Rossmore Private Capital
SPG icon

Rossmore Private Capital’s Simon Property Group SPG Stock Holding History

Rossmore Private Capital’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
Q3 		$627K Buy
3,125
+825
+36% +$180K 0.05% 194
2026
Q2 		$514K Sell
2,300
-100
-4% -$20.6K 0.04% 209
2026
Q1 		$448K Sell
2,400
-100
-4% -$19.1K 0.04% 212
2025
Q4 		$463K Hold
2,500
– – 0.04% 208
2025
Q3 		$469K Hold
2,500
– – 0.05% 189
2025
Q2 		$402K Sell
2,500
-600
-19% -$94.8K 0.05% 194
2025
Q1 		$515K Buy
3,100
+400
+15% +$69.9K 0.06% 168
2024
Q4 		$465K Sell
2,700
-500
-16% -$87.8K 0.06% 170
2024
Q3 		$541K Buy
3,200
+600
+23% +$95K 0.07% 165
2024
Q2 		$395K Sell
2,600
-1,100
-30% -$162K 0.05% 184
2024
Q1 		$579K Sell
3,700
-550
-13% -$80.7K 0.08% 155
2023
Q4 		$606K Buy
4,250
+50
+1% +$6.04K 0.09% 147
2023
Q3 		$454K Hold
4,200
– – 0.07% 157
2023
Q2 		$485K Buy
+4,200
New +$457K 0.07% 154
2018
Q1 		– Sell
-554
Closed -$95.1K – 356
2017
Q4 		$95.1K Buy
+554
New +$90K 0.1% 132

Other funds holding SPG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Rossmore Private Capital's SPG Position: Q3 2026 in Review

Rossmore Private Capital increased its Simon Property Group (SPG) stake by 36% in Q3 2026, buying an estimated $180K and bringing the position to 3,125 shares worth $627K. The position accounts for 0.05% of the portfolio, ranked #194.

Rossmore Private Capital first reported a position in SPG in Q4 2017 and has held it in 15 quarters since. 788 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Rossmore Private Capital held 3,125 shares of Simon Property Group worth $627K as of Q3 2026.
  • Rossmore Private Capital bought 825 Simon Property Group shares in Q3 2026, an estimated $180K.
  • Simon Property Group made up 0.05% of Rossmore Private Capital's portfolio in Q3 2026, its #194 holding.
  • Rossmore Private Capital first reported a position in Simon Property Group in Q4 2017 and has held it in 15 quarters since.
  • 788 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Rossmore Private Capital's 13F filing for Q3 2026, filed 27 Oct 2026.