Perigon Wealth Management’s Simon Property Group SPG Stock Holding History

Perigon Wealth 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	$1.48M	Sell	7,957 -13	-0.2%	-$2.48K	0.03%	435
2025 Q4	$1.48M	Buy	7,970 +50	+0.6%	+$9.08K	0.03%	444
2025 Q3	$1.49M	Buy	7,920 +696	+10%	+$120K	0.03%	413
2025 Q2	$1.16M	Buy	7,224 +856	+13%	+$135K	0.03%	432
2025 Q1	$1.06M	Sell	6,368 -91	-1%	-$15.9K	0.03%	436
2024 Q4	$1.12M	Sell	6,459 -178	-3%	-$31.2K	0.03%	424
2024 Q3	$1.12M	Sell	6,637 -362	-5%	-$57.3K	0.03%	405
2024 Q2	$1.06M	Buy	6,999 +832	+13%	+$123K	0.03%	364
2024 Q1	$965K	Sell	6,167 -308	-5%	-$45.2K	0.03%	380
2023 Q4	$924K	Sell	6,475 -2,398	-27%	-$290K	0.03%	357
2023 Q3	$959K	Sell	8,873 -350	-4%	-$41K	0.04%	316
2023 Q2	$1.07M	Buy	9,223 +6,097	+195%	+$664K	0.04%	309
2023 Q1	$350K	Sell	3,126 -727	-19%	-$86.8K	0.02%	489
2022 Q4	$453K	Buy	3,853 +1,296	+51%	+$144K	0.03%	410
2022 Q3	$229K	Buy	+2,557	New	+$262K	0.02%	498
2021 Q3	–	Sell	-1,694	Closed	-$221K	–	559
2021 Q2	$221K	Buy	+1,694	New	+$211K	0.02%	477
2017 Q3	–	Sell	-4,771	Closed	-$772K	–	708
2017 Q2	$772K	Buy	4,771 +2,956	+163%	+$481K	0.17%	137
2017 Q1	$312K	Buy	+1,815	New	+$324K	0.07%	217

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

Perigon Wealth Management's SPG Position: Q1 2026 in Review

Perigon Wealth Management reduced its Simon Property Group (SPG) stake by 0.16% in Q1 2026, selling an estimated $2.48K and leaving 7,957 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #435.

Perigon Wealth Management first reported a position in SPG in Q1 2017 and has held it in 18 quarters since. The position peaked at $1.49M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Perigon Wealth Management held 7,957 shares of Simon Property Group worth $1.48M as of Q1 2026.
Perigon Wealth Management sold 13 Simon Property Group shares in Q1 2026, an estimated $2.48K.
Simon Property Group made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #435 holding.
Perigon Wealth Management first reported a position in Simon Property Group in Q1 2017 and has held it in 18 quarters since.
Perigon Wealth Management's Simon Property Group position peaked at $1.49M in Q3 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.