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Sargent Investment Group’s Simon Property Group SPG Stock Holding History

Sargent Investment Group’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 		$1.04M Buy
4,628
+117
+3% +$24.1K 0.12% 122
2026
Q1 		$841K Buy
4,511
+513
+13% +$97.8K 0.11% 120
2025
Q4 		$740K Buy
+3,998
New +$726K 0.09% 131
2025
Q3 		– Sell
-4,580
Closed -$767K – 214
2025
Q2 		$767K Buy
4,580
+1,311
+40% +$207K 0.1% 124
2025
Q1 		$543K Buy
3,269
+839
+35% +$147K 0.09% 142
2024
Q4 		$420K Buy
+2,430
New +$426K 0.07% 151

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

Sargent Investment Group's SPG Position: Q2 2026 in Review

Sargent Investment Group increased its Simon Property Group (SPG) stake by 2.6% in Q2 2026, buying an estimated $24.1K and bringing the position to 4,628 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #122.

Sargent Investment Group first reported a position in SPG in Q4 2024 and has held it in 6 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Sargent Investment Group held 4,628 shares of Simon Property Group worth $1.04M as of Q2 2026.
  • Sargent Investment Group bought 117 Simon Property Group shares in Q2 2026, an estimated $24.1K.
  • Simon Property Group made up 0.12% of Sargent Investment Group's portfolio in Q2 2026, its #122 holding.
  • Sargent Investment Group first reported a position in Simon Property Group in Q4 2024 and has held it in 6 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.