Lederer & Associates Investment Counsel’s Simon Property Group SPG Stock Holding History
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
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. 1,360 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.
- 1,360 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.