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Knollwood Investment Advisory’s Simon Property Group SPG Stock Holding History

Knollwood Investment Advisory’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 		$1.24M Hold
6,650
– – 0.13% 145
2025
Q4 		$1.23M Hold
6,650
– – 0.12% 153
2025
Q3 		$1.25M Hold
6,650
– – 0.11% 166
2025
Q2 		$1.07M Hold
6,650
– – 0.1% 183
2025
Q1 		$1.1M Hold
6,650
– – 0.12% 173
2024
Q4 		$1.15M Hold
6,650
– – 0.12% 173
2024
Q3 		$1.12M Hold
6,650
– – 0.12% 181
2024
Q2 		$1.01M Buy
+6,650
New +$980K 0.11% 186

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Knollwood Investment Advisory's SPG Position: Q1 2026 in Review

Knollwood Investment Advisory held its Simon Property Group (SPG) position steady in Q1 2026 at 6,650 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #145.

Knollwood Investment Advisory first reported a position in SPG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q3 2025. 1,306 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Knollwood Investment Advisory held 6,650 shares of Simon Property Group worth $1.24M as of Q1 2026.
  • Knollwood Investment Advisory left its Simon Property Group share count unchanged in Q1 2026.
  • Simon Property Group made up 0.13% of Knollwood Investment Advisory's portfolio in Q1 2026, its #145 holding.
  • Knollwood Investment Advisory first reported a position in Simon Property Group in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's Simon Property Group position peaked at $1.25M in Q3 2025.
  • 1,306 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.