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Marino Stram & Associates’s Simon Property Group SPG Stock Holding History

Marino Stram & Associates’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
Q1 		$1.18M Buy
6,337
+7
+0.1% +$1.33K 0.21% 75
2025
Q4 		$1.17M Buy
6,330
+18
+0.3% +$3.27K 0.21% 72
2025
Q3 		$1.18M Sell
6,312
-19
-0.3% -$3.28K 0.21% 76
2025
Q2 		$1.02M Buy
6,331
+156
+3% +$24.6K 0.21% 82
2025
Q1 		$1.03M Buy
6,175
+6
+0.1% +$1.05K 0.23% 74
2024
Q4 		$1.06M Sell
6,169
-1
-0% -$176 0.24% 70
2024
Q3 		$1.04M Hold
6,170
– – 0.23% 71
2024
Q2 		$937K Sell
6,170
-125
-2% -$18.4K 0.23% 73
2024
Q1 		$985K Buy
6,295
+93
+1% +$13.6K 0.23% 72
2023
Q4 		$885K Buy
6,202
+170
+3% +$20.5K 0.23% 69
2023
Q3 		$652K Buy
6,032
+113
+2% +$13.2K 0.19% 83
2023
Q2 		$683K Sell
5,919
-195
-3% -$21.2K 0.19% 79
2023
Q1 		$685K Buy
6,114
+459
+8% +$54.8K 0.21% 76
2022
Q4 		$664K Buy
5,655
+229
+4% +$25.5K 0.21% 77
2022
Q3 		$487K Buy
5,426
+53
+1% +$5.42K 0.18% 89
2022
Q2 		$510K Buy
5,373
+410
+8% +$47K 0.18% 92
2022
Q1 		$653K Buy
4,963
+51
+1% +$7.27K 0.21% 81
2021
Q4 		$785K Buy
4,912
+322
+7% +$49.1K 0.24% 69
2021
Q3 		$597K Buy
+4,590
New +$597K 0.21% 78
2021
Q2 		– Sell
-3,416
Closed -$389K – 297
2021
Q1 		$389K Buy
3,416
+1,050
+44% +$110K 0.15% 98
2020
Q4 		$202K Buy
+2,366
New +$181K 0.09% 122
2019
Q2 		– Sell
-178
Closed -$32K – 484
2019
Q1 		$32K Buy
+178
New +$31.6K 0.02% 202

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marino Stram & Associates's SPG Position: Q1 2026 in Review

Marino Stram & Associates increased its Simon Property Group (SPG) stake by 0.11% in Q1 2026, buying an estimated $1.33K and bringing the position to 6,337 shares worth $1.18M. The position accounts for 0.21% of the portfolio, ranked #75.

Marino Stram & Associates first reported a position in SPG in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.18M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Marino Stram & Associates held 6,337 shares of Simon Property Group worth $1.18M as of Q1 2026.
  • Marino Stram & Associates bought 7 Simon Property Group shares in Q1 2026, an estimated $1.33K.
  • Simon Property Group made up 0.21% of Marino Stram & Associates's portfolio in Q1 2026, its #75 holding.
  • Marino Stram & Associates first reported a position in Simon Property Group in Q1 2019 and has held it in 22 quarters since.
  • Marino Stram & Associates's Simon Property Group position peaked at $1.18M in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.