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Schnieders Capital Management’s Simon Property Group SPG Stock Holding History

Schnieders Capital Management’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 		$576K Hold
2,577
– – 0.08% 135
2026
Q1 		$481K Hold
2,577
– – 0.08% 132
2025
Q4 		$477K Hold
2,577
– – 0.07% 134
2025
Q3 		$484K Sell
2,577
-79
-3% -$13.6K 0.09% 133
2025
Q2 		$427K Hold
2,656
– – 0.08% 148
2025
Q1 		$441K Hold
2,656
– – 0.09% 130
2024
Q4 		$457K Hold
2,656
– – 0.09% 134
2024
Q3 		$449K Buy
2,656
+158
+6% +$25K 0.09% 139
2024
Q2 		$379K Hold
2,498
– – 0.08% 139
2024
Q1 		$391K Hold
2,498
– – 0.08% 139
2023
Q4 		$356K Sell
2,498
-350
-12% -$42.3K 0.08% 148
2023
Q3 		$308K Hold
2,848
– – 0.07% 144
2023
Q2 		$329K Hold
2,848
– – 0.07% 149
2023
Q1 		$319K Buy
2,848
+500
+21% +$59.7K 0.07% 155
2022
Q4 		$276K Buy
+2,348
New +$261K 0.06% 167
2021
Q2 		– Sell
-1,831
Closed -$208K – 190
2021
Q1 		$208K Buy
+1,831
New +$191K 0.06% 172

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

Schnieders Capital Management's SPG Position: Q2 2026 in Review

Schnieders Capital Management held its Simon Property Group (SPG) position steady in Q2 2026 at 2,577 shares worth $576K. The position accounts for 0.08% of the portfolio, ranked #135.

Schnieders Capital Management first reported a position in SPG in Q1 2021 and has held it in 16 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Schnieders Capital Management held 2,577 shares of Simon Property Group worth $576K as of Q2 2026.
  • Schnieders Capital Management left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.08% of Schnieders Capital Management's portfolio in Q2 2026, its #135 holding.
  • Schnieders Capital Management first reported a position in Simon Property Group in Q1 2021 and has held it in 16 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.