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 Q2	$1.49M	Hold	6,650	–	–	0.13%	127
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Knollwood Investment Advisory's SPG Position: Q2 2026 in Review

Knollwood Investment Advisory held its Simon Property Group (SPG) position steady in Q2 2026 at 6,650 shares worth $1.49M. The position accounts for 0.13% of the portfolio, ranked #127.

Knollwood Investment Advisory first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Knollwood Investment Advisory held 6,650 shares of Simon Property Group worth $1.49M as of Q2 2026.
Knollwood Investment Advisory left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.13% of Knollwood Investment Advisory's portfolio in Q2 2026, its #127 holding.
Knollwood Investment Advisory first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.