Laffer Tengler Investments’s Simon Property Group SPG Stock Holding History

Laffer Tengler Investments’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	$255K	Buy	1,140 +3	+0.3%	+$617	0.03%	166
2026 Q1	$212K	Sell	1,137 -260	-19%	-$49.6K	0.03%	181
2025 Q4	$259K	Buy	+1,397	New	+$254K	0.04%	158
2025 Q3	–	Sell	-1,487	Closed	-$239K	–	189
2025 Q2	$239K	Buy	+1,487	New	+$235K	0.04%	152
2024 Q4	–	Sell	-1,766	Closed	-$298K	–	170
2024 Q3	$298K	Hold	1,766	–	–	0.06%	139
2024 Q2	$268K	Buy	1,766 +751	+74%	+$111K	0.06%	151
2024 Q1	$159K	Buy	1,015 +79	+8%	+$11.6K	0.04%	163
2023 Q4	$134K	Sell	936 -2	-0.2%	-$242	0.04%	171
2023 Q3	$101K	Buy	938 +309	+49%	+$36.2K	0.03%	177
2023 Q2	$72.6K	Buy	+629	New	+$68.5K	0.02%	276
2020 Q1	–	Sell	-4,729	Closed	-$704K	–	135
2019 Q4	$704K	Buy	+4,729	New	+$709K	0.47%	66
2016 Q4	–	Sell	-9,192	Closed	-$1.9M	–	280
2016 Q3	$1.9M	Hold	9,192	–	–	0.53%	65
2016 Q2	$1.99M	Buy	+9,192	New	+$1.88M	0.57%	60

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 $3.37T AUM 44.26% 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

Laffer Tengler Investments's SPG Position: Q2 2026 in Review

Laffer Tengler Investments increased its Simon Property Group (SPG) stake by 0.26% in Q2 2026, buying an estimated $617 and bringing the position to 1,140 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #166.

Laffer Tengler Investments first reported a position in SPG in Q2 2016 and has held it in 13 quarters since. The position peaked at $1.99M in Q2 2016. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Laffer Tengler Investments held 1,140 shares of Simon Property Group worth $255K as of Q2 2026.
Laffer Tengler Investments bought 3 Simon Property Group shares in Q2 2026, an estimated $617.
Simon Property Group made up 0.03% of Laffer Tengler Investments's portfolio in Q2 2026, its #166 holding.
Laffer Tengler Investments first reported a position in Simon Property Group in Q2 2016 and has held it in 13 quarters since.
Laffer Tengler Investments's Simon Property Group position peaked at $1.99M in Q2 2016.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.