SIM
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Sentry Investment Management’s Simon Property Group SPG Stock Holding History

Sentry Investment 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
Q1 		– Sell
-781
Closed -$145K – 413
2025
Q4 		$145K Hold
781
– – 0.1% 179
2025
Q3 		$139K Sell
781
-163
-17% -$28.1K 0.09% 188
2025
Q2 		$154K Hold
944
– – 0.08% 215
2025
Q1 		$135K Sell
944
-282
-23% -$49.3K 0.09% 205
2024
Q4 		$211K Sell
1,226
-200
-14% -$35.1K 0.1% 185
2024
Q3 		$241K Hold
1,426
– – 0.1% 187
2024
Q2 		$216K Sell
1,426
-292
-17% -$43K 0.1% 191
2024
Q1 		$269K Hold
1,718
– – 0.1% 189
2023
Q4 		$245K Sell
1,718
-184
-10% -$22.2K 0.11% 197
2023
Q3 		$205K Sell
1,902
-239
-11% -$28K 0.1% 212
2023
Q2 		$247K Hold
2,141
– – 0.09% 230
2023
Q1 		$240K Buy
2,141
+1,444
+207% +$172K 0.1% 225
2022
Q4 		$82K Sell
697
-1,503
-68% -$167K 0.04% 403
2022
Q3 		$197K Hold
2,200
– – 0.09% 227
2022
Q2 		$209K Sell
2,200
-428
-16% -$49K 0.09% 219
2022
Q1 		$346K Sell
2,628
-376
-13% -$53.6K 0.11% 186
2021
Q4 		$480K Buy
3,004
+172
+6% +$26.3K 0.13% 174
2021
Q3 		$368K Sell
2,832
-414
-13% -$53.9K 0.11% 204
2021
Q2 		$424K Hold
3,246
– – 0.11% 190
2021
Q1 		$369K Sell
3,246
-15,662
-83% -$1.63M 0.1% 206
2020
Q4 		$1.61M Sell
18,908
-347
-2% -$26.5K 0.08% 237
2020
Q3 		$1.25M Buy
19,255
+1,596
+9% +$105K 0.07% 251
2020
Q2 		$1.21M Buy
17,659
+17,307
+4,917% +$1.09M 0.07% 262
2020
Q1 		$19K Sell
352
-14,491
-98% -$1.73M ﹤0.01% 416
2019
Q4 		$2.21M Buy
14,843
+14,491
+4,117% +$2.17M 0.13% 176
2019
Q3 		$55K Hold
352
– – ﹤0.01% 429
2019
Q2 		$56K Hold
352
– – ﹤0.01% 467
2019
Q1 		$64K Sell
352
-4,543
-93% -$807K ﹤0.01% 464
2018
Q4 		$822K Sell
4,895
-15,858
-76% -$2.84M 0.06% 297
2018
Q3 		$3.67M Hold
20,753
– – 0.22% 119
2018
Q2 		$3.53M Sell
20,753
-2,298
-10% -$366K 0.23% 117
2018
Q1 		$3.56M Sell
23,051
-965
-4% -$153K 0.22% 122
2017
Q4 		$4.13M Sell
24,016
-1,679
-7% -$273K 0.22% 118
2017
Q3 		$4.14M Sell
25,695
-17
-0.1% -$2.71K 0.16% 118
2017
Q2 		$4.16M Buy
25,712
+2,634
+11% +$429K 0.16% 111
2017
Q1 		$3.97M Buy
23,078
+1,768
+8% +$316K 0.16% 110
2016
Q4 		$3.79M Buy
21,310
+5,748
+37% +$1.07M 0.16% 113
2016
Q3 		$3.22M Sell
15,562
-5,828
-27% -$1.26M 0.14% 126
2016
Q2 		$4.64M Sell
21,390
-795
-4% -$162K 0.2% 79
2016
Q1 		$4.61M Hold
22,185
– – 0.21% 77
2015
Q4 		$4.31M Buy
22,185
+4,336
+24% +$840K 0.2% 84
2015
Q3 		$3.28M Hold
17,849
– – 0.16% 109
2015
Q2 		$3.09M Buy
17,849
+2,440
+16% +$448K 0.14% 127
2015
Q1 		$3.02M Hold
15,409
– – 0.14% 121
2014
Q4 		$2.81M Buy
15,409
+2,668
+21% +$473K 0.14% 130
2014
Q3 		$2.1M Sell
12,741
-3,500
-22% -$589K 0.11% 150
2014
Q2 		$2.7M Sell
16,241
-2,362
-13% -$386K 0.14% 123
2014
Q1 		$2.87M Hold
18,603
– – 0.15% 114
2013
Q4 		$2.66M Buy
18,603
+12,675
+214% +$1.83M 0.14% 115
2013
Q3 		$827K Sell
5,928
-3,827
-39% -$556K 0.05% 284
2013
Q2 		$1.45M Buy
+9,755
New +$1.56M 0.08% 127

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sentry Investment Management's SPG Position: Q1 2026 in Review

Sentry Investment Management sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 781 shares — an estimated $145K sold.

Sentry Investment Management first reported a position in SPG in Q2 2013 and held it in 51 quarters. The position peaked at $4.64M in Q2 2016. 1,312 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Sentry Investment Management reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 781 Simon Property Group shares in Q1 2026, an estimated $145K.
  • Sentry Investment Management first reported a position in Simon Property Group in Q2 2013 and held it in 51 quarters.
  • Sentry Investment Management's Simon Property Group position peaked at $4.64M in Q2 2016.
  • 1,312 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.