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Investors Research Corp’s Simon Property Group SPG Stock Holding History

Investors Research Corp’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 		$991K Buy
4,431
+141
+3% +$29K 0.18% 100
2026
Q1 		$800K Sell
4,290
-1,289
-23% -$246K 0.15% 125
2025
Q4 		$1.03M Buy
5,579
+39
+0.7% +$7.08K 0.19% 102
2025
Q3 		$1.04M Hold
5,540
– – 0.19% 106
2025
Q2 		$891K Hold
5,540
– – 0.17% 119
2025
Q1 		$920K Sell
5,540
-148
-3% -$25.9K 0.2% 113
2024
Q4 		$980K Sell
5,688
-643
-10% -$113K 0.22% 101
2024
Q3 		$1.07M Sell
6,331
-5,456
-46% -$864K 0.23% 93
2024
Q2 		$1.79M Hold
11,787
– – 0.42% 46
2024
Q1 		$1.84M Sell
11,787
-450
-4% -$66K 0.43% 43
2023
Q4 		$1.75M Hold
12,237
– – 0.42% 47
2023
Q3 		$1.32M Hold
12,237
– – 0.35% 61
2023
Q2 		$1.41M Hold
12,237
– – 0.36% 57
2023
Q1 		$1.37M Sell
12,237
-225
-2% -$26.9K 0.36% 58
2022
Q4 		$1.46M Buy
12,462
+880
+8% +$97.8K 0.4% 51
2022
Q3 		$1.04M Buy
11,582
+1,475
+15% +$151K 0.32% 73
2022
Q2 		$959K Buy
10,107
+670
+7% +$76.8K 0.29% 86
2022
Q1 		$1.24M Buy
9,437
+7,523
+393% +$1.07M 0.35% 75
2021
Q4 		$306K Sell
1,914
-250
-12% -$38.2K 0.09% 243
2021
Q3 		$281K Buy
2,164
+250
+13% +$32.5K 0.09% 250
2021
Q2 		$250K Hold
1,914
– – 0.09% 267
2021
Q1 		$218K Hold
1,914
– – 0.08% 290
2020
Q4 		$163K Hold
1,914
– – 0.06% 332
2020
Q3 		$124K Hold
1,914
– – 0.06% 350
2020
Q2 		$131K Buy
1,914
+89
+5% +$5.58K 0.07% 322
2020
Q1 		$100K Buy
+1,825
New +$218K 0.06% 331

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

Investors Research Corp's SPG Position: Q2 2026 in Review

Investors Research Corp increased its Simon Property Group (SPG) stake by 3.3% in Q2 2026, buying an estimated $29K and bringing the position to 4,431 shares worth $991K. The position accounts for 0.18% of the portfolio, ranked #100.

Investors Research Corp first reported a position in SPG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.84M in Q1 2024. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Investors Research Corp held 4,431 shares of Simon Property Group worth $991K as of Q2 2026.
  • Investors Research Corp bought 141 Simon Property Group shares in Q2 2026, an estimated $29K.
  • Simon Property Group made up 0.18% of Investors Research Corp's portfolio in Q2 2026, its #100 holding.
  • Investors Research Corp first reported a position in Simon Property Group in Q1 2020 and has held it in 26 quarters since.
  • Investors Research Corp's Simon Property Group position peaked at $1.84M in Q1 2024.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.