NCM
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Novare Capital Management’s Simon Property Group SPG Stock Holding History

Novare 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
Q1 		$316K Sell
1,693
-441
-21% -$84.1K 0.03% 160
2025
Q4 		$395K Sell
2,134
-50
-2% -$9.08K 0.03% 152
2025
Q3 		$410K Buy
2,184
+19
+0.9% +$3.28K 0.03% 149
2025
Q2 		$348K Buy
2,165
+15
+0.7% +$2.37K 0.03% 152
2025
Q1 		$357K Hold
2,150
– – 0.03% 149
2024
Q4 		$370K Sell
2,150
-50
-2% -$8.78K 0.03% 148
2024
Q3 		$372K Hold
2,200
– – 0.03% 145
2024
Q2 		$334K Sell
2,200
-445
-17% -$65.6K 0.03% 144
2024
Q1 		$414K Buy
2,645
+435
+20% +$63.8K 0.04% 135
2023
Q4 		$315K Hold
2,210
– – 0.03% 141
2023
Q3 		$239K Hold
2,210
– – 0.03% 153
2023
Q2 		$255K Hold
2,210
– – 0.03% 156
2023
Q1 		$247K Buy
2,210
+100
+5% +$11.9K 0.03% 155
2022
Q4 		$248K Buy
+2,110
New +$235K 0.03% 157
2022
Q3 		– Sell
-2,110
Closed -$200K – 175
2022
Q2 		$200K Sell
2,110
-50
-2% -$5.73K 0.02% 160
2022
Q1 		$284K Buy
2,160
+502
+30% +$71.5K 0.03% 146
2021
Q4 		$265K Sell
1,658
-663
-29% -$101K 0.03% 147
2021
Q3 		$302K Sell
2,321
-8
-0.3% -$1.04K 0.03% 129
2021
Q2 		$304K Buy
+2,329
New +$289K 0.03% 128

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Novare Capital Management's SPG Position: Q1 2026 in Review

Novare Capital Management reduced its Simon Property Group (SPG) stake by 21% in Q1 2026, selling an estimated $84.1K and leaving 1,693 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #160.

Novare Capital Management first reported a position in SPG in Q2 2021 and has held it in 19 quarters since. The position peaked at $414K in Q1 2024. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Novare Capital Management held 1,693 shares of Simon Property Group worth $316K as of Q1 2026.
  • Novare Capital Management sold 441 Simon Property Group shares in Q1 2026, an estimated $84.1K.
  • Simon Property Group made up 0.03% of Novare Capital Management's portfolio in Q1 2026, its #160 holding.
  • Novare Capital Management first reported a position in Simon Property Group in Q2 2021 and has held it in 19 quarters since.
  • Novare Capital Management's Simon Property Group position peaked at $414K in Q1 2024.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.