NERM
SPG icon

New England Research & Management’s Simon Property Group SPG Stock Holding History

New England Research & 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 		$673K Hold
3,010
– – 0.26% 87
2026
Q1 		$561K Hold
3,010
– – 0.24% 104
2025
Q4 		$557K Sell
3,010
-90
-3% -$16.4K 0.24% 100
2025
Q3 		$582K Hold
3,100
– – 0.27% 101
2025
Q2 		$498K Buy
3,100
+595
+24% +$94K 0.24% 108
2025
Q1 		$416K Hold
2,505
– – 0.21% 109
2024
Q4 		$431K Sell
2,505
-75
-3% -$13.2K 0.22% 112
2024
Q3 		$436K Sell
2,580
-4,200
-62% -$665K 0.2% 120
2024
Q2 		$1.03M Sell
6,780
-100
-1% -$14.7K 0.49% 69
2024
Q1 		$1.08M Sell
6,880
-3,645
-35% -$535K 0.53% 63
2023
Q4 		$1.5M Sell
10,525
-400
-4% -$48.4K 0.8% 42
2023
Q3 		$1.18M Sell
10,925
-300
-3% -$35.1K 0.67% 55
2023
Q2 		$1.3M Sell
11,225
-75
-0.7% -$8.17K 0.75% 55
2023
Q1 		$1.26M Sell
11,300
-120
-1% -$14.3K 0.74% 47
2022
Q4 		$1.34M Sell
11,420
-325
-3% -$36.1K 0.77% 38
2022
Q3 		$1.05M Buy
11,745
+195
+2% +$19.9K 0.66% 55
2022
Q2 		$1.1M Buy
11,550
+2,525
+28% +$289K 0.64% 56
2022
Q1 		$1.19M Buy
9,025
+2,525
+39% +$360K 0.62% 58
2021
Q4 		$1.04M Buy
6,500
+700
+12% +$107K 0.5% 63
2021
Q3 		$754K Hold
5,800
– – 0.39% 84
2021
Q2 		$757K Sell
5,800
-225
-4% -$28K 0.39% 92
2021
Q1 		$685K Buy
+6,025
New +$628K 0.38% 86

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New England Research & Management's SPG Position: Q2 2026 in Review

New England Research & Management held its Simon Property Group (SPG) position steady in Q2 2026 at 3,010 shares worth $673K. The position accounts for 0.26% of the portfolio, ranked #87.

New England Research & Management first reported a position in SPG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.5M in Q4 2023. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • New England Research & Management held 3,010 shares of Simon Property Group worth $673K as of Q2 2026.
  • New England Research & Management left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.26% of New England Research & Management's portfolio in Q2 2026, its #87 holding.
  • New England Research & Management first reported a position in Simon Property Group in Q1 2021 and has held it in 22 quarters since.
  • New England Research & Management's Simon Property Group position peaked at $1.5M in Q4 2023.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.