Pinnacle Associates’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.39M | Buy |
7,472
+480
| +7% | +$91.5K | 0.02% | 460 |
|
|
2025
Q4 | $1.29M | Buy |
6,992
+734
| +12% | +$133K | 0.02% | 474 |
|
|
2025
Q3 | $1.17M | Buy |
6,258
+928
| +17% | +$160K | 0.02% | 481 |
|
|
2025
Q2 | $857K | Buy |
5,330
+649
| +14% | +$103K | 0.01% | 538 |
|
|
2025
Q1 | $777K | Buy |
4,681
+449
| +11% | +$78.5K | 0.01% | 528 |
|
|
2024
Q4 | $729K | Buy |
4,232
+2,034
| +93% | +$357K | 0.01% | 531 |
|
|
2024
Q3 | $314K | Sell |
2,198
-786
| -26% | -$124K | 0.01% | 666 |
|
|
2024
Q2 | $453K | Buy |
2,984
+626
| +27% | +$92.2K | 0.01% | 600 |
|
|
2024
Q1 | $369K | Buy |
2,358
+160
| +7% | +$23.5K | 0.01% | 647 |
|
|
2023
Q4 | $314K | Sell |
2,198
-13
| -0.6% | -$1.57K | 0.01% | 676 |
|
|
2023
Q3 | $239K | Buy |
2,211
+4
| +0.2% | +$468 | ﹤0.01% | 723 |
|
|
2023
Q2 | $255K | Sell |
2,207
-32
| -1% | -$3.49K | ﹤0.01% | 723 |
|
|
2023
Q1 | $251K | Buy |
2,239
+79
| +4% | +$9.43K | 0.01% | 668 |
|
|
2022
Q4 | $254K | Buy |
+2,160
| New | +$240K | 0.01% | 650 |
|
|
2022
Q2 | – | Sell |
-2,440
| Closed | -$321K | – | 790 |
|
|
2022
Q1 | $321K | Sell |
2,440
-82
| -3% | -$11.7K | 0.01% | 650 |
|
|
2021
Q4 | $403K | Sell |
2,522
-6
| -0.2% | -$916 | 0.01% | 604 |
|
|
2021
Q3 | $329K | Buy |
2,528
+46
| +2% | +$5.99K | 0.01% | 625 |
|
|
2021
Q2 | $324K | Sell |
2,482
-267
| -10% | -$33.2K | 0.01% | 633 |
|
|
2021
Q1 | $313K | Buy |
+2,749
| New | +$287K | 0.01% | 613 |
|
|
2020
Q3 | – | Sell |
-4,904
| Closed | -$335K | – | 695 |
|
|
2020
Q2 | $335K | Sell |
4,904
-47
| -0.9% | -$2.95K | 0.01% | 541 |
|
|
2020
Q1 | $272K | Buy |
4,951
+973
| +24% | +$116K | 0.01% | 565 |
|
|
2019
Q4 | $593K | Sell |
3,978
-242
| -6% | -$36.3K | 0.01% | 509 |
|
|
2019
Q3 | $657K | Buy |
4,220
+69
| +2% | +$10.7K | 0.02% | 483 |
|
|
2019
Q2 | $663K | Buy |
+4,151
| New | +$715K | 0.02% | 487 |
|
|
2015
Q2 | – | Sell |
-1,149
| Closed | -$225K | – | 670 |
|
|
2015
Q1 | $225K | Hold |
1,149
| – | – | ﹤0.01% | 600 |
|
|
2014
Q4 | $209K | Buy |
+1,149
| New | +$204K | ﹤0.01% | 590 |
|
|
2014
Q2 | – | Sell |
-1,753
| Closed | -$270K | – | 622 |
|
|
2014
Q1 | $270K | Buy |
+1,753
| New | +$261K | 0.01% | 524 |
|
Other funds holding SPG
VPM
VCM
Pinnacle Associates's SPG Position: Q1 2026 in Review
Pinnacle Associates increased its Simon Property Group (SPG) stake by 6.9% in Q1 2026, buying an estimated $91.5K and bringing the position to 7,472 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #460.
Pinnacle Associates first reported a position in SPG in Q1 2014 and has held it in 27 quarters since. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.
- Pinnacle Associates held 7,472 shares of Simon Property Group worth $1.39M as of Q1 2026.
- Pinnacle Associates bought 480 Simon Property Group shares in Q1 2026, an estimated $91.5K.
- Simon Property Group made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #460 holding.
- Pinnacle Associates first reported a position in Simon Property Group in Q1 2014 and has held it in 27 quarters since.
- 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.