Monetary Management Group’s Simon Property Group SPG Stock Holding History

Monetary Management 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 Q1	$807K	Hold	4,325	–	–	0.19%	111
2025 Q4	$801K	Hold	4,325	–	–	0.19%	109
2025 Q3	$812K	Sell	4,325 -450	-9%	-$77.7K	0.19%	102
2025 Q2	$768K	Hold	4,775	–	–	0.19%	108
2025 Q1	$793K	Hold	4,775	–	–	0.21%	104
2024 Q4	$822K	Hold	4,775	–	–	0.21%	94
2024 Q3	$807K	Hold	4,775	–	–	0.21%	99
2024 Q2	$725K	Sell	4,775 -16	-0.3%	-$2.36K	0.19%	107
2024 Q1	$750K	Sell	4,791 -334	-7%	-$49K	0.21%	105
2023 Q4	$731K	Hold	5,125	–	–	0.23%	101
2023 Q3	$554K	Sell	5,125 -125	-2%	-$14.6K	0.18%	118
2023 Q2	$606K	Hold	5,250	–	–	0.19%	114
2023 Q1	$588K	Hold	5,250	–	–	0.17%	121
2022 Q4	$617K	Sell	5,250 -625	-11%	-$69.5K	0.19%	112
2022 Q3	$527K	Hold	5,875	–	–	0.17%	117
2022 Q2	$558K	Buy	5,875 +125	+2%	+$14.3K	0.17%	111
2022 Q1	$756K	Hold	5,750	–	–	0.2%	100
2021 Q4	$919K	Buy	5,750 +1,000	+21%	+$153K	0.23%	90
2021 Q3	$617K	Buy	4,750 +1,250	+36%	+$163K	0.17%	109
2021 Q2	$457K	Sell	3,500 -500	-13%	-$62.1K	0.14%	125
2021 Q1	$455K	Hold	4,000	–	–	0.14%	119
2020 Q4	$341K	Buy	4,000 +125	+3%	+$9.54K	0.11%	133
2020 Q3	$251K	Buy	+3,875	New	+$254K	0.09%	140
2019 Q4	–	Sell	-105	Closed	-$16K	–	304
2019 Q3	$16K	Hold	105	–	–	0.01%	275
2019 Q2	$17K	Hold	105	–	–	0.01%	276
2019 Q1	$19K	Hold	105	–	–	0.01%	270
2018 Q4	$18K	Hold	105	–	–	0.01%	264
2018 Q3	$19K	Hold	105	–	–	0.01%	280
2018 Q2	$18K	Hold	105	–	–	0.01%	284
2018 Q1	$16K	Hold	105	–	–	0.01%	286
2017 Q4	$18K	Hold	105	–	–	0.01%	279
2017 Q3	$17K	Hold	105	–	–	0.01%	274
2017 Q2	$17K	Hold	105	–	–	0.01%	274
2017 Q1	$18K	Sell	105 -2,815	-96%	-$503K	0.01%	271
2016 Q4	$519K	Buy	2,920 +2,815	+2,681%	+$523K	0.24%	87
2016 Q3	$22K	Hold	105	–	–	0.01%	267
2016 Q2	$23K	Hold	105	–	–	0.01%	266
2016 Q1	$22K	Hold	105	–	–	0.01%	265
2015 Q4	$20K	Hold	105	–	–	0.01%	277
2015 Q3	$19K	Hold	105	–	–	0.01%	283
2015 Q2	$18K	Hold	105	–	–	0.01%	308
2015 Q1	$21K	Hold	105	–	–	0.01%	320
2014 Q4	$19K	Hold	105	–	–	0.01%	325
2014 Q3	$17K	Hold	105	–	–	0.01%	326
2014 Q2	$17K	Buy	+105	New	+$17.1K	0.01%	328

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monetary Management Group's SPG Position: Q1 2026 in Review

Monetary Management Group held its Simon Property Group (SPG) position steady in Q1 2026 at 4,325 shares worth $807K. The position accounts for 0.19% of the portfolio, ranked #111.

Monetary Management Group first reported a position in SPG in Q2 2014 and has held it in 45 quarters since. The position peaked at $919K in Q4 2021. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Monetary Management Group held 4,325 shares of Simon Property Group worth $807K as of Q1 2026.
Monetary Management Group left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up 0.19% of Monetary Management Group's portfolio in Q1 2026, its #111 holding.
Monetary Management Group first reported a position in Simon Property Group in Q2 2014 and has held it in 45 quarters since.
Monetary Management Group's Simon Property Group position peaked at $919K in Q4 2021.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.