Patton Fund Management’s Simon Property Group SPG Stock Holding History

Patton Fund 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	–	Sell	-1,355	Closed	-$253K	–	412
2026 Q1	$253K	Buy	1,355 +126	+10%	+$24K	0.04%	269
2025 Q4	$228K	Sell	1,229 -351	-22%	-$63.8K	0.03%	257
2025 Q3	$297K	Hold	1,580	–	–	0.05%	118
2025 Q2	$254K	Sell	1,580 -23,626	-94%	-$3.73M	0.06%	169
2025 Q1	$4.19M	Sell	25,206 -7,512	-23%	-$1.31M	1.01%	40
2024 Q4	$5.63M	Sell	32,718 -5,912	-15%	-$1.04M	1.1%	38
2024 Q3	$6.53M	Buy	+38,630	New	+$6.12M	1.35%	14

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Patton Fund Management's SPG Position: Q2 2026 in Review

Patton Fund Management sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 1,355 shares — an estimated $253K sold.

Patton Fund Management first reported a position in SPG in Q3 2024 and held it in 7 quarters. The position peaked at $6.53M in Q3 2024. 447 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Patton Fund Management reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 1,355 Simon Property Group shares in Q2 2026, an estimated $253K.
Patton Fund Management first reported a position in Simon Property Group in Q3 2024 and held it in 7 quarters.
Patton Fund Management's Simon Property Group position peaked at $6.53M in Q3 2024.
447 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.