Sapient Capital’s Simon Property Group SPG Stock Holding History

Sapient 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 Q3	$22.1M	Buy	110,277 +216	+0.2%	+$47K	0.3%	43
2026 Q2	$24.6M	Sell	110,061 -1,215	-1%	-$250K	0.32%	39
2026 Q1	$20.8M	Buy	111,276 +1,230	+1%	+$235K	0.31%	49
2025 Q4	$20.6M	Sell	110,046 -94,340	-46%	-$17.1M	0.29%	57
2025 Q3	$38M	Sell	204,386 -117	-0.1%	-$20.2K	0.58%	34
2025 Q2	$32.9M	Buy	204,503 +9	+0%	+$1.42K	0.59%	34
2025 Q1	$34M	Sell	204,494 -541	-0.3%	-$94.6K	0.67%	30
2024 Q4	$35.3M	Buy	205,035 +667	+0.3%	+$117K	0.67%	30
2024 Q3	$34.5M	Sell	204,368 -1,604	-0.8%	-$254K	0.69%	29
2024 Q2	$31.3M	Sell	205,972 -73,743	-26%	-$10.9M	0.65%	31
2024 Q1	$43.8M	Sell	279,715 -491	-0.2%	-$72K	0.97%	26
2023 Q4	$40M	Buy	+280,206	New	+$33.9M	1.03%	20

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

VWM

Vertrix Wealth Management Troy, Michigan $292M AUM

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Sapient Capital's SPG Position: Q3 2026 in Review

Sapient Capital increased its Simon Property Group (SPG) stake by 0.2% in Q3 2026, buying an estimated $47K and bringing the position to 110,277 shares worth $22.1M. The position accounts for 0.3% of the portfolio, ranked #43.

Sapient Capital first reported a position in SPG in Q4 2023 and has held it in 12 quarters since. The position peaked at $43.8M in Q1 2024. 86 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Sapient Capital held 110,277 shares of Simon Property Group worth $22.1M as of Q3 2026.
Sapient Capital bought 216 Simon Property Group shares in Q3 2026, an estimated $47K.
Simon Property Group made up 0.3% of Sapient Capital's portfolio in Q3 2026, its #43 holding.
Sapient Capital first reported a position in Simon Property Group in Q4 2023 and has held it in 12 quarters since.
Sapient Capital's Simon Property Group position peaked at $43.8M in Q1 2024.
86 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.