S-Bank Fund Management’s Simon Property Group SPG Stock Holding History

S-Bank Fund Management’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	$455K	Buy	2,034 +217	+12%	+$44.7K	0.06%	160
2026 Q1	$339K	Sell	1,817 -68	-4%	-$13K	0.05%	135
2025 Q4	$349K	Sell	1,885 -488	-21%	-$88.7K	0.05%	136
2025 Q3	$445K	Sell	2,373 -31	-1%	-$5.35K	0.06%	148
2025 Q2	$386K	Sell	2,404 -802	-25%	-$127K	0.06%	154
2025 Q1	$532K	Buy	+3,206	New	+$560K	0.1%	116

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 $3.38T AUM 44.17% 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

S-Bank Fund Management's SPG Position: Q2 2026 in Review

S-Bank Fund Management increased its Simon Property Group (SPG) stake by 12% in Q2 2026, buying an estimated $44.7K and bringing the position to 2,034 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #160.

S-Bank Fund Management first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. The position peaked at $532K in Q1 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

S-Bank Fund Management held 2,034 shares of Simon Property Group worth $455K as of Q2 2026.
S-Bank Fund Management bought 217 Simon Property Group shares in Q2 2026, an estimated $44.7K.
Simon Property Group made up 0.06% of S-Bank Fund Management's portfolio in Q2 2026, its #160 holding.
S-Bank Fund Management first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
S-Bank Fund Management's Simon Property Group position peaked at $532K in Q1 2025.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.