MV Capital Management’s Simon Property Group SPG Stock Holding History

MV Capital 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	$58.1K	Buy	260 +1	+0.4%	+$206	0.01%	304
2026 Q1	$48.3K	Buy	259 +9	+4%	+$1.72K	﹤0.01%	325
2025 Q4	$46.3K	Buy	250 +2	+0.8%	+$363	﹤0.01%	322
2025 Q3	$46.5K	Buy	248 +4	+2%	+$691	﹤0.01%	319
2025 Q2	$39.2K	Buy	244 +2	+0.8%	+$316	﹤0.01%	336
2025 Q1	$40.2K	Hold	242	–	–	﹤0.01%	333
2024 Q4	$41.7K	Sell	242 -1	-0.4%	-$176	﹤0.01%	314
2024 Q3	$41.1K	Sell	243 -1	-0.4%	-$158	﹤0.01%	326
2024 Q2	$37K	Sell	244 -300	-55%	-$44.2K	﹤0.01%	326
2024 Q1	$85.1K	Sell	544 -600	-52%	-$88K	0.01%	244
2023 Q4	$163K	Buy	1,144 +24	+2%	+$2.9K	0.02%	176
2023 Q3	$121K	Buy	1,120 +7	+0.6%	+$820	0.02%	185
2023 Q2	$129K	Buy	1,113 +64	+6%	+$6.97K	0.02%	189
2023 Q1	$117K	Buy	1,049 +623	+146%	+$74.4K	0.02%	188
2022 Q4	$50K	Sell	426 -37	-8%	-$4.11K	0.01%	225
2022 Q3	$42K	Buy	463 +122	+36%	+$12.5K	0.01%	235
2022 Q2	$32K	Sell	341 -65	-16%	-$7.45K	0.01%	266
2022 Q1	$53K	Buy	406 +4	+1%	+$570	0.01%	218
2021 Q4	$64K	Buy	402 +11	+3%	+$1.68K	0.01%	199
2021 Q3	$51K	Buy	391 +41	+12%	+$5.34K	0.01%	208
2021 Q2	$46K	Sell	350 -158	-31%	-$19.6K	0.01%	199
2021 Q1	$58K	Buy	508 +8	+2%	+$835	0.01%	166
2020 Q4	$43K	Hold	500	–	–	0.01%	166
2020 Q3	$32K	Hold	500	–	–	0.01%	169
2020 Q2	$34K	Sell	500 -254	-34%	-$15.9K	0.01%	166
2020 Q1	$41K	Buy	754 +4	+0.5%	+$478	0.01%	158
2019 Q4	$112K	Sell	750 -12	-2%	-$1.8K	0.02%	133
2019 Q3	$119K	Buy	762 +12	+2%	+$1.87K	0.03%	131
2019 Q2	$120K	Hold	750	–	–	0.03%	128
2019 Q1	$137K	Hold	750	–	–	0.03%	116
2018 Q4	$126K	Hold	750	–	–	0.04%	114
2018 Q3	$133K	Hold	750	–	–	0.03%	114
2018 Q2	$128K	Hold	750	–	–	0.03%	119
2018 Q1	$116K	Hold	750	–	–	0.03%	126
2017 Q4	$129K	Hold	750	–	–	0.04%	127
2017 Q3	$121K	Hold	750	–	–	0.03%	124
2017 Q2	$121K	Hold	750	–	–	0.04%	125
2017 Q1	$129K	Hold	750	–	–	0.04%	119
2016 Q4	$133K	Hold	750	–	–	0.05%	111
2016 Q3	$155K	Hold	750	–	–	0.06%	100
2016 Q2	$163K	Hold	750	–	–	0.06%	102
2016 Q1	$156K	Hold	750	–	–	0.06%	104
2015 Q4	$146K	Hold	750	–	–	0.06%	108
2015 Q3	$138K	Hold	750	–	–	0.06%	94
2015 Q2	$130K	Hold	750	–	–	0.05%	110
2015 Q1	$147K	Hold	750	–	–	0.06%	89
2014 Q4	$137K	Buy	+750	New	+$133K	0.06%	90

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

MV Capital Management's SPG Position: Q2 2026 in Review

MV Capital Management increased its Simon Property Group (SPG) stake by 0.39% in Q2 2026, buying an estimated $206 and bringing the position to 260 shares worth $58.1K. The position accounts for 0.01% of the portfolio, ranked #304.

MV Capital Management first reported a position in SPG in Q4 2014 and has held it in 47 quarters since. The position peaked at $163K in Q4 2023. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

MV Capital Management held 260 shares of Simon Property Group worth $58.1K as of Q2 2026.
MV Capital Management bought 1 Simon Property Group share in Q2 2026, an estimated $206.
Simon Property Group made up 0.01% of MV Capital Management's portfolio in Q2 2026, its #304 holding.
MV Capital Management first reported a position in Simon Property Group in Q4 2014 and has held it in 47 quarters since.
MV Capital Management's Simon Property Group position peaked at $163K in Q4 2023.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.