Oak Grove Capital’s Simon Property Group SPG Stock Holding History

Oak Grove Capital’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	$380K	Hold	1,700	–	–	0.02%	91
2026 Q1	$317K	Sell	1,700 -1,000	-37%	-$191K	0.03%	81
2025 Q4	$500K	Hold	2,700	–	–	0.06%	63
2025 Q3	$507K	Hold	2,700	–	–	0.07%	57
2025 Q2	$434K	Hold	2,700	–	–	0.07%	57
2025 Q1	$448K	Sell	2,700 -900	-25%	-$157K	0.09%	60
2024 Q4	$620K	Hold	3,600	–	–	0.09%	52
2024 Q3	$608K	Sell	3,600 -500	-12%	-$79.2K	0.1%	48
2024 Q2	$622K	Hold	4,100	–	–	0.11%	43
2024 Q1	$642K	Hold	4,100	–	–	0.13%	36
2023 Q4	$585K	Sell	4,100 -200	-5%	-$24.2K	0.16%	42
2023 Q3	$465K	Sell	4,300 -400	-9%	-$46.8K	0.16%	40
2023 Q2	$543K	Buy	4,700 +600	+15%	+$65.4K	0.19%	38
2023 Q1	$459K	Sell	4,100 -1,800	-31%	-$215K	0.19%	40
2022 Q4	$693K	Sell	5,900 -290	-5%	-$32.2K	0.35%	34
2022 Q3	$556K	Buy	6,190 +1,000	+19%	+$102K	0.19%	44
2022 Q2	$493K	Buy	5,190 +1,500	+41%	+$172K	0.16%	46
2022 Q1	$485K	Sell	3,690 -10	-0.3%	-$1.43K	0.1%	60
2021 Q4	$591K	Hold	3,700	–	–	0.1%	68
2021 Q3	$481K	Buy	3,700 +2,100	+131%	+$273K	0.1%	69
2021 Q2	$209K	Buy	+1,600	New	+$199K	0.05%	91

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

Oak Grove Capital's SPG Position: Q2 2026 in Review

Oak Grove Capital held its Simon Property Group (SPG) position steady in Q2 2026 at 1,700 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #91.

Oak Grove Capital first reported a position in SPG in Q2 2021 and has held it in 21 quarters since. The position peaked at $693K in Q4 2022. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Oak Grove Capital held 1,700 shares of Simon Property Group worth $380K as of Q2 2026.
Oak Grove Capital left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.02% of Oak Grove Capital's portfolio in Q2 2026, its #91 holding.
Oak Grove Capital first reported a position in Simon Property Group in Q2 2021 and has held it in 21 quarters since.
Oak Grove Capital's Simon Property Group position peaked at $693K in Q4 2022.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Oak Grove Capital's 13F filing for Q2 2026, filed 13 Aug 2026.