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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
Q2 		– Sell
-21,795
Closed -$4.07M – 617
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oak Thistle LLC's SPG Position: Q2 2026 in Review

Oak Thistle LLC sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 21,795 shares — an estimated $4.07M sold.

Oak Thistle LLC first reported a position in SPG in Q1 2022 and held it in 5 quarters. The position peaked at $4.07M in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Oak Thistle LLC reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 21,795 Simon Property Group shares in Q2 2026, an estimated $4.07M.
  • Oak Thistle LLC first reported a position in Simon Property Group in Q1 2022 and held it in 5 quarters.
  • Oak Thistle LLC's Simon Property Group position peaked at $4.07M in Q1 2026.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.