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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sapient Capital's SPG Position: Q2 2026 in Review

Sapient Capital reduced its Simon Property Group (SPG) stake by 1.1% in Q2 2026, selling an estimated $250K and leaving 110,061 shares worth $24.6M. The position accounts for 0.32% of the portfolio, ranked #39.

Sapient Capital first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.8M in Q1 2024. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Sapient Capital held 110,061 shares of Simon Property Group worth $24.6M as of Q2 2026.
Sapient Capital sold 1,215 Simon Property Group shares in Q2 2026, an estimated $250K.
Simon Property Group made up 0.32% of Sapient Capital's portfolio in Q2 2026, its #39 holding.
Sapient Capital first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
Sapient Capital's Simon Property Group position peaked at $43.8M in Q1 2024.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.