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Rossby Financial’s Simon Property Group SPG Stock Holding History

Rossby Financial’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 		$16.1K Sell
72
-1
-1% -$206 ﹤0.01% 1027
2026
Q1 		$13.7K Sell
73
-19
-21% -$3.62K ﹤0.01% 1139
2025
Q4 		$17K Sell
92
-205
-69% -$37.2K 0.01% 770
2025
Q3 		$55.1K Buy
297
+25
+9% +$4.32K 0.02% 518
2025
Q2 		$43.7K Sell
272
-287
-51% -$45.3K 0.02% 518
2025
Q1 		$87.5K Buy
+559
New +$97.7K 0.04% 367

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

Rossby Financial's SPG Position: Q2 2026 in Review

Rossby Financial reduced its Simon Property Group (SPG) stake by 1.4% in Q2 2026, selling an estimated $206 and leaving 72 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Rossby Financial first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. The position peaked at $87.5K in Q1 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Rossby Financial held 72 shares of Simon Property Group worth $16.1K as of Q2 2026.
  • Rossby Financial sold 1 Simon Property Group share in Q2 2026, an estimated $206.
  • Simon Property Group made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1027 holding.
  • Rossby Financial first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Simon Property Group position peaked at $87.5K in Q1 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.