Lederer & Associates Investment Counsel’s Simon Property Group SPG Stock Holding History

Lederer & Associates Investment Counsel’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	$556K	Hold	2,487	–	–	0.37%	69
2026 Q1	$464K	Hold	2,487	–	–	0.33%	72
2025 Q4	$460K	Sell	2,487 -52	-2%	-$9.45K	0.31%	73
2025 Q3	$476K	Buy	2,539 +14	+0.6%	+$2.42K	0.31%	74
2025 Q2	$406K	Sell	2,525 -321	-11%	-$50.7K	0.27%	79
2025 Q1	$473K	Sell	2,846 -53	-2%	-$9.26K	0.35%	69
2024 Q4	$499K	Sell	2,899 -108	-4%	-$19K	0.35%	72
2024 Q3	$508K	Hold	3,007	–	–	0.36%	71
2024 Q2	$456K	Hold	3,007	–	–	0.33%	72
2024 Q1	$471K	Buy	3,007 +69	+2%	+$10.1K	0.33%	74
2023 Q4	$419K	Sell	2,938 -97	-3%	-$11.7K	0.31%	75
2023 Q3	$328K	Hold	3,035	–	–	0.26%	77
2023 Q2	$350K	Sell	3,035 -97	-3%	-$10.6K	0.26%	78
2023 Q1	$351K	Hold	3,132	–	–	0.27%	80
2022 Q4	$368K	Buy	3,132 +138	+5%	+$15.3K	0.3%	78
2022 Q3	$269K	Buy	2,994 +8	+0.3%	+$818	0.23%	81
2022 Q2	$283K	Sell	2,986 -332	-10%	-$38K	0.22%	82
2022 Q1	$437K	Buy	3,318 +51	+2%	+$7.27K	0.27%	81
2021 Q4	$522K	Buy	3,267 +686	+27%	+$105K	0.3%	76
2021 Q3	$335K	Buy	+2,581	New	+$336K	0.22%	81
2019 Q3	–	Sell	-1,977	Closed	-$316K	–	92
2019 Q2	$316K	Sell	1,977 -165	-8%	-$28.4K	0.29%	77
2019 Q1	$390K	Hold	2,142	–	–	0.36%	67
2018 Q4	$360K	Sell	2,142 -45	-2%	-$8.04K	0.38%	66
2018 Q3	$387K	Hold	2,187	–	–	0.33%	69
2018 Q2	$372K	Sell	2,187 -625	-22%	-$99.5K	0.34%	71
2018 Q1	$434K	Buy	2,812 +410	+17%	+$65.2K	0.39%	64
2017 Q4	$413K	Buy	2,402 +182	+8%	+$29.6K	0.37%	65
2017 Q3	$357K	Sell	2,220 -135	-6%	-$21.6K	0.34%	64
2017 Q2	$381K	Sell	2,355 -195	-8%	-$31.7K	0.37%	63
2017 Q1	$439K	Buy	2,550 +25	+1%	+$4.47K	0.41%	63
2016 Q4	$449K	Buy	+2,525	New	+$469K	0.45%	59

Other funds holding SPG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lederer & Associates Investment Counsel's SPG Position: Q2 2026 in Review

Lederer & Associates Investment Counsel held its Simon Property Group (SPG) position steady in Q2 2026 at 2,487 shares worth $556K. The position accounts for 0.37% of the portfolio, ranked #69.

Lederer & Associates Investment Counsel first reported a position in SPG in Q4 2016 and has held it in 31 quarters since. 495 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Lederer & Associates Investment Counsel held 2,487 shares of Simon Property Group worth $556K as of Q2 2026.
Lederer & Associates Investment Counsel left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.37% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #69 holding.
Lederer & Associates Investment Counsel first reported a position in Simon Property Group in Q4 2016 and has held it in 31 quarters since.
495 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.