Radnor Capital Management’s Simon Property Group SPG Stock Holding History

Radnor Capital Management’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	$1.1M	Sell	4,937 -150	-3%	-$30.9K	0.16%	150
2026 Q1	$949K	Hold	5,087	–	–	0.14%	164
2025 Q4	$942K	Hold	5,087	–	–	0.14%	161
2025 Q3	$955K	Sell	5,087 -400	-7%	-$69.1K	0.15%	156
2025 Q2	$882K	Sell	5,487 -185	-3%	-$29.2K	0.14%	168
2025 Q1	$942K	Sell	5,672 -60	-1%	-$10.5K	0.16%	158
2024 Q4	$987K	Sell	5,732 -3,747	-40%	-$658K	0.16%	156
2024 Q3	$1.6M	Buy	+9,479	New	+$1.5M	0.24%	112
2024 Q2	–	Sell	-8,004	Closed	-$1.25M	–	289
2024 Q1	$1.25M	Buy	+8,004	New	+$1.17M	0.21%	118
2023 Q4	–	Sell	-9,488	Closed	-$1.02M	–	325
2023 Q3	$1.02M	Buy	+9,488	New	+$1.11M	0.2%	132
2023 Q1	–	Sell	-11,918	Closed	-$1.43M	–	241
2022 Q4	$1.43M	Hold	11,918	–	–	0.35%	81
2022 Q3	$1.07M	Buy	11,918 +715	+6%	+$73.1K	0.31%	96
2022 Q2	$1.06M	Buy	11,203 +5,045	+82%	+$578K	0.29%	98
2022 Q1	$810K	Sell	6,158 -1,158	-16%	-$165K	0.2%	133
2021 Q4	$1.17M	Buy	+7,316	New	+$1.12M	0.29%	86
2021 Q3	–	Sell	-4,266	Closed	-$557K	–	194
2021 Q2	$557K	Hold	4,266	–	–	0.19%	103
2021 Q1	$485K	Hold	4,266	–	–	0.16%	136
2020 Q4	$364K	Buy	+4,266	New	+$326K	0.1%	161

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Radnor Capital Management's SPG Position: Q2 2026 in Review

Radnor Capital Management reduced its Simon Property Group (SPG) stake by 2.9% in Q2 2026, selling an estimated $30.9K and leaving 4,937 shares worth $1.1M. The position accounts for 0.16% of the portfolio, ranked #150.

Radnor Capital Management first reported a position in SPG in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.6M in Q3 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Radnor Capital Management held 4,937 shares of Simon Property Group worth $1.1M as of Q2 2026.
Radnor Capital Management sold 150 Simon Property Group shares in Q2 2026, an estimated $30.9K.
Simon Property Group made up 0.16% of Radnor Capital Management's portfolio in Q2 2026, its #150 holding.
Radnor Capital Management first reported a position in Simon Property Group in Q4 2020 and has held it in 18 quarters since.
Radnor Capital Management's Simon Property Group position peaked at $1.6M in Q3 2024.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.