group in Q4 2020 and has held it in 12 quarters since.
Interchange Capital Partners's Simon Property Group position peaked at $568K in Q4 2021.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.