Nicholas Investment Partners’s Simon Property Group SPG Stock Holding History

Nicholas Investment Partners’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	$11M	Hold	49,290	–	–	0.62%	58
2026 Q1	$9.19M	Hold	49,290	–	–	0.66%	51
2025 Q4	$9.12M	Hold	49,290	–	–	0.66%	54
2025 Q3	$9.25M	Buy	49,290 +12,160	+33%	+$2.1M	0.71%	46
2025 Q2	$5.97M	Sell	37,130 -834	-2%	-$132K	0.53%	70
2025 Q1	$6.31M	Buy	37,964 +10,816	+40%	+$1.89M	0.65%	53
2024 Q4	$4.68M	Hold	27,148	–	–	0.41%	92
2024 Q3	$4.59M	Buy	27,148 +3,241	+14%	+$513K	0.42%	88
2024 Q2	$3.63M	Hold	23,907	–	–	0.38%	102
2024 Q1	$3.74M	Hold	23,907	–	–	0.38%	99
2023 Q4	$3.41M	Buy	+23,907	New	+$2.89M	0.4%	96
2022 Q2	–	Sell	-32,000	Closed	-$4.21M	–	202
2022 Q1	$4.21M	Sell	32,000 -73,082	-70%	-$10.4M	0.3%	107
2021 Q4	$16.8M	Buy	105,082 +24,600	+31%	+$3.75M	1.06%	24
2021 Q3	$10.5M	Sell	80,482 -13,651	-15%	-$1.78M	0.76%	52
2021 Q2	$12.3M	Buy	94,133 +40,308	+75%	+$5.01M	0.77%	46
2021 Q1	$6.12M	Buy	+53,825	New	+$5.61M	0.43%	77

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

Nicholas Investment Partners's SPG Position: Q2 2026 in Review

Nicholas Investment Partners held its Simon Property Group (SPG) position steady in Q2 2026 at 49,290 shares worth $11M. The position accounts for 0.62% of the portfolio, ranked #58.

Nicholas Investment Partners first reported a position in SPG in Q1 2021 and has held it in 16 quarters since. The position peaked at $16.8M in Q4 2021. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Nicholas Investment Partners held 49,290 shares of Simon Property Group worth $11M as of Q2 2026.
Nicholas Investment Partners left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.62% of Nicholas Investment Partners's portfolio in Q2 2026, its #58 holding.
Nicholas Investment Partners first reported a position in Simon Property Group in Q1 2021 and has held it in 16 quarters since.
Nicholas Investment Partners's Simon Property Group position peaked at $16.8M in Q4 2021.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.