Old Port Advisors’s Simon Property Group SPG Stock Holding History

Old Port Advisors’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	$2.54M	Buy	11,379 +437	+4%	+$89.9K	0.5%	56
2026 Q1	$2.04M	Buy	10,942 +1,323	+14%	+$252K	0.47%	72
2025 Q4	$1.78M	Buy	9,619 +2,008	+26%	+$365K	0.44%	72
2025 Q3	$1.43M	Buy	7,611 +2,422	+47%	+$418K	0.36%	91
2025 Q2	$834K	Buy	+5,189	New	+$820K	0.23%	116

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Old Port Advisors's SPG Position: Q2 2026 in Review

Old Port Advisors increased its Simon Property Group (SPG) stake by 4% in Q2 2026, buying an estimated $89.9K and bringing the position to 11,379 shares worth $2.54M. The position accounts for 0.5% of the portfolio, ranked #56.

Old Port Advisors first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Old Port Advisors held 11,379 shares of Simon Property Group worth $2.54M as of Q2 2026.
Old Port Advisors bought 437 Simon Property Group shares in Q2 2026, an estimated $89.9K.
Simon Property Group made up 0.5% of Old Port Advisors's portfolio in Q2 2026, its #56 holding.
Old Port Advisors first reported a position in Simon Property Group in Q2 2025 and has held it in 5 quarters since.
351 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.