Saturna Capital’s Simon Property Group SPG Stock Holding History

Saturna 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	$745K	Buy	+3,250	New	+$669K	0.01%	101
2016 Q1	–	Sell	-400	Closed	-$78K	–	282
2015 Q4	$78K	Hold	400	–	–	﹤0.01%	229
2015 Q3	$73K	Hold	400	–	–	﹤0.01%	251
2015 Q2	$69K	Hold	400	–	–	﹤0.01%	267
2015 Q1	$78K	Hold	400	–	–	﹤0.01%	257
2014 Q4	$73K	Hold	400	–	–	﹤0.01%	262
2014 Q3	$66K	Sell	400 -626	-61%	-$105K	﹤0.01%	312
2014 Q2	$171K	Sell	1,026 -65	-6%	-$10.6K	﹤0.01%	256
2014 Q1	$168K	Hold	1,091	–	–	﹤0.01%	222
2013 Q4	$156K	Hold	1,091	–	–	﹤0.01%	228
2013 Q3	$152K	Hold	1,091	–	–	﹤0.01%	236
2013 Q2	$162K	Buy	+1,091	New	+$175K	﹤0.01%	234

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

Saturna Capital's SPG Position: Q2 2026 in Review

Saturna Capital opened a new position in Simon Property Group (SPG) in Q2 2026: 3,250 shares worth $745K. The stake represents 0.01% of the portfolio and ranks #101 among its holdings. This is a return to the name: Saturna Capital previously reported a position in SPG as recently as Q4 2015.

Saturna Capital first reported a position in SPG in Q2 2013 and has held it in 12 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Saturna Capital held 3,250 shares of Simon Property Group worth $745K as of Q2 2026.
Simon Property Group was a new Saturna Capital position in Q2 2026.
Simon Property Group made up 0.01% of Saturna Capital's portfolio in Q2 2026, its #101 holding.
Saturna Capital first reported a position in Simon Property Group in Q2 2013 and has held it in 12 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Saturna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.