Morningstar Investment Management’s Simon Property Group SPG Stock Holding History

Morningstar Investment 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	$225K	Hold	1,205	–	–	0.01%	312
2026 Q1	$225K	Hold	1,205	–	–	0.01%	310
2025 Q4	$223K	Sell	1,205 -326	-21%	-$59.2K	0.01%	321
2025 Q3	$287K	Sell	1,531 -3,891	-72%	-$672K	0.01%	458
2025 Q2	$872K	Buy	+5,422	New	+$857K	0.08%	78
2025 Q1	–	Sell	-5,123	Closed	-$882K	–	198
2024 Q4	$882K	Sell	5,123 -212	-4%	-$37.2K	0.07%	83
2024 Q3	$916K	Buy	5,335 +2,794	+110%	+$442K	0.09%	98
2024 Q2	$386K	Sell	2,541 -812	-24%	-$120K	0.04%	143
2024 Q1	$525K	Hold	3,353	–	–	0.06%	122
2023 Q4	$478K	Sell	3,353 -867	-21%	-$105K	0.05%	127
2023 Q3	$456K	Buy	4,220 +121	+3%	+$14.2K	0.06%	103
2023 Q2	$473K	Buy	4,099 +1,157	+39%	+$126K	0.06%	103
2023 Q1	$329K	Buy	2,942 +275	+10%	+$32.8K	0.05%	71
2022 Q4	$313K	Buy	+2,667	New	+$296K	0.05%	73

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Morningstar Investment Management's SPG Position: Q2 2026 in Review

Morningstar Investment Management held its Simon Property Group (SPG) position steady in Q2 2026 at 1,205 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #312.

Morningstar Investment Management first reported a position in SPG in Q4 2022 and has held it in 14 quarters since. The position peaked at $916K in Q3 2024. 490 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Morningstar Investment Management held 1,205 shares of Simon Property Group worth $225K as of Q2 2026.
Morningstar Investment Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.01% of Morningstar Investment Management's portfolio in Q2 2026, its #312 holding.
Morningstar Investment Management first reported a position in Simon Property Group in Q4 2022 and has held it in 14 quarters since.
Morningstar Investment Management's Simon Property Group position peaked at $916K in Q3 2024.
490 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.