SHFC
SPG icon

Safe Harbor Family Capital’s Simon Property Group SPG Stock Holding History

Safe Harbor Family 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 		$279K Buy
+1,246
New +$256K 0.19% 44

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 $3.37T AUM 44.26% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Safe Harbor Family Capital's SPG Position: Q2 2026 in Review

Safe Harbor Family Capital opened a new position in Simon Property Group (SPG) in Q2 2026: 1,246 shares worth $279K. The stake represents 0.19% of the portfolio and ranks #44 among its holdings.

1,293 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Safe Harbor Family Capital held 1,246 shares of Simon Property Group worth $279K as of Q2 2026.
  • Simon Property Group was a new Safe Harbor Family Capital position in Q2 2026.
  • Simon Property Group made up 0.19% of Safe Harbor Family Capital's portfolio in Q2 2026, its #44 holding.
  • 1,293 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.