PWG
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Portside Wealth Group’s Simon Property Group SPG Stock Holding History

Portside Wealth Group’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 		$1.63M Buy
7,306
+200
+3% +$41.2K 0.19% 125
2026
Q1 		$1.33M Buy
7,106
+170
+2% +$32.4K 0.18% 135
2025
Q4 		$1.28M Buy
6,936
+602
+10% +$109K 0.17% 137
2025
Q3 		$1.19M Buy
6,334
+202
+3% +$34.9K 0.16% 143
2025
Q2 		$986K Buy
6,132
+376
+7% +$59.4K 0.15% 149
2025
Q1 		$956K Buy
5,756
+1,321
+30% +$231K 0.16% 143
2024
Q4 		$764K Buy
4,435
+282
+7% +$49.5K 0.13% 172
2024
Q3 		$702K Buy
4,153
+673
+19% +$107K 0.12% 179
2024
Q2 		$528K Sell
3,480
-143
-4% -$21.1K 0.1% 201
2024
Q1 		$567K Buy
3,623
+82
+2% +$12K 0.1% 199
2023
Q4 		$505K Buy
+3,541
New +$428K 0.09% 213

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Portside Wealth Group's SPG Position: Q2 2026 in Review

Portside Wealth Group increased its Simon Property Group (SPG) stake by 2.8% in Q2 2026, buying an estimated $41.2K and bringing the position to 7,306 shares worth $1.63M. The position accounts for 0.19% of the portfolio, ranked #125.

Portside Wealth Group first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 291 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Portside Wealth Group held 7,306 shares of Simon Property Group worth $1.63M as of Q2 2026.
  • Portside Wealth Group bought 200 Simon Property Group shares in Q2 2026, an estimated $41.2K.
  • Simon Property Group made up 0.19% of Portside Wealth Group's portfolio in Q2 2026, its #125 holding.
  • Portside Wealth Group first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 291 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.