Oak Thistle LLC’s Simon Property Group SPG Stock Holding History

Oak Thistle LLC’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	$4.07M	Buy	21,795 +16,365	+301%	+$3.12M	0.39%	64
2025 Q4	$1.01M	Buy	+5,430	New	+$986K	0.14%	311
2024 Q3	–	Sell	-3,190	Closed	-$484K	–	518
2024 Q2	$484K	Buy	+3,190	New	+$470K	0.36%	114
2023 Q3	–	Sell	-3,852	Closed	-$445K	–	595
2023 Q2	$445K	Buy	+3,852	New	+$420K	0.23%	186
2022 Q2	–	Sell	-6,360	Closed	-$837K	–	389
2022 Q1	$837K	Buy	+6,360	New	+$906K	0.44%	54

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Thistle LLC's SPG Position: Q1 2026 in Review

Oak Thistle LLC increased its Simon Property Group (SPG) stake by 301% in Q1 2026, buying an estimated $3.12M and bringing the position to 21,795 shares worth $4.07M. The position accounts for 0.39% of the portfolio, ranked #64.

Oak Thistle LLC first reported a position in SPG in Q1 2022 and has held it in 5 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Oak Thistle LLC held 21,795 shares of Simon Property Group worth $4.07M as of Q1 2026.
Oak Thistle LLC bought 16,365 Simon Property Group shares in Q1 2026, an estimated $3.12M.
Simon Property Group made up 0.39% of Oak Thistle LLC's portfolio in Q1 2026, its #64 holding.
Oak Thistle LLC first reported a position in Simon Property Group in Q1 2022 and has held it in 5 quarters since.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.