Logan Capital Management’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 | $284K | Buy |
+1,272
| New | +$262K | 0.01% | 266 |
|
|
2026
Q1 | – | Sell |
-1,275
| Closed | -$243K | – | 492 |
|
|
2025
Q4 | $236K | Hold |
1,275
| – | – | 0.01% | 267 |
|
|
2025
Q3 | $239K | Hold |
1,275
| – | – | 0.01% | 262 |
|
|
2025
Q2 | $205K | Hold |
1,275
| – | – | 0.01% | 264 |
|
|
2025
Q1 | $212K | Hold |
1,275
| – | – | 0.01% | 274 |
|
|
2024
Q4 | $220K | Buy |
1,275
+3
| +0.2% | +$527 | 0.01% | 281 |
|
|
2024
Q3 | $215K | Hold |
1,272
| – | – | 0.01% | 286 |
|
|
2024
Q2 | $193K | Hold |
1,272
| – | – | 0.01% | 289 |
|
|
2024
Q1 | $199K | Hold |
1,272
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $181K | Hold |
1,272
| – | – | 0.01% | 294 |
|
|
2023
Q3 | $137K | Hold |
1,272
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $147K | Hold |
1,272
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $142K | Hold |
1,272
| – | – | 0.01% | 304 |
|
|
2022
Q4 | $149K | Hold |
1,272
| – | – | 0.01% | 303 |
|
|
2022
Q3 | $114K | Hold |
1,272
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $121K | Hold |
1,272
| – | – | 0.01% | 300 |
|
|
2022
Q1 | $167K | Sell |
1,272
-108
| -8% | -$15.4K | 0.01% | 296 |
|
|
2021
Q4 | $221K | Buy |
1,380
+1,271
| +1,166% | +$194K | 0.01% | 288 |
|
|
2021
Q3 | $14K | Hold |
109
| – | – | ﹤0.01% | 442 |
|
|
2021
Q2 | $14K | Buy |
109
+108
| +10,800% | +$13.4K | ﹤0.01% | 439 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | +$104 | ﹤0.01% | 500 |
|
|
2019
Q4 | – | Sell |
-1,540
| Closed | -$240K | – | 300 |
|
|
2019
Q3 | $240K | Sell |
1,540
-1,380
| -47% | -$215K | 0.01% | 283 |
|
|
2019
Q2 | $466K | Hold |
2,920
| – | – | 0.03% | 256 |
|
|
2019
Q1 | $532K | Hold |
2,920
| – | – | 0.03% | 249 |
|
|
2018
Q4 | $491K | Hold |
2,920
| – | – | 0.04% | 229 |
|
|
2018
Q3 | $516K | Buy |
2,920
+500
| +21% | +$88.4K | 0.03% | 238 |
|
|
2018
Q2 | $412K | Hold |
2,420
| – | – | 0.03% | 241 |
|
|
2018
Q1 | $374K | Hold |
2,420
| – | – | 0.03% | 243 |
|
|
2017
Q4 | $416K | Hold |
2,420
| – | – | 0.03% | 234 |
|
|
2017
Q3 | $390K | Hold |
2,420
| – | – | 0.03% | 235 |
|
|
2017
Q2 | $391K | Sell |
2,420
-15
| -0.6% | -$2.44K | 0.03% | 231 |
|
|
2017
Q1 | $419K | Buy |
2,435
+15
| +0.6% | +$2.68K | 0.03% | 227 |
|
|
2016
Q4 | $430K | Hold |
2,420
| – | – | 0.03% | 232 |
|
|
2016
Q3 | $501K | Hold |
2,420
| – | – | 0.04% | 221 |
|
|
2016
Q2 | $525K | Hold |
2,420
| – | – | 0.04% | 213 |
|
|
2016
Q1 | $503K | Hold |
2,420
| – | – | 0.04% | 239 |
|
|
2015
Q4 | $471K | Hold |
2,420
| – | – | 0.04% | 235 |
|
|
2015
Q3 | $445K | Hold |
2,420
| – | – | 0.04% | 235 |
|
|
2015
Q2 | $419K | Hold |
2,420
| – | – | 0.03% | 254 |
|
|
2015
Q1 | $473K | Hold |
2,420
| – | – | 0.03% | 235 |
|
|
2014
Q4 | $441K | Hold |
2,420
| – | – | 0.03% | 238 |
|
|
2014
Q3 | $398K | Hold |
2,420
| – | – | 0.03% | 233 |
|
|
2014
Q2 | $402K | Sell |
2,420
-152
| -6% | -$24.8K | 0.03% | 226 |
|
|
2014
Q1 | $397K | Hold |
2,572
| – | – | 0.03% | 216 |
|
|
2013
Q4 | $368K | Hold |
2,572
| – | – | 0.03% | 218 |
|
|
2013
Q3 | $359K | Hold |
2,572
| – | – | 0.03% | 209 |
|
|
2013
Q2 | $377K | Buy |
+2,572
| New | +$412K | 0.03% | 195 |
|
Other funds holding SPG
Logan Capital Management's SPG Position: Q2 2026 in Review
Logan Capital Management opened a new position in Simon Property Group (SPG) in Q2 2026: 1,272 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in SPG as recently as Q4 2025.
Logan Capital Management first reported a position in SPG in Q2 2013 and has held it in 47 quarters since. The position peaked at $532K in Q1 2019. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Logan Capital Management held 1,272 shares of Simon Property Group worth $284K as of Q2 2026.
- Simon Property Group was a new Logan Capital Management position in Q2 2026.
- Simon Property Group made up 0.01% of Logan Capital Management's portfolio in Q2 2026, its #266 holding.
- Logan Capital Management first reported a position in Simon Property Group in Q2 2013 and has held it in 47 quarters since.
- Logan Capital Management's Simon Property Group position peaked at $532K in Q1 2019.
- 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.