MSH Capital Advisors’s Simon Property Group SPG Stock Holding History

MSH Capital Advisors’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	$893K	Buy	4,789 +34	+0.7%	+$6.48K	0.19%	119
2025 Q4	$880K	Buy	4,755 +24	+0.5%	+$4.36K	0.19%	126
2025 Q3	$888K	Sell	4,731 -1,383	-23%	-$239K	0.24%	111
2025 Q2	$983K	Hold	6,114	–	–	0.28%	100
2025 Q1	$1.02M	Hold	6,114	–	–	0.31%	87
2024 Q4	$1.05M	Hold	6,114	–	–	0.33%	82
2024 Q3	$1.03M	Hold	6,114	–	–	0.32%	89
2024 Q2	$928K	Buy	6,114 +180	+3%	+$26.5K	0.31%	88
2024 Q1	$929K	Sell	5,934 -311	-5%	-$45.6K	0.33%	86
2023 Q4	$891K	Sell	6,245 -161	-3%	-$19.5K	0.33%	86
2023 Q3	$692K	Buy	6,406 +425	+7%	+$49.8K	0.27%	101
2023 Q2	$691K	Buy	5,981 +384	+7%	+$41.8K	0.25%	105
2023 Q1	$627K	Buy	5,597 +942	+20%	+$112K	0.27%	101
2022 Q4	$547K	Buy	4,655 +20	+0.4%	+$2.22K	0.25%	108
2022 Q3	$416K	Buy	4,635 +12	+0.3%	+$1.23K	0.2%	112
2022 Q2	$439K	Buy	4,623 +1,460	+46%	+$167K	0.2%	113
2022 Q1	$416K	Sell	3,163 -67	-2%	-$9.54K	0.17%	127
2021 Q4	$516K	Buy	+3,230	New	+$493K	0.23%	103

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

MSH Capital Advisors's SPG Position: Q1 2026 in Review

MSH Capital Advisors increased its Simon Property Group (SPG) stake by 0.72% in Q1 2026, buying an estimated $6.48K and bringing the position to 4,789 shares worth $893K. The position accounts for 0.19% of the portfolio, ranked #119.

MSH Capital Advisors first reported a position in SPG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q4 2024. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

MSH Capital Advisors held 4,789 shares of Simon Property Group worth $893K as of Q1 2026.
MSH Capital Advisors bought 34 Simon Property Group shares in Q1 2026, an estimated $6.48K.
Simon Property Group made up 0.19% of MSH Capital Advisors's portfolio in Q1 2026, its #119 holding.
MSH Capital Advisors first reported a position in Simon Property Group in Q4 2021 and has held it in 18 quarters since.
MSH Capital Advisors's Simon Property Group position peaked at $1.05M in Q4 2024.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.