Monument Capital Management’s Simon Property Group SPG Stock Holding History

Monument Capital 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	$511K	Sell	2,284 -1,022	-31%	-$210K	0.1%	159
2026 Q1	$617K	Sell	3,306 -19	-0.6%	-$3.62K	0.15%	122
2025 Q4	$616K	Buy	3,325 +1,044	+46%	+$190K	0.15%	117
2025 Q3	$428K	Hold	2,281	–	–	0.11%	144
2025 Q2	$367K	Sell	2,281 -2,331	-51%	-$368K	0.1%	147
2025 Q1	$766K	Sell	4,612 -309	-6%	-$54K	0.24%	94
2024 Q4	$848K	Sell	4,921 -65	-1%	-$11.4K	0.23%	85
2024 Q3	$843K	Sell	4,986 -232	-4%	-$36.7K	0.23%	84
2024 Q2	$792K	Buy	5,218 +148	+3%	+$21.8K	0.23%	85
2024 Q1	$793K	Sell	5,070 -121	-2%	-$17.7K	0.23%	93
2023 Q4	$740K	Buy	5,191 +2,161	+71%	+$261K	0.24%	96
2023 Q3	$327K	Buy	3,030 +321	+12%	+$37.6K	0.11%	133
2023 Q2	$313K	Buy	+2,709	New	+$295K	0.1%	130
2018 Q4	–	Sell	-250	Closed	-$44K	–	277
2018 Q3	$44K	Buy	+250	New	+$44.2K	0.02%	135

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

Monument Capital Management's SPG Position: Q2 2026 in Review

Monument Capital Management reduced its Simon Property Group (SPG) stake by 31% in Q2 2026, selling an estimated $210K and leaving 2,284 shares worth $511K. The position accounts for 0.1% of the portfolio, ranked #159.

Monument Capital Management first reported a position in SPG in Q3 2018 and has held it in 14 quarters since. The position peaked at $848K in Q4 2024. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Monument Capital Management held 2,284 shares of Simon Property Group worth $511K as of Q2 2026.
Monument Capital Management sold 1,022 Simon Property Group shares in Q2 2026, an estimated $210K.
Simon Property Group made up 0.1% of Monument Capital Management's portfolio in Q2 2026, its #159 holding.
Monument Capital Management first reported a position in Simon Property Group in Q3 2018 and has held it in 14 quarters since.
Monument Capital Management's Simon Property Group position peaked at $848K in Q4 2024.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.