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Samalin Investment Counsel’s Simon Property Group SPG Stock Holding History

Samalin Investment Counsel’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 		$465K Sell
2,080
-151
-7% -$31.1K 0.15% 174
2026
Q1 		$416K Buy
2,231
+182
+9% +$34.7K 0.15% 193
2025
Q4 		$379K Sell
2,049
-35
-2% -$6.36K 0.13% 210
2025
Q3 		$391K Sell
2,084
-91
-4% -$15.7K 0.13% 213
2025
Q2 		$350K Buy
2,175
+167
+8% +$26.4K 0.13% 232
2025
Q1 		$334K Buy
2,008
+667
+50% +$117K 0.14% 224
2024
Q4 		$231K Sell
1,341
-466
-26% -$81.8K 0.1% 249
2024
Q3 		$305K Sell
1,807
-133
-7% -$21.1K 0.13% 224
2024
Q2 		$295K Buy
1,940
+24
+1% +$3.54K 0.14% 217
2024
Q1 		$300K Sell
1,916
-291
-13% -$42.7K 0.14% 213
2023
Q4 		$315K Sell
2,207
-261
-11% -$31.5K 0.16% 205
2023
Q3 		$267K Sell
2,468
-22
-0.9% -$2.58K 0.15% 188
2023
Q2 		$288K Buy
2,490
+234
+10% +$25.5K 0.16% 189
2023
Q1 		$253K Buy
2,256
+415
+23% +$49.6K 0.15% 191
2022
Q4 		$216K Buy
+1,841
New +$205K 0.14% 212
2020
Q1 		– Sell
-930
Closed -$138K – 462
2019
Q4 		$138K Buy
+930
New +$139K 0.12% 186

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
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

Samalin Investment Counsel's SPG Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Simon Property Group (SPG) stake by 6.8% in Q2 2026, selling an estimated $31.1K and leaving 2,080 shares worth $465K. The position accounts for 0.15% of the portfolio, ranked #174.

Samalin Investment Counsel first reported a position in SPG in Q4 2019 and has held it in 16 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Samalin Investment Counsel held 2,080 shares of Simon Property Group worth $465K as of Q2 2026.
  • Samalin Investment Counsel sold 151 Simon Property Group shares in Q2 2026, an estimated $31.1K.
  • Simon Property Group made up 0.15% of Samalin Investment Counsel's portfolio in Q2 2026, its #174 holding.
  • Samalin Investment Counsel first reported a position in Simon Property Group in Q4 2019 and has held it in 16 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.