Silver Oak Securities’s Simon Property Group SPG Stock Holding History

Silver Oak Securities’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	-701	Closed	-$131K	–	851
2025 Q4	$131K	Buy	+701	New	+$127K	0.01%	780

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Silver Oak Securities's SPG Position: Q1 2026 in Review

Silver Oak Securities sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 701 shares — an estimated $131K sold.

Silver Oak Securities first reported a position in SPG in Q4 2025 and held it in 1 quarter. The position peaked at $131K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Silver Oak Securities reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
Silver Oak Securities sold 701 Simon Property Group shares in Q1 2026, an estimated $131K.
Silver Oak Securities first reported a position in Simon Property Group in Q4 2025 and held it in 1 quarter.
Silver Oak Securities's Simon Property Group position peaked at $131K in Q4 2025.
1,308 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.