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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sargent Investment Group's SPG Position: Q1 2026 in Review

Sargent Investment Group increased its Simon Property Group (SPG) stake by 13% in Q1 2026, buying an estimated $97.8K and bringing the position to 4,511 shares worth $841K. The position accounts for 0.11% of the portfolio, ranked #120.

Sargent Investment Group first reported a position in SPG in Q4 2024 and has held it in 5 quarters since. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Sargent Investment Group held 4,511 shares of Simon Property Group worth $841K as of Q1 2026.
  • Sargent Investment Group bought 513 Simon Property Group shares in Q1 2026, an estimated $97.8K.
  • Simon Property Group made up 0.11% of Sargent Investment Group's portfolio in Q1 2026, its #120 holding.
  • Sargent Investment Group first reported a position in Simon Property Group in Q4 2024 and has held it in 5 quarters since.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.