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Schulhoff & Co’s Simon Property Group SPG Stock Holding History

Schulhoff & Co’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 		$790K Hold
3,531
– – 0.32% 68
2026
Q1 		$659K Hold
3,531
– – 0.27% 76
2025
Q4 		$654K Hold
3,531
– – 0.28% 74
2025
Q3 		$663K Sell
3,531
-33
-0.9% -$5.7K 0.28% 73
2025
Q2 		$573K Buy
3,564
+165
+5% +$26.1K 0.25% 77
2025
Q1 		$565K Hold
3,399
– – 0.25% 74
2024
Q4 		$585K Buy
3,399
+33
+1% +$5.79K 0.21% 72
2024
Q3 		$569K Hold
3,366
– – 0.24% 76
2024
Q2 		$511K Hold
3,366
– – 0.23% 77
2024
Q1 		$527K Sell
3,366
-100
-3% -$14.7K 0.23% 75
2023
Q4 		$494K Hold
3,466
– – 0.24% 76
2023
Q3 		$374K Buy
3,466
+263
+8% +$30.8K 0.19% 81
2023
Q2 		$370K Buy
3,203
+3
+0.1% +$327 0.17% 83
2023
Q1 		$358K Buy
3,200
+180
+6% +$21.5K 0.17% 86
2022
Q4 		$355K Buy
3,020
+60
+2% +$6.67K 0.16% 87
2022
Q3 		$265K Buy
2,960
+485
+20% +$49.6K 0.14% 93
2022
Q2 		$234K Buy
2,475
+275
+13% +$31.5K 0.11% 102
2022
Q1 		$289K Hold
2,200
– – 0.12% 98
2021
Q4 		$351K Hold
2,200
– – 0.14% 90
2021
Q3 		$285K Hold
2,200
– – 0.13% 97
2021
Q2 		$287K Hold
2,200
– – 0.13% 100
2021
Q1 		$250K Buy
+2,200
New +$229K 0.11% 99

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

Schulhoff & Co's SPG Position: Q2 2026 in Review

Schulhoff & Co held its Simon Property Group (SPG) position steady in Q2 2026 at 3,531 shares worth $790K. The position accounts for 0.32% of the portfolio, ranked #68.

Schulhoff & Co first reported a position in SPG in Q1 2021 and has held it in 22 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Schulhoff & Co held 3,531 shares of Simon Property Group worth $790K as of Q2 2026.
  • Schulhoff & Co left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.32% of Schulhoff & Co's portfolio in Q2 2026, its #68 holding.
  • Schulhoff & Co first reported a position in Simon Property Group in Q1 2021 and has held it in 22 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Schulhoff & Co's 13F filing for Q2 2026, filed 13 Aug 2026.