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McGinn Penninger Investment Management’s Simon Property Group SPG Stock Holding History

McGinn Penninger Investment 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 		$4.7M Sell
21,012
-200
-0.9% -$41.2K 2.86% 18
2026
Q1 		$3.96M Sell
21,212
-1,456
-6% -$278K 2.59% 21
2025
Q4 		$4.2M Buy
22,668
+44
+0.2% +$7.99K 2.44% 21
2025
Q3 		$4.25M Sell
22,624
-7,501
-25% -$1.29M 2.49% 19
2025
Q2 		$4.84M Buy
30,125
+7
+0% +$1.11K 3.06% 14
2025
Q1 		$5M Sell
30,118
-425
-1% -$74.3K 3.27% 12
2024
Q4 		$5.26M Sell
30,543
-201
-0.7% -$35.3K 3.51% 12
2024
Q3 		$5.2M Hold
30,744
– – 3.46% 10
2024
Q2 		$4.67M Sell
30,744
-85
-0.3% -$12.5K 3.17% 13
2024
Q1 		$4.82M Sell
30,829
-65
-0.2% -$9.53K 3.16% 15
2023
Q4 		$4.41M Sell
30,894
-552
-2% -$66.7K 3.2% 17
2023
Q3 		$3.4M Sell
31,446
-1,624
-5% -$190K 2.67% 20
2023
Q2 		$3.82M Sell
33,070
-6
-0% -$654 2.76% 20
2023
Q1 		$3.7M Sell
33,076
-7,484
-18% -$894K 2.82% 20
2022
Q4 		$4.76M Buy
40,560
+8,485
+26% +$943K 3.43% 13
2022
Q3 		$2.88M Buy
32,075
+75
+0.2% +$7.67K 2.48% 21
2022
Q2 		$3.04M Buy
32,000
+155
+0.5% +$17.8K 2.41% 22
2022
Q1 		$4.19M Sell
31,845
-30
-0.1% -$4.27K 2.8% 17
2021
Q4 		$5.09M Sell
31,875
-100
-0.3% -$15.3K 3.37% 8
2021
Q3 		$4.16M Hold
31,975
– – 2.99% 15
2021
Q2 		$4.17M Sell
31,975
-80
-0.2% -$9.94K 2.98% 16
2021
Q1 		$3.65M Buy
32,055
+32
+0.1% +$3.34K 2.7% 16
2020
Q4 		$2.73M Buy
+32,023
New +$2.45M 2.51% 16

Other funds holding SPG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

McGinn Penninger Investment Management's SPG Position: Q2 2026 in Review

McGinn Penninger Investment Management reduced its Simon Property Group (SPG) stake by 0.94% in Q2 2026, selling an estimated $41.2K and leaving 21,012 shares worth $4.7M. The position accounts for 2.86% of the portfolio, ranked #18.

McGinn Penninger Investment Management first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.26M in Q4 2024. 724 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • McGinn Penninger Investment Management held 21,012 shares of Simon Property Group worth $4.7M as of Q2 2026.
  • McGinn Penninger Investment Management sold 200 Simon Property Group shares in Q2 2026, an estimated $41.2K.
  • Simon Property Group made up 2.86% of McGinn Penninger Investment Management's portfolio in Q2 2026, its #18 holding.
  • McGinn Penninger Investment Management first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
  • McGinn Penninger Investment Management's Simon Property Group position peaked at $5.26M in Q4 2024.
  • 724 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on McGinn Penninger Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.