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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$425K Sell
1,900
-100
-5% -$20.6K 0.03% 226
2026
Q1
$373K Sell
2,000
-500
-20% -$95.4K 0.03% 232
2025
Q4
$463K Buy
+2,500
New +$454K 0.04% 209

Other funds holding SPG

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. 1,361 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.
  • 1,361 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.