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Principal Securities’s Simon Property Group SPG Stock Holding History

Principal Securities’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 		$1.49M Sell
6,642
-2,833
-30% -$583K 0.02% 653
2026
Q1 		$1.77M Buy
9,475
+386
+4% +$73.6K 0.03% 541
2025
Q4 		$1.68M Buy
9,089
+547
+6% +$99.4K 0.03% 531
2025
Q3 		$1.6M Buy
8,542
+541
+7% +$93.4K 0.03% 516
2025
Q2 		$1.29M Buy
8,001
+3,711
+87% +$586K 0.02% 542
2025
Q1 		$739K Buy
4,290
+150
+4% +$26.2K 0.02% 657
2024
Q4 		$713K Buy
4,140
+166
+4% +$29.1K 0.02% 664
2024
Q3 		$672K Buy
3,974
+924
+30% +$146K 0.02% 663
2024
Q2 		$463K Buy
3,050
+367
+14% +$54.1K 0.01% 727
2024
Q1 		$420K Buy
2,683
+216
+9% +$31.7K 0.01% 736
2023
Q4 		$352K Buy
+2,467
New +$298K 0.01% 740

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

Principal Securities's SPG Position: Q2 2026 in Review

Principal Securities reduced its Simon Property Group (SPG) stake by 30% in Q2 2026, selling an estimated $583K and leaving 6,642 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #653.

Principal Securities first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Principal Securities held 6,642 shares of Simon Property Group worth $1.49M as of Q2 2026.
  • Principal Securities sold 2,833 Simon Property Group shares in Q2 2026, an estimated $583K.
  • Simon Property Group made up 0.02% of Principal Securities's portfolio in Q2 2026, its #653 holding.
  • Principal Securities first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Simon Property Group position peaked at $1.77M in Q1 2026.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.