Montag & Associates’s Simon Property Group SPG Stock Holding History

Montag & Associates’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	$157K	Hold	702	–	–	0.01%	457
2026 Q1	$131K	Hold	702	–	–	0.01%	474
2025 Q4	$130K	Sell	702 -18	-3%	-$3.27K	0.01%	475
2025 Q3	$135K	Buy	720 +18	+3%	+$3.11K	0.01%	451
2025 Q2	$113K	Hold	702	–	–	0.01%	463
2025 Q1	$117K	Hold	702	–	–	0.01%	483
2024 Q4	$121K	Hold	702	–	–	0.01%	476
2024 Q3	$119K	Hold	702	–	–	0.01%	489
2024 Q2	$107K	Hold	702	–	–	0.01%	484
2024 Q1	$111K	Hold	702	–	–	0.01%	478
2023 Q4	$100K	Hold	702	–	–	0.01%	474
2023 Q3	$75.8K	Hold	702	–	–	﹤0.01%	482
2023 Q2	$81.1K	Hold	702	–	–	0.01%	491
2023 Q1	$78.6K	Hold	702	–	–	0.01%	489
2022 Q4	$82.5K	Hold	702	–	–	0.01%	471
2022 Q3	$63K	Buy	+702	New	+$71.8K	﹤0.01%	501
2022 Q1	–	Sell	-10	Closed	-$2K	–	885
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	809
2021 Q3	$1K	Buy	+10	New	+$1.3K	﹤0.01%	856

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 $3.38T AUM 44.17% 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

Montag & Associates's SPG Position: Q2 2026 in Review

Montag & Associates held its Simon Property Group (SPG) position steady in Q2 2026 at 702 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #457.

Montag & Associates first reported a position in SPG in Q3 2021 and has held it in 18 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Montag & Associates held 702 shares of Simon Property Group worth $157K as of Q2 2026.
Montag & Associates left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #457 holding.
Montag & Associates first reported a position in Simon Property Group in Q3 2021 and has held it in 18 quarters since.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.