Morse Asset Management’s Simon Property Group SPG Stock Holding History

Morse Asset 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	$5.14K	Buy	23 +11	+92%	+$2.26K	﹤0.01%	346
2026 Q1	$2.24K	Buy	+12	New	+$2.29K	﹤0.01%	359
2025 Q2	–	Sell	-900	Closed	-$149K	–	380
2025 Q1	$149K	Hold	900	–	–	0.04%	152
2024 Q4	$155K	Sell	900 -20	-2%	-$3.51K	0.04%	161
2024 Q3	$155K	Buy	+920	New	+$146K	0.03%	185
2023 Q2	–	Sell	-11,485	Closed	-$1.29M	–	150
2023 Q1	$1.29M	Buy	11,485 +5,685	+98%	+$679K	0.43%	66
2022 Q4	$681K	Buy	5,800 +100	+2%	+$11.1K	0.25%	93
2022 Q3	$512K	Buy	+5,700	New	+$583K	0.19%	102
2022 Q2	–	Sell	-2,203	Closed	-$290K	–	158
2022 Q1	$290K	Sell	2,203 -10,545	-83%	-$1.5M	0.07%	150
2021 Q4	$2.04M	Buy	12,748 +7,178	+129%	+$1.1M	0.45%	59
2021 Q3	$724K	Buy	5,570 +2,380	+75%	+$310K	0.17%	112
2021 Q2	$416K	Buy	3,190 +890	+39%	+$111K	0.1%	124
2021 Q1	$262K	Buy	+2,300	New	+$240K	0.07%	140

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

Morse Asset Management's SPG Position: Q2 2026 in Review

Morse Asset Management increased its Simon Property Group (SPG) stake by 92% in Q2 2026, buying an estimated $2.26K and bringing the position to 23 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Morse Asset Management first reported a position in SPG in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.04M in Q4 2021. 1,358 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Morse Asset Management held 23 shares of Simon Property Group worth $5.14K as of Q2 2026.
Morse Asset Management bought 11 Simon Property Group shares in Q2 2026, an estimated $2.26K.
Simon Property Group made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #346 holding.
Morse Asset Management first reported a position in Simon Property Group in Q1 2021 and has held it in 13 quarters since.
Morse Asset Management's Simon Property Group position peaked at $2.04M in Q4 2021.
1,358 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.