OCM
SPG icon

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
Q2 		$32.4K Buy
145
+54
+59% +$11.1K 0.03% 156
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 $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

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

Osbon Capital Management increased its Simon Property Group (SPG) stake by 59% in Q2 2026, buying an estimated $11.1K and bringing the position to 145 shares worth $32.4K. The position accounts for 0.03% of the portfolio, ranked #156.

Osbon Capital Management first reported a position in SPG in Q4 2025 and has held it in 3 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Osbon Capital Management held 145 shares of Simon Property Group worth $32.4K as of Q2 2026.
  • Osbon Capital Management bought 54 Simon Property Group shares in Q2 2026, an estimated $11.1K.
  • Simon Property Group made up 0.03% of Osbon Capital Management's portfolio in Q2 2026, its #156 holding.
  • Osbon Capital Management first reported a position in Simon Property Group in Q4 2025 and has held it in 3 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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