MHR
SPG icon

Matthew Hamilton Rosenberg’s Simon Property Group SPG Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$164K Hold
816
– – 0.03% 265
2026
Q2 		$182K Hold
816
– – 0.03% 249
2026
Q1 		$152K Hold
816
– – 0.03% 256
2025
Q4 		$151K Sell
816
-8
-1% -$1.45K 0.03% 259
2025
Q3 		$155K Hold
824
– – 0.03% 248
2025
Q2 		$132K Buy
824
+55
+7% +$8.69K 0.03% 279
2025
Q1 		$128K Sell
769
-54
-7% -$9.44K 0.03% 268
2024
Q4 		$142K Hold
823
– – 0.04% 242
2024
Q3 		$139K Buy
823
+6
+0.7% +$950 0.04% 254
2024
Q2 		$120K Sell
817
-46
-5% -$6.78K 0.04% 257
2024
Q1 		$132K Hold
863
– – 0.04% 262
2023
Q4 		$123K Sell
863
-86
-9% -$10.4K 0.04% 263
2023
Q3 		$103K Sell
949
-46
-5% -$5.39K 0.03% 276
2023
Q2 		$115K Sell
995
-50
-5% -$5.45K 0.04% 265
2023
Q1 		$117K Buy
1,045
+80
+8% +$9.6K 0.04% 280
2022
Q4 		$113K Buy
965
+46
+5% +$5.11K 0.04% 284
2022
Q3 		$82K Sell
919
-108
-11% -$11K 0.03% 331
2022
Q2 		$98K Sell
1,027
-12
-1% -$1.38K 0.04% 300
2022
Q1 		$137K Buy
1,039
+54
+5% +$7.69K 0.05% 257
2021
Q4 		$157K Buy
985
+123
+14% +$18.8K 0.06% 230
2021
Q3 		$112K Buy
862
+51
+6% +$6.64K 0.04% 266
2021
Q2 		$106K Hold
811
– – 0.06% 243
2021
Q1 		$92K Buy
811
+656
+423% +$68.4K 0.05% 259
2020
Q4 		$13K Buy
155
+3
+2% +$229 0.01% 449
2020
Q3 		$10K Hold
152
– – 0.01% 457
2020
Q2 		$10K Buy
+152
New +$9.5K 0.01% 481

Other funds holding SPG

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Matthew Hamilton Rosenberg's SPG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Simon Property Group (SPG) position steady in Q3 2026 at 816 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #265.

Matthew Hamilton Rosenberg first reported a position in SPG in Q2 2020 and has held it in 26 quarters since. The position peaked at $182K in Q2 2026. 327 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Matthew Hamilton Rosenberg held 816 shares of Simon Property Group worth $164K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #265 holding.
  • Matthew Hamilton Rosenberg first reported a position in Simon Property Group in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Simon Property Group position peaked at $182K in Q2 2026.
  • 327 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.