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 $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

Moors & Cabot's SPG Position: Q1 2026 in Review

Moors & Cabot reduced its Simon Property Group (SPG) stake by 0.67% in Q1 2026, selling an estimated $1.72K and leaving 1,339 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #781.

Moors & Cabot first reported a position in SPG in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.43M in Q4 2019. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Moors & Cabot held 1,339 shares of Simon Property Group worth $250K as of Q1 2026.
Moors & Cabot sold 9 Simon Property Group shares in Q1 2026, an estimated $1.72K.
Simon Property Group made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #781 holding.
Moors & Cabot first reported a position in Simon Property Group in Q4 2014 and has held it in 30 quarters since.
Moors & Cabot's Simon Property Group position peaked at $1.43M in Q4 2019.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.