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Orion Capital Management’s Simon Property Group SPG Stock Holding History

Orion Capital Management’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 		$15.4K Buy
69
+1
+1% +$206 ﹤0.01% 378
2026
Q1 		$12.7K Buy
68
+21
+45% +$4K ﹤0.01% 357
2025
Q4 		$8.75K Hold
47
– – ﹤0.01% 397
2025
Q3 		$8.76K Buy
47
+16
+52% +$2.76K ﹤0.01% 402
2025
Q2 		$5.01K Hold
31
– – ﹤0.01% 401
2025
Q1 		$5.11K Buy
31
+1
+3% +$175 ﹤0.01% 388
2024
Q4 		$5.23K Buy
+30
New +$5.26K ﹤0.01% 395

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

Orion Capital Management's SPG Position: Q2 2026 in Review

Orion Capital Management increased its Simon Property Group (SPG) stake by 1.5% in Q2 2026, buying an estimated $206 and bringing the position to 69 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Orion Capital Management first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Orion Capital Management held 69 shares of Simon Property Group worth $15.4K as of Q2 2026.
  • Orion Capital Management bought 1 Simon Property Group share in Q2 2026, an estimated $206.
  • Simon Property Group made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #378 holding.
  • Orion Capital Management first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.