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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rossmore Private Capital's SPG Position: Q1 2026 in Review

Rossmore Private Capital reduced its Simon Property Group (SPG) stake by 4% in Q1 2026, selling an estimated $19.1K and leaving 2,400 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #212.

Rossmore Private Capital first reported a position in SPG in Q4 2017 and has held it in 13 quarters since. The position peaked at $606K in Q4 2023. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Rossmore Private Capital held 2,400 shares of Simon Property Group worth $448K as of Q1 2026.
  • Rossmore Private Capital sold 100 Simon Property Group shares in Q1 2026, an estimated $19.1K.
  • Simon Property Group made up 0.04% of Rossmore Private Capital's portfolio in Q1 2026, its #212 holding.
  • Rossmore Private Capital first reported a position in Simon Property Group in Q4 2017 and has held it in 13 quarters since.
  • Rossmore Private Capital's Simon Property Group position peaked at $606K in Q4 2023.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.