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Salem Investment Counselors’s Simon Property Group SPG Stock Holding History

Salem Investment Counselors’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 		$299K Sell
1,339
-28
-2% -$5.76K 0.01% 356
2026
Q1 		$255K Hold
1,367
– – 0.01% 353
2025
Q4 		$253K Buy
1,367
+994
+266% +$181K 0.01% 351
2025
Q3 		$70K Buy
373
+180
+93% +$31.1K ﹤0.01% 533
2025
Q2 		$31K Sell
193
-89
-32% -$14.1K ﹤0.01% 661
2025
Q1 		$46.8K Buy
282
+39
+16% +$6.82K ﹤0.01% 584
2024
Q4 		$41.8K Sell
243
-6
-2% -$1.05K ﹤0.01% 610
2024
Q3 		$42.1K Buy
249
+80
+47% +$12.7K ﹤0.01% 614
2024
Q2 		$25.7K Sell
169
-269
-61% -$39.6K ﹤0.01% 688
2024
Q1 		$68.5K Sell
438
-125
-22% -$18.3K ﹤0.01% 498
2023
Q4 		$80.3K Buy
563
+80
+17% +$9.67K ﹤0.01% 475
2023
Q3 		$52.2K Buy
483
+40
+9% +$4.68K ﹤0.01% 516
2023
Q2 		$51.2K Hold
443
– – ﹤0.01% 515
2023
Q1 		$49.6K Buy
443
+375
+551% +$44.8K ﹤0.01% 526
2022
Q4 		$7.99K Sell
68
-250
-79% -$27.8K ﹤0.01% 822
2022
Q3 		$29K Sell
318
-2,750
-90% -$281K ﹤0.01% 577
2022
Q2 		$291K Buy
3,068
+68
+2% +$7.79K 0.01% 290
2022
Q1 		$395K Sell
3,000
-150
-5% -$21.4K 0.02% 277
2021
Q4 		$503K Hold
3,150
– – 0.02% 269
2021
Q3 		$409K Buy
3,150
+150
+5% +$19.5K 0.02% 265
2021
Q2 		$391K Hold
3,000
– – 0.02% 263
2021
Q1 		$341K Hold
3,000
– – 0.02% 242
2020
Q4 		$256K Buy
+3,000
New +$229K 0.02% 255
2017
Q3 		– Sell
-14
Closed -$2K – 656
2017
Q2 		$2K Buy
+14
New +$2.28K ﹤0.01% 586

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

Salem Investment Counselors's SPG Position: Q2 2026 in Review

Salem Investment Counselors reduced its Simon Property Group (SPG) stake by 2% in Q2 2026, selling an estimated $5.76K and leaving 1,339 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #356.

Salem Investment Counselors first reported a position in SPG in Q2 2017 and has held it in 24 quarters since. The position peaked at $503K in Q4 2021. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Salem Investment Counselors held 1,339 shares of Simon Property Group worth $299K as of Q2 2026.
  • Salem Investment Counselors sold 28 Simon Property Group shares in Q2 2026, an estimated $5.76K.
  • Simon Property Group made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #356 holding.
  • Salem Investment Counselors first reported a position in Simon Property Group in Q2 2017 and has held it in 24 quarters since.
  • Salem Investment Counselors's Simon Property Group position peaked at $503K in Q4 2021.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.