Moors & Cabot’s Simon Property Group SPG Stock Holding History

Moors & Cabot’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
2022 Q1	–	Sell	-2	Closed	-$23K	–	962
2021 Q4	$23K	Buy	+2	New	+$305	﹤0.01%	851
2021 Q3	–	Sell	-200	Closed	-$17K	–	917
2021 Q2	$17K	Hold	200	–	–	﹤0.01%	802
2021 Q1	$13K	Sell	200 -300	-60%	-$31.3K	﹤0.01%	753
2020 Q4	$20K	Hold	500	–	–	﹤0.01%	720
2020 Q3	$11K	Hold	500	–	–	﹤0.01%	685
2020 Q2	$14K	Buy	500 +497	+16,567%	+$31.2K	﹤0.01%	651
2020 Q1	$4K	Buy	+3	New	+$359	﹤0.01%	585

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

Moors & Cabot's SPG Position: Q2 2026 in Review

Moors & Cabot reduced its Simon Property Group (SPG) stake by 0.6% in Q2 2026, selling an estimated $1.65K and leaving 1,331 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #761.

Moors & Cabot first reported a position in SPG in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.43M in Q4 2019. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Moors & Cabot held 1,331 shares of Simon Property Group worth $298K as of Q2 2026.
Moors & Cabot sold 8 Simon Property Group shares in Q2 2026, an estimated $1.65K.
Simon Property Group made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #761 holding.
Moors & Cabot first reported a position in Simon Property Group in Q4 2014 and has held it in 31 quarters since.
Moors & Cabot's Simon Property Group position peaked at $1.43M in Q4 2019.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.