Slagle Financial’s Simon Property Group SPG Stock Holding History

Slagle Financial’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	$3.51M	Buy	15,690 +663	+4%	+$136K	1.05%	41
2026 Q1	$2.8M	Buy	15,027 +566	+4%	+$108K	0.93%	45
2025 Q4	$2.68M	Buy	14,461 +3	+0%	+$545	0.93%	47
2025 Q3	$2.71M	Buy	14,458 +471	+3%	+$81.3K	1%	48
2025 Q2	$2.25M	Buy	13,987 +620	+5%	+$98K	0.91%	49
2025 Q1	$2.22M	Buy	13,367 +600	+5%	+$105K	0.99%	41
2024 Q4	$2.2M	Buy	12,767 +1,145	+10%	+$201K	0.99%	40
2024 Q3	$1.96M	Buy	11,622 +1,144	+11%	+$181K	0.87%	49
2024 Q2	$1.59M	Buy	10,478 +1,093	+12%	+$161K	0.82%	51
2024 Q1	$1.47M	Buy	+9,385	New	+$1.38M	0.8%	53

Other funds holding SPG

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Slagle Financial's SPG Position: Q2 2026 in Review

Slagle Financial increased its Simon Property Group (SPG) stake by 4.4% in Q2 2026, buying an estimated $136K and bringing the position to 15,690 shares worth $3.51M. The position accounts for 1.05% of the portfolio, ranked #41.

Slagle Financial first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Slagle Financial held 15,690 shares of Simon Property Group worth $3.51M as of Q2 2026.
Slagle Financial bought 663 Simon Property Group shares in Q2 2026, an estimated $136K.
Simon Property Group made up 1.05% of Slagle Financial's portfolio in Q2 2026, its #41 holding.
Slagle Financial first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
558 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.