Lavaca Capital’s Simon Property Group SPG Stock Holding History

Lavaca Capital’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	$335K	Hold	1,500	–	–	0.03%	101
2026 Q1	$280K	Hold	1,500	–	–	0.05%	90
2025 Q4	$278K	Hold	1,500	–	–	0.04%	87
2025 Q3	$282K	Hold	1,500	–	–	0.05%	87
2025 Q2	$241K	Hold	1,500	–	–	0.09%	95
2025 Q1	$249K	Hold	1,500	–	–	0.1%	90
2024 Q4	$258K	Hold	1,500	–	–	0.1%	100
2024 Q3	$254K	Hold	1,500	–	–	0.11%	96
2024 Q2	$228K	Hold	1,500	–	–	0.12%	78
2024 Q1	$235K	Hold	1,500	–	–	0.14%	71
2023 Q4	$214K	Buy	+1,500	New	+$181K	0.12%	88

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

Lavaca Capital's SPG Position: Q2 2026 in Review

Lavaca Capital held its Simon Property Group (SPG) position steady in Q2 2026 at 1,500 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #101.

Lavaca Capital first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Lavaca Capital held 1,500 shares of Simon Property Group worth $335K as of Q2 2026.
Lavaca Capital left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.03% of Lavaca Capital's portfolio in Q2 2026, its #101 holding.
Lavaca Capital first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.