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Mather Group’s Simon Property Group SPG Stock Holding History

Mather Group’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 		$830K Buy
3,712
+206
+6% +$42.4K 0.01% 416
2026
Q1 		$654K Buy
3,506
+151
+5% +$28.8K 0.01% 430
2025
Q4 		$621K Buy
3,355
+332
+11% +$60.3K 0.01% 366
2025
Q3 		$567K Buy
3,023
+7
+0.2% +$1.21K 0.01% 379
2025
Q2 		$485K Sell
3,016
-506
-14% -$79.9K 0.01% 397
2025
Q1 		$585K Buy
3,522
+166
+5% +$29K 0.01% 345
2024
Q4 		$578K Sell
3,356
-104
-3% -$18.3K 0.01% 325
2024
Q3 		$585K Buy
3,460
+428
+14% +$67.8K 0.01% 333
2024
Q2 		$475K Sell
3,032
-47
-2% -$6.92K 0.01% 425
2024
Q1 		$439K Buy
3,079
+13
+0.4% +$1.91K 0.01% 365
2023
Q4 		$437K Sell
3,066
-627
-17% -$75.8K 0.01% 379
2023
Q3 		$399K Sell
3,693
-26
-0.7% -$3.04K 0.01% 375
2023
Q2 		$429K Buy
+3,719
New +$405K 0.01% 376
2022
Q1 		– Sell
-1,362
Closed -$218K – 471
2021
Q4 		$218K Buy
+1,362
New +$208K ﹤0.01% 361

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

Mather Group's SPG Position: Q2 2026 in Review

Mather Group increased its Simon Property Group (SPG) stake by 5.9% in Q2 2026, buying an estimated $42.4K and bringing the position to 3,712 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #416.

Mather Group first reported a position in SPG in Q4 2021 and has held it in 14 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Mather Group held 3,712 shares of Simon Property Group worth $830K as of Q2 2026.
  • Mather Group bought 206 Simon Property Group shares in Q2 2026, an estimated $42.4K.
  • Simon Property Group made up 0.01% of Mather Group's portfolio in Q2 2026, its #416 holding.
  • Mather Group first reported a position in Simon Property Group in Q4 2021 and has held it in 14 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.