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 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

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

Rossmore Private Capital's SPG Position: Q2 2026 in Review

Rossmore Private Capital reduced its Simon Property Group (SPG) stake by 4.2% in Q2 2026, selling an estimated $20.6K and leaving 2,300 shares worth $514K. The position accounts for 0.04% of the portfolio, ranked #209.

Rossmore Private Capital first reported a position in SPG in Q4 2017 and has held it in 14 quarters since. The position peaked at $606K in Q4 2023. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Rossmore Private Capital held 2,300 shares of Simon Property Group worth $514K as of Q2 2026.
Rossmore Private Capital sold 100 Simon Property Group shares in Q2 2026, an estimated $20.6K.
Simon Property Group made up 0.04% of Rossmore Private Capital's portfolio in Q2 2026, its #209 holding.
Rossmore Private Capital first reported a position in Simon Property Group in Q4 2017 and has held it in 14 quarters since.
Rossmore Private Capital's Simon Property Group position peaked at $606K in Q4 2023.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.