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&Partners’s Simon Property Group SPG Stock Holding History

&Partners’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 		$9.28M Buy
49,699
+2,567
+5% +$490K 0.05% 346
2025
Q4 		$8.72M Sell
47,132
-10,673
-18% -$1.94M 0.05% 340
2025
Q3 		$8.18M Buy
57,805
+7,911
+16% +$1.37M 0.05% 313
2025
Q2 		$8.03M Buy
49,894
+30,882
+162% +$4.88M 0.06% 271
2025
Q1 		$3.12M Buy
19,012
+3,228
+20% +$564K 0.03% 408
2024
Q4 		$2.78M Buy
15,784
+9,112
+137% +$1.6M 0.03% 399
2024
Q3 		$1.13M Buy
6,672
+5,326
+396% +$843K 0.02% 533
2024
Q2 		$204K Buy
+1,346
New +$198K 0.01% 847

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

&Partners's SPG Position: Q1 2026 in Review

&Partners increased its Simon Property Group (SPG) stake by 5.4% in Q1 2026, buying an estimated $490K and bringing the position to 49,699 shares worth $9.28M. The position accounts for 0.05% of the portfolio, ranked #346.

&Partners first reported a position in SPG in Q2 2024 and has held it in 8 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • &Partners held 49,699 shares of Simon Property Group worth $9.28M as of Q1 2026.
  • &Partners bought 2,567 Simon Property Group shares in Q1 2026, an estimated $490K.
  • Simon Property Group made up 0.05% of &Partners's portfolio in Q1 2026, its #346 holding.
  • &Partners first reported a position in Simon Property Group in Q2 2024 and has held it in 8 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.