Monument Capital Management
SPG icon

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
Q3 		$464K Buy
2,313
+29
+1% +$6.31K 0.1% 162
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Monument Capital Management's SPG Position: Q3 2026 in Review

Monument Capital Management increased its Simon Property Group (SPG) stake by 1.3% in Q3 2026, buying an estimated $6.31K and bringing the position to 2,313 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #162.

Monument Capital Management first reported a position in SPG in Q3 2018 and has held it in 15 quarters since. The position peaked at $848K in Q4 2024. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Monument Capital Management held 2,313 shares of Simon Property Group worth $464K as of Q3 2026.
  • Monument Capital Management bought 29 Simon Property Group shares in Q3 2026, an estimated $6.31K.
  • Simon Property Group made up 0.1% of Monument Capital Management's portfolio in Q3 2026, its #162 holding.
  • Monument Capital Management first reported a position in Simon Property Group in Q3 2018 and has held it in 15 quarters since.
  • Monument Capital Management's Simon Property Group position peaked at $848K in Q4 2024.
  • 1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.