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MAI Capital Management’s Simon Property Group SPG Stock Holding History

MAI Capital Management’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 		$8.07M Buy
36,103
+1,219
+3% +$251K 0.03% 385
2026
Q1 		$6.51M Buy
34,884
+255
+0.7% +$48.6K 0.04% 358
2025
Q4 		$6.41M Buy
34,629
+550
+2% +$99.9K 0.04% 349
2025
Q3 		$6.4M Sell
34,079
-52
-0.2% -$8.98K 0.04% 319
2025
Q2 		$5.49M Buy
34,131
+774
+2% +$122K 0.04% 318
2025
Q1 		$5.54M Buy
33,357
+138
+0.4% +$24.1K 0.04% 308
2024
Q4 		$5.72M Buy
33,219
+30,571
+1,154% +$5.37M 0.04% 306
2024
Q3 		$448K Sell
2,648
-3,997
-60% -$633K ﹤0.01% 767
2024
Q2 		$1.01M Buy
6,645
+380
+6% +$56K 0.01% 600
2024
Q1 		$980K Buy
6,265
+902
+17% +$132K 0.01% 588
2023
Q4 		$765K Buy
5,363
+971
+22% +$117K 0.01% 564
2023
Q3 		$475K Buy
4,392
+503
+13% +$58.9K 0.01% 655
2023
Q2 		$449K Sell
3,889
-971
-20% -$106K 0.01% 681
2023
Q1 		$544K Sell
4,860
-810
-14% -$96.7K 0.01% 611
2022
Q4 		$666K Buy
5,670
+2,426
+75% +$270K 0.01% 530
2022
Q3 		$291K Sell
3,244
-537
-14% -$54.9K 0.01% 706
2022
Q2 		$359K Buy
3,781
+65
+2% +$7.45K 0.01% 640
2022
Q1 		$489K Buy
3,716
+127
+4% +$18.1K 0.01% 565
2021
Q4 		$573K Sell
3,589
-158
-4% -$24.1K 0.01% 530
2021
Q3 		$487K Buy
3,747
+64
+2% +$8.33K 0.01% 519
2021
Q2 		$481K Buy
3,683
+41
+1% +$5.1K 0.01% 501
2021
Q1 		$414K Sell
3,642
-1,634
-31% -$170K 0.01% 511
2020
Q4 		$450K Buy
5,276
+275
+5% +$21K 0.01% 467
2020
Q3 		$323K Buy
5,001
+1,338
+37% +$87.7K 0.01% 466
2020
Q2 		$250K Buy
+3,663
New +$230K 0.01% 481
2019
Q2 		– Sell
-1,178
Closed -$215K – 562
2019
Q1 		$215K Sell
1,178
-59
-5% -$10.5K 0.01% 421
2018
Q4 		$208K Buy
+1,237
New +$221K 0.01% 407

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAI Capital Management's SPG Position: Q2 2026 in Review

MAI Capital Management increased its Simon Property Group (SPG) stake by 3.5% in Q2 2026, buying an estimated $251K and bringing the position to 36,103 shares worth $8.07M. The position accounts for 0.03% of the portfolio, ranked #385.

MAI Capital Management first reported a position in SPG in Q4 2018 and has held it in 27 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • MAI Capital Management held 36,103 shares of Simon Property Group worth $8.07M as of Q2 2026.
  • MAI Capital Management bought 1,219 Simon Property Group shares in Q2 2026, an estimated $251K.
  • Simon Property Group made up 0.03% of MAI Capital Management's portfolio in Q2 2026, its #385 holding.
  • MAI Capital Management first reported a position in Simon Property Group in Q4 2018 and has held it in 27 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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