Smartleaf Asset Management’s Simon Property Group SPG Stock Holding History

Smartleaf Asset Management’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	$1.13M	Hold	4,974	–	–	0.04%	396
2026 Q1	$907K	Buy	4,974 +678	+16%	+$129K	0.03%	419
2025 Q4	$803K	Buy	4,296 +176	+4%	+$32K	0.03%	417
2025 Q3	$766K	Buy	4,120 +1,694	+70%	+$292K	0.05%	383
2025 Q2	$389K	Sell	2,426 -638	-21%	-$101K	0.03%	426
2025 Q1	$503K	Buy	3,064 +263	+9%	+$46K	0.05%	362
2024 Q4	$479K	Buy	2,801 +759	+37%	+$133K	0.05%	337
2024 Q3	$342K	Buy	2,042 +1,020	+100%	+$161K	0.04%	355
2024 Q2	$153K	Buy	1,022 +351	+52%	+$51.7K	0.03%	454
2024 Q1	$104K	Buy	671 +432	+181%	+$63.4K	0.02%	508
2023 Q4	$34.5K	Buy	+239	New	+$28.9K	0.01%	589

Other funds holding SPG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Smartleaf Asset Management's SPG Position: Q2 2026 in Review

Smartleaf Asset Management held its Simon Property Group (SPG) position steady in Q2 2026 at 4,974 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #396.

Smartleaf Asset Management first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Smartleaf Asset Management held 4,974 shares of Simon Property Group worth $1.13M as of Q2 2026.
Smartleaf Asset Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.04% of Smartleaf Asset Management's portfolio in Q2 2026, its #396 holding.
Smartleaf Asset Management first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.