SP
SPG icon

SmartHarvest Portfolios’s Simon Property Group SPG Stock Holding History

SmartHarvest Portfolios’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 		$301K Buy
1,347
+44
+3% +$9.05K 0.1% 239
2026
Q1 		$243K Sell
1,303
-512
-28% -$97.6K 0.1% 254
2025
Q4 		$336K Buy
+1,815
New +$330K 0.12% 190

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

SmartHarvest Portfolios's SPG Position: Q2 2026 in Review

SmartHarvest Portfolios increased its Simon Property Group (SPG) stake by 3.4% in Q2 2026, buying an estimated $9.05K and bringing the position to 1,347 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #239.

SmartHarvest Portfolios first reported a position in SPG in Q4 2025 and has held it in 3 quarters since. The position peaked at $336K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • SmartHarvest Portfolios held 1,347 shares of Simon Property Group worth $301K as of Q2 2026.
  • SmartHarvest Portfolios bought 44 Simon Property Group shares in Q2 2026, an estimated $9.05K.
  • Simon Property Group made up 0.1% of SmartHarvest Portfolios's portfolio in Q2 2026, its #239 holding.
  • SmartHarvest Portfolios first reported a position in Simon Property Group in Q4 2025 and has held it in 3 quarters since.
  • SmartHarvest Portfolios's Simon Property Group position peaked at $336K in Q4 2025.
  • 1,356 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.