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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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. 297 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.
297 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.