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Rothschild Investment LLC’s Simon Property Group SPG Stock Holding History

Rothschild Investment LLC’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 		$797K Sell
3,562
-40
-1% -$8.23K 0.03% 476
2026
Q1 		$672K Sell
3,602
-22
-0.6% -$4.2K 0.04% 337
2025
Q4 		$671K Buy
3,624
+29
+0.8% +$5.27K 0.04% 309
2025
Q3 		$675K Buy
3,595
+6
+0.2% +$1.04K 0.04% 294
2025
Q2 		$577K Buy
3,589
+12
+0.3% +$1.9K 0.04% 308
2025
Q1 		$594K Buy
3,577
+33
+0.9% +$5.77K 0.04% 303
2024
Q4 		$610K Buy
3,544
+22
+0.6% +$3.86K 0.04% 307
2024
Q3 		$595K Sell
3,522
-2
-0.1% -$317 0.04% 314
2024
Q2 		$535K Buy
3,524
+217
+7% +$32K 0.04% 317
2024
Q1 		$518K Buy
3,307
+37
+1% +$5.43K 0.04% 320
2023
Q4 		$466K Sell
3,270
-133
-4% -$16.1K 0.04% 286
2023
Q3 		$368K Buy
3,403
+30
+0.9% +$3.51K 0.03% 348
2023
Q2 		$389K Sell
3,373
-2,588
-43% -$282K 0.03% 335
2023
Q1 		$667K Buy
5,961
+28
+0.5% +$3.34K 0.06% 265
2022
Q4 		$697K Sell
5,933
-1,590
-21% -$177K 0.06% 248
2022
Q3 		$675K Buy
7,523
+75
+1% +$7.67K 0.07% 246
2022
Q2 		$707K Buy
7,448
+4,750
+176% +$544K 0.07% 251
2022
Q1 		$355K Sell
2,698
-550
-17% -$78.4K 0.03% 366
2021
Q4 		$519K Buy
3,248
+625
+24% +$95.4K 0.04% 326
2021
Q3 		$341K Buy
2,623
+584
+29% +$76K 0.03% 366
2021
Q2 		$266K Buy
+2,039
New +$253K 0.02% 417
2014
Q2 		– Sell
-2,533
Closed -$391K – 420
2014
Q1 		$391K Sell
2,533
-109
-4% -$16.2K 0.05% 304
2013
Q4 		$378K Buy
+2,642
New +$381K 0.05% 308

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's SPG Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Simon Property Group (SPG) stake by 1.1% in Q2 2026, selling an estimated $8.23K and leaving 3,562 shares worth $797K. The position accounts for 0.03% of the portfolio, ranked #476.

Rothschild Investment LLC first reported a position in SPG in Q4 2013 and has held it in 23 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Rothschild Investment LLC held 3,562 shares of Simon Property Group worth $797K as of Q2 2026.
  • Rothschild Investment LLC sold 40 Simon Property Group shares in Q2 2026, an estimated $8.23K.
  • Simon Property Group made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #476 holding.
  • Rothschild Investment LLC first reported a position in Simon Property Group in Q4 2013 and has held it in 23 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.