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SPG icon

MOTCO’s Simon Property Group SPG Stock Holding History

MOTCO’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
Q1 		$152K Sell
817
-225
-22% -$42.9K 0.01% 231
2025
Q4 		$193K Buy
1,042
+4
+0.4% +$727 0.02% 214
2025
Q3 		$195K Sell
1,038
-14
-1% -$2.42K 0.02% 213
2025
Q2 		$172K Sell
1,052
-34
-3% -$5.37K 0.02% 214
2025
Q1 		$180K Buy
1,086
+3
+0.3% +$524 0.02% 191
2024
Q4 		$187K Hold
1,083
– – 0.02% 192
2024
Q3 		$183K Sell
1,083
-109
-9% -$17.3K 0.02% 209
2024
Q2 		$181K Buy
1,192
+168
+16% +$24.7K 0.01% 285
2024
Q1 		$160K Sell
1,024
-3
-0.3% -$440 0.01% 293
2023
Q4 		$146K Hold
1,027
– – 0.01% 274
2023
Q3 		$111K Sell
1,027
-35
-3% -$4.1K 0.01% 282
2023
Q2 		$123K Buy
1,062
+38
+4% +$4.14K 0.01% 270
2023
Q1 		$115K Buy
1,024
+43
+4% +$5.13K 0.01% 260
2022
Q4 		$115K Buy
981
+39
+4% +$4.33K 0.01% 265
2022
Q3 		$85K Hold
942
– – 0.01% 310
2022
Q2 		$89K Buy
942
+112
+13% +$12.8K 0.01% 296
2022
Q1 		$109K Sell
830
-17
-2% -$2.42K 0.01% 287
2021
Q4 		$135K Sell
847
-59
-7% -$9.01K 0.01% 266
2021
Q3 		$118K Hold
906
– – 0.01% 273
2021
Q2 		$118K Buy
906
+2
+0.2% +$249 0.01% 285
2021
Q1 		$103K Sell
904
-677
-43% -$70.6K 0.01% 287
2020
Q4 		$135K Hold
1,581
– – 0.01% 272
2020
Q3 		$102K Buy
1,581
+33
+2% +$2.16K 0.01% 275
2020
Q2 		$106K Sell
1,548
-140
-8% -$8.78K 0.01% 251
2020
Q1 		$93K Buy
1,688
+24
+1% +$2.87K 0.01% 258
2019
Q4 		$248K Buy
1,664
+300
+22% +$45K 0.02% 196
2019
Q3 		$212K Sell
1,364
-303
-18% -$47.1K 0.02% 214
2019
Q2 		$266K Buy
1,667
+314
+23% +$54.1K 0.02% 201
2019
Q1 		$247K Hold
1,353
– – 0.02% 195
2018
Q4 		$227K Sell
1,353
-18
-1% -$3.22K 0.03% 193
2018
Q3 		$242K Sell
1,371
-84
-6% -$14.9K 0.02% 194
2018
Q2 		$248K Sell
1,455
-1,029
-41% -$164K 0.03% 181
2018
Q1 		$383K Sell
2,484
-804
-24% -$128K 0.04% 158
2017
Q4 		$565K Hold
3,288
– – 0.06% 145
2017
Q3 		$529K Hold
3,288
– – 0.05% 149
2017
Q2 		$532K Buy
3,288
+370
+13% +$60.2K 0.06% 149
2017
Q1 		$502K Buy
2,918
+155
+6% +$27.7K 0.05% 151
2016
Q4 		$491K Hold
2,763
– – 0.05% 151
2016
Q3 		$572K Sell
2,763
-358
-11% -$77.6K 0.06% 149
2016
Q2 		$677K Sell
3,121
-434
-12% -$88.6K 0.08% 142
2016
Q1 		$738K Buy
3,555
+14
+0.4% +$2.69K 0.08% 143
2015
Q4 		$689K Sell
3,541
-73
-2% -$14.1K 0.08% 142
2015
Q3 		$664K Buy
3,614
+135
+4% +$24.8K 0.08% 139
2015
Q2 		$602K Sell
3,479
-80
-2% -$14.7K 0.07% 143
2015
Q1 		$696K Sell
3,559
-140
-4% -$27.1K 0.08% 145
2014
Q4 		$674K Sell
3,699
-45
-1% -$7.98K 0.07% 147
2014
Q3 		$616K Buy
3,744
+384
+11% +$64.6K 0.07% 147
2014
Q2 		$559K Sell
3,360
-212
-6% -$34.6K 0.06% 146
2014
Q1 		$551K Buy
3,572
+22
+0.6% +$3.28K 0.06% 142
2013
Q4 		$508K Buy
3,550
+106
+3% +$15.3K 0.06% 147
2013
Q3 		$480K Buy
3,444
+159
+5% +$23.1K 0.06% 151
2013
Q2 		$488K Buy
+3,285
New +$527K 0.06% 148

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MOTCO's SPG Position: Q1 2026 in Review

MOTCO reduced its Simon Property Group (SPG) stake by 22% in Q1 2026, selling an estimated $42.9K and leaving 817 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #231.

MOTCO first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. The position peaked at $738K in Q1 2016. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • MOTCO held 817 shares of Simon Property Group worth $152K as of Q1 2026.
  • MOTCO sold 225 Simon Property Group shares in Q1 2026, an estimated $42.9K.
  • Simon Property Group made up 0.01% of MOTCO's portfolio in Q1 2026, its #231 holding.
  • MOTCO first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
  • MOTCO's Simon Property Group position peaked at $738K in Q1 2016.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.