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Pine Valley Investments’s Simon Property Group SPG Stock Holding History

Pine Valley Investments’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 		$2.13M Sell
9,537
-44
-0.5% -$9.05K 0.08% 217
2026
Q1 		$1.79M Sell
9,581
-497
-5% -$94.8K 0.08% 222
2025
Q4 		$1.87M Sell
10,078
-202
-2% -$36.7K 0.09% 206
2025
Q3 		$1.93M Buy
10,280
+204
+2% +$35.2K 0.09% 203
2025
Q2 		$1.62M Buy
10,076
+201
+2% +$31.8K 0.09% 212
2025
Q1 		$1.64M Sell
9,875
-210
-2% -$36.7K 0.1% 202
2024
Q4 		$1.74M Hold
10,085
– – 0.1% 187
2024
Q3 		$1.7M Sell
10,085
-90
-0.9% -$14.2K 0.1% 193
2024
Q2 		$1.54M Buy
10,175
+1,700
+20% +$250K 0.1% 194
2024
Q1 		$1.33M Hold
8,475
– – 0.09% 203
2023
Q4 		$1.21M Sell
8,475
-625
-7% -$75.5K 0.09% 199
2023
Q3 		$983K Buy
9,100
+500
+6% +$58.6K 0.09% 212
2023
Q2 		$993K Buy
+8,600
New +$937K 0.1% 191

Other funds holding SPG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pine Valley Investments's SPG Position: Q2 2026 in Review

Pine Valley Investments reduced its Simon Property Group (SPG) stake by 0.46% in Q2 2026, selling an estimated $9.05K and leaving 9,537 shares worth $2.13M. The position accounts for 0.08% of the portfolio, ranked #217.

Pine Valley Investments first reported a position in SPG in Q2 2023 and has held it in 13 quarters since. 688 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Pine Valley Investments held 9,537 shares of Simon Property Group worth $2.13M as of Q2 2026.
  • Pine Valley Investments sold 44 Simon Property Group shares in Q2 2026, an estimated $9.05K.
  • Simon Property Group made up 0.08% of Pine Valley Investments's portfolio in Q2 2026, its #217 holding.
  • Pine Valley Investments first reported a position in Simon Property Group in Q2 2023 and has held it in 13 quarters since.
  • 688 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.