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O'Rourke & Company’s Simon Property Group SPG Stock Holding History

O'Rourke & Company’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 		$360K Sell
1,928
-196
-9% -$37.4K 0.14% 124
2025
Q4 		$393K Buy
2,124
+57
+3% +$10.4K 0.15% 121
2025
Q3 		$388K Buy
2,067
+8
+0.4% +$1.38K 0.16% 120
2025
Q2 		$331K Sell
2,059
-358
-15% -$56.6K 0.15% 122
2025
Q1 		$401K Buy
2,417
+9
+0.4% +$1.57K 0.2% 104
2024
Q4 		$415K Sell
2,408
-299
-11% -$52.5K 0.2% 98
2024
Q3 		$457K Buy
2,707
+9
+0.3% +$1.43K 0.23% 90
2024
Q2 		$410K Buy
2,698
+4
+0.1% +$589 0.23% 90
2024
Q1 		$422K Buy
2,694
+97
+4% +$14.2K 0.25% 85
2023
Q4 		$370K Buy
2,597
+209
+9% +$25.3K 0.24% 88
2023
Q3 		$258K Sell
2,388
-269
-10% -$31.5K 0.19% 110
2023
Q2 		$307K Buy
2,657
+4
+0.2% +$436 0.22% 99
2023
Q1 		$297K Buy
2,653
+526
+25% +$62.8K 0.23% 99
2022
Q4 		$250K Buy
+2,127
New +$236K 0.2% 113

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

O'Rourke & Company's SPG Position: Q1 2026 in Review

O'Rourke & Company reduced its Simon Property Group (SPG) stake by 9.2% in Q1 2026, selling an estimated $37.4K and leaving 1,928 shares worth $360K. The position accounts for 0.14% of the portfolio, ranked #124.

O'Rourke & Company first reported a position in SPG in Q4 2022 and has held it in 14 quarters since. The position peaked at $457K in Q3 2024. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • O'Rourke & Company held 1,928 shares of Simon Property Group worth $360K as of Q1 2026.
  • O'Rourke & Company sold 196 Simon Property Group shares in Q1 2026, an estimated $37.4K.
  • Simon Property Group made up 0.14% of O'Rourke & Company's portfolio in Q1 2026, its #124 holding.
  • O'Rourke & Company first reported a position in Simon Property Group in Q4 2022 and has held it in 14 quarters since.
  • O'Rourke & Company's Simon Property Group position peaked at $457K in Q3 2024.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.