Mogy Joel R Investment Counsel’s Simon Property Group SPG Stock Holding History

Mogy Joel R Investment Counsel’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	$419K	Sell	1,875 -450	-19%	-$92.6K	0.02%	87
2026 Q1	$434K	Sell	2,325 -500	-18%	-$95.4K	0.03%	81
2025 Q4	$523K	Hold	2,825	–	–	0.03%	79
2025 Q3	$530K	Hold	2,825	–	–	0.03%	80
2025 Q2	$454K	Hold	2,825	–	–	0.03%	82
2025 Q1	$469K	Hold	2,825	–	–	0.03%	80
2024 Q4	$486K	Hold	2,825	–	–	0.03%	82
2024 Q3	$477K	Hold	2,825	–	–	0.03%	82
2024 Q2	$429K	Hold	2,825	–	–	0.03%	81
2024 Q1	$442K	Hold	2,825	–	–	0.03%	82
2023 Q4	$403K	Sell	2,825 -425	-13%	-$51.4K	0.03%	83
2023 Q3	$351K	Hold	3,250	–	–	0.03%	88
2023 Q2	$375K	Sell	3,250 -190	-6%	-$20.7K	0.03%	95
2023 Q1	$385K	Sell	3,440 -400	-10%	-$47.8K	0.03%	96
2022 Q4	$451K	Buy	3,840 +190	+5%	+$21.1K	0.05%	86
2022 Q3	$328K	Hold	3,650	–	–	0.03%	92
2022 Q2	$346K	Hold	3,650	–	–	0.03%	93
2022 Q1	$480K	Hold	3,650	–	–	0.04%	89
2021 Q4	$583K	Hold	3,650	–	–	0.04%	89
2021 Q3	$474K	Hold	3,650	–	–	0.04%	91
2021 Q2	$476K	Hold	3,650	–	–	0.04%	94
2021 Q1	$415K	Hold	3,650	–	–	0.04%	94
2020 Q4	$311K	Hold	3,650	–	–	0.03%	98
2020 Q3	$236K	Sell	3,650 -711	-16%	-$46.6K	0.03%	102
2020 Q2	$298K	Sell	4,361 -5,974	-58%	-$375K	0.04%	95
2020 Q1	$567K	Sell	10,335 -500	-5%	-$59.8K	0.08%	82
2019 Q4	$1.61M	Sell	10,835 -571	-5%	-$85.6K	0.19%	64
2019 Q3	$1.77M	Sell	11,406 -416	-4%	-$64.7K	0.22%	58
2019 Q2	$1.89M	Sell	11,822 -1,085	-8%	-$187K	0.25%	57
2019 Q1	$2.35M	Sell	12,907 -209	-2%	-$37.1K	0.32%	53
2018 Q4	$2.2M	Sell	13,116 -952	-7%	-$170K	0.34%	51
2018 Q3	$2.49M	Sell	14,068 -664	-5%	-$117K	0.33%	51
2018 Q2	$2.51M	Sell	14,732 -150	-1%	-$23.9K	0.37%	49
2018 Q1	$2.3M	Sell	14,882 -3,133	-17%	-$498K	0.36%	53
2017 Q4	$3.09M	Sell	18,015 -660	-4%	-$107K	0.48%	45
2017 Q3	$3.01M	Hold	18,675	–	–	0.5%	45
2017 Q2	$3.02M	Hold	18,675	–	–	0.52%	46
2017 Q1	$3.21M	Sell	18,675 -1,694	-8%	-$303K	0.55%	47
2016 Q4	$3.62M	Sell	20,369 -100	-0.5%	-$18.6K	0.66%	41
2016 Q3	$4.24M	Sell	20,469 -658	-3%	-$143K	0.78%	40
2016 Q2	$4.58M	Hold	21,127	–	–	0.85%	40
2016 Q1	$4.39M	Buy	21,127 +18,988	+888%	+$3.65M	0.81%	38
2015 Q4	$4.16K	Sell	2,139 -19,560	-90%	-$3.79M	0.78%	41
2015 Q3	$3.99M	Buy	21,699 +50	+0.2%	+$9.17K	0.79%	37
2015 Q2	$3.75M	Sell	21,649 -2,578	-11%	-$474K	0.71%	43
2015 Q1	$4.74M	Sell	24,227 -1,367	-5%	-$265K	0.89%	35
2014 Q4	$4.66M	Buy	25,594 +45	+0.2%	+$7.98K	0.88%	34
2014 Q3	$4.2M	Sell	25,549 -1,200	-4%	-$202K	0.85%	38
2014 Q2	$4.45M	Sell	26,749 -1,592	-6%	-$260K	0.89%	40
2014 Q1	$4.37M	Sell	28,341 -214	-0.7%	-$31.9K	0.91%	39
2013 Q4	$4.09M	Sell	28,555 -319	-1%	-$46K	0.86%	39
2013 Q3	$4.03M	Sell	28,874 -883	-3%	-$128K	0.92%	37
2013 Q2	$4.42M	Buy	+29,757	New	+$4.77M	1.07%	31

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Mogy Joel R Investment Counsel's SPG Position: Q2 2026 in Review

Mogy Joel R Investment Counsel reduced its Simon Property Group (SPG) stake by 19% in Q2 2026, selling an estimated $92.6K and leaving 1,875 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #87.

Mogy Joel R Investment Counsel first reported a position in SPG in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.74M in Q1 2015. 471 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Mogy Joel R Investment Counsel held 1,875 shares of Simon Property Group worth $419K as of Q2 2026.
Mogy Joel R Investment Counsel sold 450 Simon Property Group shares in Q2 2026, an estimated $92.6K.
Simon Property Group made up 0.02% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #87 holding.
Mogy Joel R Investment Counsel first reported a position in Simon Property Group in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's Simon Property Group position peaked at $4.74M in Q1 2015.
471 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.