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INVST’s Simon Property Group SPG Stock Holding History

INVST’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
Q1 		– Sell
-4,147
Closed -$768K – 382
2025
Q4 		$768K Sell
4,147
-311
-7% -$56.5K 0.08% 192
2025
Q3 		$837K Sell
4,458
-123
-3% -$21.2K 0.1% 173
2025
Q2 		$736K Sell
4,581
-95
-2% -$15K 0.09% 177
2025
Q1 		$777K Sell
4,676
-177
-4% -$30.9K 0.11% 150
2024
Q4 		$836K Buy
4,853
+29
+0.6% +$5.09K 0.1% 129
2024
Q3 		$815K Sell
4,824
-141
-3% -$22.3K 0.1% 130
2024
Q2 		$727K Sell
4,965
-340
-6% -$50.1K 0.08% 134
2024
Q1 		$814K Sell
5,305
-1,162
-18% -$170K 0.1% 121
2023
Q4 		$927K Sell
6,467
-17
-0.3% -$2.06K 0.12% 107
2023
Q3 		$700K Sell
6,484
-1,112
-15% -$130K 0.1% 117
2023
Q2 		$877K Sell
7,596
-391
-5% -$42.6K 0.13% 92
2023
Q1 		$883K Sell
7,987
-636
-7% -$75.9K 0.14% 85
2022
Q4 		$1.11M Sell
8,623
-266
-3% -$29.6K 0.17% 75
2022
Q3 		$822K Buy
8,889
+1,749
+24% +$179K 0.14% 84
2022
Q2 		$795K Buy
7,140
+3,037
+74% +$348K 0.12% 95
2022
Q1 		$485K Buy
4,103
+137
+3% +$19.5K 0.08% 117
2021
Q4 		$532K Buy
3,966
+1,002
+34% +$153K 0.08% 102
2021
Q3 		$385K Buy
2,964
+112
+4% +$14.6K 0.06% 133
2021
Q2 		$355K Buy
2,852
+575
+25% +$71.5K 0.06% 135
2021
Q1 		$277K Buy
+2,277
New +$238K 0.05% 156
2019
Q2 		– Sell
-1,199
Closed -$219K – 82
2019
Q1 		$219K Buy
+1,199
New +$213K 0.11% 61

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

INVST's SPG Position: Q1 2026 in Review

INVST sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 4,147 shares — an estimated $768K sold.

INVST first reported a position in SPG in Q1 2019 and held it in 21 quarters. The position peaked at $1.11M in Q4 2022. 1,310 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • INVST reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • INVST sold 4,147 Simon Property Group shares in Q1 2026, an estimated $768K.
  • INVST first reported a position in Simon Property Group in Q1 2019 and held it in 21 quarters.
  • INVST's Simon Property Group position peaked at $1.11M in Q4 2022.
  • 1,310 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.