Sagewood Asset Management’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
$424K Buy
1,894
+502
+36% +$103K 0.1% 209
2026
Q1
$260K Buy
+1,392
New +$265K 0.08% 258

Other funds holding SPG

Sagewood Asset Management's SPG Position: Q2 2026 in Review

Sagewood Asset Management increased its Simon Property Group (SPG) stake by 36% in Q2 2026, buying an estimated $103K and bringing the position to 1,894 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #209.

Sagewood Asset Management first reported a position in SPG in Q1 2026 and has held it in 2 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Sagewood Asset Management held 1,894 shares of Simon Property Group worth $424K as of Q2 2026.
  • Sagewood Asset Management bought 502 Simon Property Group shares in Q2 2026, an estimated $103K.
  • Simon Property Group made up 0.1% of Sagewood Asset Management's portfolio in Q2 2026, its #209 holding.
  • Sagewood Asset Management first reported a position in Simon Property Group in Q1 2026 and has held it in 2 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.