North Star Investment Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $425K | Buy |
1,899
+2
| +0.1% | +$412 | 0.02% | 419 |
|
|
2026
Q1 | $354K | Buy |
1,897
+310
| +20% | +$59.1K | 0.02% | 423 |
|
|
2025
Q4 | $294K | Buy |
1,587
+27
| +2% | +$4.91K | 0.02% | 392 |
|
|
2025
Q3 | $293K | Hold |
1,560
| – | – | 0.02% | 381 |
|
|
2025
Q2 | $251K | Hold |
1,560
| – | – | 0.02% | 393 |
|
|
2025
Q1 | $259K | Hold |
1,560
| – | – | 0.02% | 379 |
|
|
2024
Q4 | $269K | Hold |
1,560
| – | – | 0.02% | 378 |
|
|
2024
Q3 | $264K | Sell |
1,560
-170
| -10% | -$26.9K | 0.02% | 375 |
|
|
2024
Q2 | $263K | Sell |
1,730
-41
| -2% | -$6.04K | 0.02% | 380 |
|
|
2024
Q1 | $277K | Buy |
1,771
+41
| +2% | +$6.01K | 0.02% | 385 |
|
|
2023
Q4 | $247K | Sell |
1,730
-10
| -0.6% | -$1.21K | 0.02% | 397 |
|
|
2023
Q3 | $188K | Hold |
1,740
| – | – | 0.02% | 423 |
|
|
2023
Q2 | $201K | Hold |
1,740
| – | – | 0.02% | 422 |
|
|
2023
Q1 | $195K | Hold |
1,740
| – | – | 0.02% | 430 |
|
|
2022
Q4 | $204K | Buy |
1,740
+10
| +0.6% | +$1.11K | 0.02% | 412 |
|
|
2022
Q3 | $155K | Hold |
1,730
| – | – | 0.02% | 391 |
|
|
2022
Q2 | $164K | Buy |
1,730
+800
| +86% | +$91.7K | 0.01% | 390 |
|
|
2022
Q1 | $122K | Hold |
930
| – | – | 0.01% | 438 |
|
|
2021
Q4 | $149K | Buy |
930
+830
| +830% | +$127K | 0.01% | 429 |
|
|
2021
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 821 |
|
|
2021
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 810 |
|
|
2021
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 792 |
|
|
2020
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 798 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 831 |
|
|
2020
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 775 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 817 |
|
|
2019
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 755 |
|
|
2019
Q3 | $16K | Buy |
+100
| New | +$15.6K | ﹤0.01% | 742 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$18K | – | 849 |
|
|
2019
Q1 | $18K | Hold |
100
| – | – | ﹤0.01% | 739 |
|
|
2018
Q4 | $17K | Hold |
100
| – | – | ﹤0.01% | 720 |
|
|
2018
Q3 | $18K | Hold |
100
| – | – | ﹤0.01% | 748 |
|
|
2018
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 763 |
|
|
2018
Q1 | $15K | Hold |
100
| – | – | ﹤0.01% | 777 |
|
|
2017
Q4 | $17K | Hold |
100
| – | – | ﹤0.01% | 750 |
|
|
2017
Q3 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 756 |
|
|
2015
Q4 | – | Sell |
-191
| Closed | -$35K | – | 834 |
|
|
2015
Q3 | $35K | Buy |
191
+1
| +0.5% | +$183 | 0.01% | 438 |
|
|
2015
Q2 | $33K | Hold |
190
| – | – | 0.01% | 434 |
|
|
2015
Q1 | $37K | Buy |
190
+5
| +3% | +$969 | 0.01% | 416 |
|
|
2014
Q4 | $34K | Buy |
+185
| New | +$32.8K | 0.01% | 417 |
|
Other funds holding SPG
North Star Investment Management's SPG Position: Q2 2026 in Review
North Star Investment Management increased its Simon Property Group (SPG) stake by 0.11% in Q2 2026, buying an estimated $412 and bringing the position to 1,899 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #419.
North Star Investment Management first reported a position in SPG in Q4 2014 and has held it in 39 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- North Star Investment Management held 1,899 shares of Simon Property Group worth $425K as of Q2 2026.
- North Star Investment Management bought 2 Simon Property Group shares in Q2 2026, an estimated $412.
- Simon Property Group made up 0.02% of North Star Investment Management's portfolio in Q2 2026, its #419 holding.
- North Star Investment Management first reported a position in Simon Property Group in Q4 2014 and has held it in 39 quarters since.
- 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.