Pacific Heights Asset Management’s Simon Property Group SPG Stock Holding History

Pacific Heights Asset 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	$23.3M	Hold	125,000	–	–	0.78%	49
2025 Q4	$23.1M	Hold	125,000	–	–	0.87%	41
2025 Q3	$23.5M	Buy	125,000 +25,000	+25%	+$4.32M	1.04%	25
2025 Q2	$16.1M	Hold	100,000	–	–	0.86%	34
2025 Q1	$16.6M	Sell	100,000 -400,000	-80%	-$69.9M	1.13%	23
2024 Q4	$5.25M	Buy	500,000 +400,000	+400%	+$70.2M	0.36%	61
2024 Q3	$16.9M	Hold	100,000	–	–	1.26%	20
2024 Q2	$15.2M	Hold	100,000	–	–	1.19%	23
2024 Q1	$15.6M	Hold	100,000	–	–	1.28%	24
2023 Q4	$14.3M	Hold	100,000	–	–	1.22%	28
2023 Q3	$10.8M	Hold	100,000	–	–	1.02%	34
2023 Q2	$11.5M	Hold	100,000	–	–	1.05%	33
2023 Q1	$11.2M	Hold	100,000	–	–	1.05%	32
2022 Q4	$11.7M	Hold	100,000	–	–	1.14%	30
2022 Q3	$8.97M	Hold	100,000	–	–	0.95%	40
2022 Q2	$9.49M	Hold	100,000	–	–	0.97%	41
2022 Q1	$13.2M	Hold	100,000	–	–	1.12%	32
2021 Q4	$16M	Hold	100,000	–	–	1.34%	20
2021 Q3	$13M	Hold	100,000	–	–	1.23%	22
2021 Q2	$13M	Hold	100,000	–	–	1.19%	25
2021 Q1	$11.4M	Hold	100,000	–	–	1.04%	27
2020 Q4	$8.53M	Buy	100,000 +50,000	+100%	+$3.82M	0.84%	33
2020 Q3	$3.23M	Buy	+50,000	New	+$3.28M	0.42%	62

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacific Heights Asset Management's SPG Position: Q1 2026 in Review

Pacific Heights Asset Management held its Simon Property Group (SPG) position steady in Q1 2026 at 125,000 shares worth $23.3M. The position accounts for 0.78% of the portfolio, ranked #49.

Pacific Heights Asset Management first reported a position in SPG in Q3 2020 and has held it in 23 quarters since. The position peaked at $23.5M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Pacific Heights Asset Management held 125,000 shares of Simon Property Group worth $23.3M as of Q1 2026.
Pacific Heights Asset Management left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up 0.78% of Pacific Heights Asset Management's portfolio in Q1 2026, its #49 holding.
Pacific Heights Asset Management first reported a position in Simon Property Group in Q3 2020 and has held it in 23 quarters since.
Pacific Heights Asset Management's Simon Property Group position peaked at $23.5M in Q3 2025.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Pacific Heights Asset Management's 13F filing for Q1 2026, filed 8 May 2026.