Optima Capital’s Simon Property Group SPG Stock Holding History

Optima 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 Q1	–	Sell	-4	Closed	-$740	–	1121
2025 Q4	$740	Buy	+4	New	+$727	﹤0.01%	1018

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

Optima Capital's SPG Position: Q1 2026 in Review

Optima Capital sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 4 shares — an estimated $740 sold.

Optima Capital first reported a position in SPG in Q4 2025 and held it in 1 quarter. The position peaked at $740 in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Optima Capital reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 4 Simon Property Group shares in Q1 2026, an estimated $740.
Optima Capital first reported a position in Simon Property Group in Q4 2025 and held it in 1 quarter.
Optima Capital's Simon Property Group position peaked at $740 in Q4 2025.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.