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
Sell
-1,272
Closed -$237K 660
2026
Q1
$237K Buy
+1,272
New +$243K 0.01% 268

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. 1,359 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.
  • 1,359 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.