Ken Fisher
SPG icon

Ken Fisher’s Simon Property Group SPG Stock Holding History

Ken Fisher’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 		$493K Sell
2,641
-39
-1% -$7.44K ﹤0.01% 798
2025
Q4 		$496K Buy
2,680
+459
+21% +$83.4K ﹤0.01% 783
2025
Q3 		$417K Buy
+2,221
New +$383K ﹤0.01% 810
2014
Q3 		– Sell
-1,494
Closed -$248K – 566
2014
Q2 		$248K Buy
+1,494
New +$244K ﹤0.01% 495

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ken Fisher's SPG Position: Q1 2026 in Review

Ken Fisher reduced its Simon Property Group (SPG) stake by 1.5% in Q1 2026, selling an estimated $7.44K and leaving 2,641 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Ken Fisher first reported a position in SPG in Q2 2014 and has held it in 4 quarters since. The position peaked at $496K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Ken Fisher held 2,641 shares of Simon Property Group worth $493K as of Q1 2026.
  • Ken Fisher sold 39 Simon Property Group shares in Q1 2026, an estimated $7.44K.
  • Simon Property Group made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #798 holding.
  • Ken Fisher first reported a position in Simon Property Group in Q2 2014 and has held it in 4 quarters since.
  • Ken Fisher's Simon Property Group position peaked at $496K in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.