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Sittner & Nelson’s Simon Property Group SPG Stock Holding History

Sittner & Nelson’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 		$280K Sell
1,250
-44
-3% -$9.05K 0.09% 147
2026
Q1 		$241K Hold
1,294
– – 0.09% 150
2025
Q4 		$258K Hold
1,294
– – 0.09% 143
2025
Q3 		$243K Hold
1,294
– – 0.09% 131
2025
Q2 		$208K Hold
1,294
– – 0.08% 141
2025
Q1 		$215K Buy
1,294
+650
+101% +$114K 0.09% 130
2024
Q4 		$111K Hold
644
– – 0.05% 163
2024
Q3 		$109K Buy
644
+600
+1,364% +$95K 0.05% 170
2024
Q2 		$6.68K Hold
44
– – ﹤0.01% 375
2024
Q1 		$6.89K Hold
44
– – ﹤0.01% 370
2023
Q4 		$6.28K Hold
44
– – ﹤0.01% 374
2023
Q3 		$4.75K Hold
44
– – ﹤0.01% 387
2023
Q2 		$5.08K Hold
44
– – ﹤0.01% 400
2023
Q1 		$4.93K Hold
44
– – ﹤0.01% 411
2022
Q4 		$5.17K Hold
44
– – ﹤0.01% 385
2022
Q3 		$4K Buy
+44
New +$4.5K ﹤0.01% 397

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

Sittner & Nelson's SPG Position: Q2 2026 in Review

Sittner & Nelson reduced its Simon Property Group (SPG) stake by 3.4% in Q2 2026, selling an estimated $9.05K and leaving 1,250 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #147.

Sittner & Nelson first reported a position in SPG in Q3 2022 and has held it in 16 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Sittner & Nelson held 1,250 shares of Simon Property Group worth $280K as of Q2 2026.
  • Sittner & Nelson sold 44 Simon Property Group shares in Q2 2026, an estimated $9.05K.
  • Simon Property Group made up 0.09% of Sittner & Nelson's portfolio in Q2 2026, its #147 holding.
  • Sittner & Nelson first reported a position in Simon Property Group in Q3 2022 and has held it in 16 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.