Osaic Holdings’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-1
Closed -$5.71K – 8045
2025
Q4
$5.71K Buy
+1
New +$182 ﹤0.01% 6635
2025
Q2
– Sell
-1
Closed -$3.95K – 7883
2025
Q1
$3.95K Hold
1
– – ﹤0.01% 6291
2024
Q4
$4.47K Hold
1
– – ﹤0.01% 6259
2024
Q3
$4.24K Buy
+1
New +$158 ﹤0.01% 6282

Other funds holding SPG

Osaic Holdings's SPG Position: Q2 2026 in Review

Osaic Holdings increased its Simon Property Group (SPG) stake by 14% in Q2 2026, buying an estimated $1.71M and bringing the position to 66,136 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #803.

Osaic Holdings first reported a position in SPG in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.1M in Q4 2023. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Osaic Holdings held 66,136 shares of Simon Property Group worth $14.8M as of Q2 2026.
  • Osaic Holdings bought 8,302 Simon Property Group shares in Q2 2026, an estimated $1.71M.
  • Simon Property Group made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #803 holding.
  • Osaic Holdings first reported a position in Simon Property Group in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Simon Property Group position peaked at $19.1M in Q4 2023.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.