Oakworth Capital’s Simon Property Group SPG Stock Holding History

Oakworth 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	$11.6K	Hold	52	–	–	﹤0.01%	683
2026 Q1	$9.7K	Hold	52	–	–	﹤0.01%	662
2025 Q4	$9.63K	Hold	52	–	–	﹤0.01%	662
2025 Q3	$9.76K	Hold	52	–	–	﹤0.01%	630
2025 Q2	$8.36K	Hold	52	–	–	﹤0.01%	504
2025 Q1	$8.64K	Hold	52	–	–	﹤0.01%	527
2024 Q4	$8.96K	Hold	52	–	–	﹤0.01%	513
2024 Q3	$8.79K	Hold	52	–	–	﹤0.01%	516
2024 Q2	$7.89K	Hold	52	–	–	﹤0.01%	510
2024 Q1	$8.14K	Hold	52	–	–	﹤0.01%	488
2023 Q4	$7.42K	Hold	52	–	–	﹤0.01%	507
2023 Q3	$5.62K	Hold	52	–	–	﹤0.01%	496
2023 Q2	$6K	Hold	52	–	–	﹤0.01%	522
2023 Q1	$5.82K	Hold	52	–	–	﹤0.01%	484
2022 Q4	$6.11K	Hold	52	–	–	﹤0.01%	469
2022 Q3	$5K	Hold	52	–	–	﹤0.01%	501
2022 Q2	$5K	Hold	52	–	–	﹤0.01%	492
2022 Q1	$7K	Hold	52	–	–	﹤0.01%	475
2021 Q4	$8K	Hold	52	–	–	﹤0.01%	503
2021 Q3	$7K	Hold	52	–	–	﹤0.01%	499
2021 Q2	$7K	Buy	+52	New	+$6.46K	﹤0.01%	501
2019 Q3	–	Sell	-6	Closed	–	–	634
2019 Q2	$0	Buy	+6	New	+$1.03K	﹤0.01%	651

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 $3.38T AUM 44.17% 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

Oakworth Capital's SPG Position: Q2 2026 in Review

Oakworth Capital held its Simon Property Group (SPG) position steady in Q2 2026 at 52 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Oakworth Capital first reported a position in SPG in Q2 2019 and has held it in 22 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Oakworth Capital held 52 shares of Simon Property Group worth $11.6K as of Q2 2026.
Oakworth Capital left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #683 holding.
Oakworth Capital first reported a position in Simon Property Group in Q2 2019 and has held it in 22 quarters since.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.