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Ridgewood Investments’s Simon Property Group SPG Stock Holding History

Ridgewood Investments’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 		$277K Hold
1,238
– – 0.1% 190
2026
Q1 		$231K Buy
+1,238
New +$236K 0.09% 198
2025
Q3 		$240K Hold
1,280
– – 0.1% 194
2025
Q2 		$206K Hold
1,280
– – 0.09% 192
2025
Q1 		$213K Hold
1,280
– – 0.1% 178
2024
Q4 		$220K Hold
1,280
– – 0.11% 169
2024
Q3 		$216K Sell
1,280
-71
-5% -$11.2K 0.11% 161
2024
Q2 		$205K Sell
1,351
-328
-20% -$48.3K 0.1% 172
2024
Q1 		$263K Sell
1,679
-60
-3% -$8.8K 0.14% 156
2023
Q4 		$248K Buy
+1,739
New +$210K 0.15% 153
2023
Q3 		– Sell
-1,739
Closed -$201K – 665
2023
Q2 		$201K Buy
1,739
+200
+13% +$21.8K 0.11% 168
2023
Q1 		$172K Buy
+1,539
New +$184K 0.11% 193

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

Ridgewood Investments's SPG Position: Q2 2026 in Review

Ridgewood Investments held its Simon Property Group (SPG) position steady in Q2 2026 at 1,238 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #190.

Ridgewood Investments first reported a position in SPG in Q1 2023 and has held it in 12 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Ridgewood Investments held 1,238 shares of Simon Property Group worth $277K as of Q2 2026.
  • Ridgewood Investments left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.1% of Ridgewood Investments's portfolio in Q2 2026, its #190 holding.
  • Ridgewood Investments first reported a position in Simon Property Group in Q1 2023 and has held it in 12 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.