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Piedmont Capital Management (Montana)’s Simon Property Group SPG Stock Holding History

Piedmont Capital Management (Montana)’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 		$400K Buy
1,802
+3
+0.2% +$617 0.2% 40
2026
Q1 		$341K Buy
1,799
+3
+0.2% +$572 0.17% 38
2025
Q4 		$333K Buy
1,796
+2
+0.1% +$363 0.17% 40
2025
Q3 		$333K Buy
1,794
+3
+0.2% +$518 0.18% 41
2025
Q2 		$288K Sell
1,791
-60
-3% -$9.48K 0.17% 43
2025
Q1 		$260K Buy
1,851
+2
+0.1% +$350 0.19% 39
2024
Q4 		$320K Buy
1,849
+3
+0.2% +$527 0.19% 43
2024
Q3 		$322K Sell
1,846
-1,026
-36% -$162K 0.19% 44
2024
Q2 		$432K Hold
2,872
– – 0.29% 36
2024
Q1 		$432K Buy
2,872
+6
+0.2% +$880 0.29% 36
2023
Q4 		$409K Buy
2,866
+3
+0.1% +$363 0.3% 38
2023
Q3 		$309K Hold
2,863
– – 0.25% 40
2023
Q2 		$331K Sell
2,863
-77
-3% -$8.39K 0.25% 39
2023
Q1 		$324K Sell
2,940
-46
-2% -$5.49K 0.26% 40
2022
Q4 		$351K Buy
2,986
+3
+0.1% +$333 0.29% 38
2022
Q3 		$269K Buy
2,983
+3
+0.1% +$307 0.24% 37
2022
Q2 		$282K Buy
2,980
+4
+0.1% +$458 0.29% 34
2022
Q1 		$396K Sell
2,976
-226
-7% -$32.2K 0.3% 34
2021
Q4 		$512K Buy
3,202
+2
+0.1% +$305 0.4% 29
2021
Q3 		$416K Buy
3,200
+4
+0.1% +$521 0.33% 32
2021
Q2 		$423K Buy
3,196
+13
+0.4% +$1.62K 0.35% 32
2021
Q1 		$367K Buy
3,183
+2
+0.1% +$209 0.34% 33
2020
Q4 		$271K Buy
+3,181
New +$243K 0.27% 40

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Piedmont Capital Management (Montana)'s SPG Position: Q2 2026 in Review

Piedmont Capital Management (Montana) increased its Simon Property Group (SPG) stake by 0.17% in Q2 2026, buying an estimated $617 and bringing the position to 1,802 shares worth $400K. The position accounts for 0.2% of the portfolio, ranked #40.

Piedmont Capital Management (Montana) first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. The position peaked at $512K in Q4 2021. 1,350 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Piedmont Capital Management (Montana) held 1,802 shares of Simon Property Group worth $400K as of Q2 2026.
  • Piedmont Capital Management (Montana) bought 3 Simon Property Group shares in Q2 2026, an estimated $617.
  • Simon Property Group made up 0.2% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #40 holding.
  • Piedmont Capital Management (Montana) first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
  • Piedmont Capital Management (Montana)'s Simon Property Group position peaked at $512K in Q4 2021.
  • 1,350 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.