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 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%	+$9.55K	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	+$9.54K	0.01%	481

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Matthew Hamilton Rosenberg's SPG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Simon Property Group (SPG) position steady in Q2 2026 at 816 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #249.

Matthew Hamilton Rosenberg first reported a position in SPG in Q2 2020 and has held it in 25 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Matthew Hamilton Rosenberg held 816 shares of Simon Property Group worth $182K as of Q2 2026.
Matthew Hamilton Rosenberg left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #249 holding.
Matthew Hamilton Rosenberg first reported a position in Simon Property Group in Q2 2020 and has held it in 25 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.