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

Osbon 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
Q1 		$17K Buy
91
+20
+28% +$3.81K 0.01% 245
2025
Q4 		$13.1K Buy
+71
New +$12.9K 0.01% 205

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

Osbon Capital Management's SPG Position: Q1 2026 in Review

Osbon Capital Management increased its Simon Property Group (SPG) stake by 28% in Q1 2026, buying an estimated $3.81K and bringing the position to 91 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #245.

Osbon Capital Management first reported a position in SPG in Q4 2025 and has held it in 2 quarters since. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Osbon Capital Management held 91 shares of Simon Property Group worth $17K as of Q1 2026.
  • Osbon Capital Management bought 20 Simon Property Group shares in Q1 2026, an estimated $3.81K.
  • Simon Property Group made up 0.01% of Osbon Capital Management's portfolio in Q1 2026, its #245 holding.
  • Osbon Capital Management first reported a position in Simon Property Group in Q4 2025 and has held it in 2 quarters since.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.