Osaic Holdings
SPG icon

Osaic Holdings’s Simon Property Group SPG Stock Holding History

Osaic Holdings’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
-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

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

Osaic Holdings's SPG Position: Q1 2026 in Review

Osaic Holdings increased its Simon Property Group (SPG) stake by 20% in Q1 2026, buying an estimated $1.83M and bringing the position to 57,834 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #863.

Osaic Holdings first reported a position in SPG in Q1 2020 and has held it in 25 quarters since. The position peaked at $19.1M in Q4 2023. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Osaic Holdings held 57,834 shares of Simon Property Group worth $10.8M as of Q1 2026.
  • Osaic Holdings bought 9,581 Simon Property Group shares in Q1 2026, an estimated $1.83M.
  • Simon Property Group made up 0.02% of Osaic Holdings's portfolio in Q1 2026, its #863 holding.
  • Osaic Holdings first reported a position in Simon Property Group in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Simon Property Group position peaked at $19.1M in Q4 2023.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.