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Pekin Hardy Strauss’s Simon Property Group SPG Stock Holding History

Pekin Hardy Strauss’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 		$825K Sell
4,421
-99
-2% -$18.9K 0.09% 238
2025
Q4 		$837K Buy
4,520
+30
+0.7% +$5.45K 0.08% 217
2025
Q3 		$843K Hold
4,490
– – 0.08% 202
2025
Q2 		$722K Sell
4,490
-26
-0.6% -$4.11K 0.08% 206
2025
Q1 		$750K Buy
4,516
+1
+0% +$175 0.09% 192
2024
Q4 		$778K Hold
4,515
– – 0.1% 188
2024
Q3 		$763K Hold
4,515
– – 0.1% 185
2024
Q2 		$685K Hold
4,515
– – 0.09% 183
2024
Q1 		$707K Sell
4,515
-60
-1% -$8.8K 0.1% 176
2023
Q4 		$653K Sell
4,575
-200
-4% -$24.2K 0.09% 172
2023
Q3 		$516K Sell
4,775
-100
-2% -$11.7K 0.08% 191
2023
Q2 		$563K Buy
4,875
+200
+4% +$21.8K 0.06% 188
2023
Q1 		$523K Hold
4,675
– – 0.07% 195
2022
Q4 		$549K Sell
4,675
-33
-0.7% -$3.67K 0.08% 187
2022
Q3 		$423K Sell
4,708
-70
-1% -$7.16K 0.07% 200
2022
Q2 		$454K Sell
4,778
-125
-3% -$14.3K 0.06% 209
2022
Q1 		$645K Sell
4,903
-8,075
-62% -$1.15M 0.08% 203
2021
Q4 		$2.07M Sell
12,978
-26,632
-67% -$4.06M 0.28% 101
2021
Q3 		$5.15M Sell
39,610
-2,576
-6% -$335K 0.73% 30
2021
Q2 		$5.5M Sell
42,186
-3,714
-8% -$462K 0.77% 30
2021
Q1 		$5.22M Buy
45,900
+3,895
+9% +$406K 0.82% 31
2020
Q4 		$3.58M Buy
+42,005
New +$3.21M 0.62% 41

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

Pekin Hardy Strauss's SPG Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its Simon Property Group (SPG) stake by 2.2% in Q1 2026, selling an estimated $18.9K and leaving 4,421 shares worth $825K. The position accounts for 0.09% of the portfolio, ranked #238.

Pekin Hardy Strauss first reported a position in SPG in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.5M in Q2 2021. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Pekin Hardy Strauss held 4,421 shares of Simon Property Group worth $825K as of Q1 2026.
  • Pekin Hardy Strauss sold 99 Simon Property Group shares in Q1 2026, an estimated $18.9K.
  • Simon Property Group made up 0.09% of Pekin Hardy Strauss's portfolio in Q1 2026, its #238 holding.
  • Pekin Hardy Strauss first reported a position in Simon Property Group in Q4 2020 and has held it in 22 quarters since.
  • Pekin Hardy Strauss's Simon Property Group position peaked at $5.5M in Q2 2021.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.