Shelton Capital Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $720K | Sell |
3,862
-1,000
| -21% | -$191K | 0.02% | 300 |
|
|
2025
Q4 | $900K | Buy |
4,862
+3,200
| +193% | +$581K | 0.02% | 276 |
|
|
2025
Q3 | $312K | Sell |
1,662
-54
| -3% | -$9.32K | 0.01% | 496 |
|
|
2025
Q2 | $276K | Hold |
1,716
| – | – | 0.01% | 520 |
|
|
2025
Q1 | $285K | Sell |
1,716
-47
| -3% | -$8.21K | 0.01% | 496 |
|
|
2024
Q4 | $304K | Hold |
1,763
| – | – | 0.01% | 500 |
|
|
2024
Q3 | $298K | Sell |
1,763
-167
| -9% | -$26.4K | 0.01% | 504 |
|
|
2024
Q2 | $293K | Hold |
1,930
| – | – | 0.01% | 493 |
|
|
2024
Q1 | $302K | Hold |
1,930
| – | – | 0.01% | 529 |
|
|
2023
Q4 | $275K | Sell |
1,930
-155
| -7% | -$18.7K | 0.01% | 548 |
|
|
2023
Q3 | $225K | Hold |
2,085
| – | – | 0.01% | 598 |
|
|
2023
Q2 | $241K | Hold |
2,085
| – | – | 0.01% | 606 |
|
|
2023
Q1 | $233K | Hold |
2,085
| – | – | 0.01% | 602 |
|
|
2022
Q4 | $245K | Buy |
+2,085
| New | +$232K | 0.03% | 535 |
|
|
2022
Q3 | – | Sell |
-2,735
| Closed | -$260K | – | 722 |
|
|
2022
Q2 | $260K | Hold |
2,735
| – | – | 0.01% | 543 |
|
|
2022
Q1 | $360K | Hold |
2,735
| – | – | 0.01% | 474 |
|
|
2021
Q4 | $437K | Buy |
2,735
+110
| +4% | +$16.8K | 0.02% | 413 |
|
|
2021
Q3 | $341K | Buy |
2,625
+450
| +21% | +$58.6K | 0.01% | 499 |
|
|
2021
Q2 | $284K | Hold |
2,175
| – | – | 0.01% | 605 |
|
|
2021
Q1 | $247K | Buy |
+2,175
| New | +$227K | 0.01% | 644 |
|
|
2020
Q4 | – | Sell |
-3,220
| Closed | -$208K | – | 810 |
|
|
2020
Q3 | $208K | Hold |
3,220
| – | – | 0.01% | 677 |
|
|
2020
Q2 | $220K | Buy |
+3,220
| New | +$202K | 0.01% | 561 |
|
|
2020
Q1 | – | Sell |
-3,220
| Closed | -$480K | – | 804 |
|
|
2019
Q4 | $480K | Sell |
3,220
-400
| -11% | -$60K | 0.03% | 360 |
|
|
2019
Q3 | $563K | Hold |
3,620
| – | – | 0.03% | 321 |
|
|
2019
Q2 | $578K | Buy |
3,620
+3,030
| +514% | +$522K | 0.03% | 312 |
|
|
2019
Q1 | $3.24K | Sell |
590
-2,650
| -82% | -$471K | 0.01% | 700 |
|
|
2018
Q4 | $544K | Hold |
3,240
| – | – | 0.04% | 293 |
|
|
2018
Q3 | $573K | Hold |
3,240
| – | – | 0.03% | 327 |
|
|
2018
Q2 | $551K | Sell |
3,240
-110
| -3% | -$17.5K | 0.03% | 318 |
|
|
2018
Q1 | $517K | Hold |
3,350
| – | – | 0.03% | 350 |
|
|
2017
Q4 | $575K | Hold |
3,350
| – | – | 0.04% | 340 |
|
|
2017
Q3 | $539K | Sell |
3,350
-7
| -0.2% | -$1.12K | 0.04% | 343 |
|
|
2017
Q2 | $543K | Buy |
3,357
+7
| +0.2% | +$1.14K | 0.04% | 344 |
|
|
2017
Q1 | $576K | Sell |
3,350
-650
| -16% | -$116K | 0.04% | 329 |
|
|
2016
Q4 | $711K | Buy |
4,000
+1,825
| +84% | +$339K | 0.05% | 283 |
|
|
2016
Q3 | $450K | Sell |
2,175
-4
| -0.2% | -$867 | 0.04% | 407 |
|
|
2016
Q2 | $473K | Buy |
2,179
+4
| +0.2% | +$816 | 0.04% | 386 |
|
|
2016
Q1 | $452K | Hold |
2,175
| – | – | 0.04% | 394 |
|
|
2015
Q4 | $423K | Hold |
2,175
| – | – | 0.04% | 411 |
|
|
2015
Q3 | $400K | Hold |
2,175
| – | – | 0.04% | 412 |
|
|
2015
Q2 | $376K | Hold |
2,175
| – | – | 0.04% | 482 |
|
|
2015
Q1 | $426K | Hold |
2,175
| – | – | 0.05% | 446 |
|
|
2014
Q4 | $396K | Hold |
2,175
| – | – | 0.05% | 466 |
|
|
2014
Q3 | $358K | Hold |
2,175
| – | – | 0.05% | 476 |
|
|
2014
Q2 | $362K | Sell |
2,175
-137
| -6% | -$22.4K | 0.05% | 475 |
|
|
2014
Q1 | $357K | Hold |
2,312
| – | – | 0.05% | 454 |
|
|
2013
Q4 | $331K | Hold |
2,312
| – | – | 0.05% | 466 |
|
|
2013
Q3 | $322K | Hold |
2,312
| – | – | 0.05% | 442 |
|
|
2013
Q2 | $343K | Buy |
+2,312
| New | +$371K | 0.06% | 388 |
|
Other funds holding SPG
VPM
VCM
Shelton Capital Management's SPG Position: Q1 2026 in Review
Shelton Capital Management reduced its Simon Property Group (SPG) stake by 21% in Q1 2026, selling an estimated $191K and leaving 3,862 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #300.
Shelton Capital Management first reported a position in SPG in Q2 2013 and has held it in 49 quarters since. The position peaked at $900K in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.
- Shelton Capital Management held 3,862 shares of Simon Property Group worth $720K as of Q1 2026.
- Shelton Capital Management sold 1,000 Simon Property Group shares in Q1 2026, an estimated $191K.
- Simon Property Group made up 0.02% of Shelton Capital Management's portfolio in Q1 2026, its #300 holding.
- Shelton Capital Management first reported a position in Simon Property Group in Q2 2013 and has held it in 49 quarters since.
- Shelton Capital Management's Simon Property Group position peaked at $900K in Q4 2025.
- 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.