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

Mystic 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 Q1	$1.86M	Sell	9,967 -105	-1%	-$20K	0.43%	67
2025 Q4	$1.86M	Sell	10,072 -110	-1%	-$20K	0.42%	62
2025 Q3	$1.91M	Buy	10,182 +112	+1%	+$19.3K	0.43%	61
2025 Q2	$1.62M	Buy	10,070 +105	+1%	+$16.6K	0.39%	66
2025 Q1	$1.65M	Buy	9,965 +5	+0.1%	+$874	0.44%	65
2024 Q4	$1.72M	Sell	9,960 -20	-0.2%	-$3.51K	0.46%	58
2024 Q3	$1.69M	Buy	9,980 +60	+0.6%	+$9.5K	0.64%	50
2024 Q2	$1.51M	Sell	9,920 -112	-1%	-$16.5K	0.61%	49
2024 Q1	$1.57M	Buy	10,032 +310	+3%	+$45.5K	0.65%	49
2023 Q4	$1.39M	Buy	9,722 +1,180	+14%	+$143K	0.66%	47
2023 Q3	$923K	Sell	8,542 -195	-2%	-$22.8K	0.52%	68
2023 Q2	$1.01M	Buy	8,737 +60	+0.7%	+$6.54K	0.54%	65
2023 Q1	$972K	Buy	8,677 +730	+9%	+$87.2K	0.54%	67
2022 Q4	$934K	Buy	7,947 +1,550	+24%	+$172K	0.53%	64
2022 Q3	$574K	Buy	6,397 +895	+16%	+$91.5K	0.37%	83
2022 Q2	$522K	Buy	5,502 +545	+11%	+$62.5K	0.32%	89
2022 Q1	$652K	Buy	4,957 +295	+6%	+$42K	0.35%	86
2021 Q4	$744K	Buy	+4,662	New	+$712K	0.35%	80

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

Mystic Asset Management's SPG Position: Q1 2026 in Review

Mystic Asset Management reduced its Simon Property Group (SPG) stake by 1% in Q1 2026, selling an estimated $20K and leaving 9,967 shares worth $1.86M. The position accounts for 0.43% of the portfolio, ranked #67.

Mystic Asset Management first reported a position in SPG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.91M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Mystic Asset Management held 9,967 shares of Simon Property Group worth $1.86M as of Q1 2026.
Mystic Asset Management sold 105 Simon Property Group shares in Q1 2026, an estimated $20K.
Simon Property Group made up 0.43% of Mystic Asset Management's portfolio in Q1 2026, its #67 holding.
Mystic Asset Management first reported a position in Simon Property Group in Q4 2021 and has held it in 18 quarters since.
Mystic Asset Management's Simon Property Group position peaked at $1.91M in Q3 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.