IRC
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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
Q3 		$864K Sell
4,306
-125
-3% -$27.2K 0.15% 111
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Investors Research Corp's SPG Position: Q3 2026 in Review

Investors Research Corp reduced its Simon Property Group (SPG) stake by 2.8% in Q3 2026, selling an estimated $27.2K and leaving 4,306 shares worth $864K. The position accounts for 0.15% of the portfolio, ranked #111.

Investors Research Corp first reported a position in SPG in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.84M in Q1 2024. 52 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Investors Research Corp held 4,306 shares of Simon Property Group worth $864K as of Q3 2026.
  • Investors Research Corp sold 125 Simon Property Group shares in Q3 2026, an estimated $27.2K.
  • Simon Property Group made up 0.15% of Investors Research Corp's portfolio in Q3 2026, its #111 holding.
  • Investors Research Corp first reported a position in Simon Property Group in Q1 2020 and has held it in 27 quarters since.
  • Investors Research Corp's Simon Property Group position peaked at $1.84M in Q1 2024.
  • 52 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.