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Smead Capital Management’s Simon Property Group SPG Stock Holding History

Smead Capital 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 		$313M Sell
1,399,725
-160,135
-10% -$33M 6.71% 2
2026
Q1 		$291M Sell
1,559,860
-231,470
-13% -$44.1M 6.33% 4
2025
Q4 		$332M Sell
1,791,330
-124,175
-6% -$22.6M 6.88% 1
2025
Q3 		$359M Sell
1,915,505
-146,514
-7% -$25.3M 6.94% 1
2025
Q2 		$331M Sell
2,062,019
-274,779
-12% -$43.4M 6.64% 1
2025
Q1 		$388M Sell
2,336,798
-221,491
-9% -$38.7M 6.65% 1
2024
Q4 		$441M Sell
2,558,289
-62,066
-2% -$10.9M 6.83% 1
2024
Q3 		$443M Buy
2,620,355
+88,378
+3% +$14M 6.32% 3
2024
Q2 		$384M Buy
2,531,977
+132,832
+6% +$19.6M 6% 3
2024
Q1 		$375M Buy
2,399,145
+98,169
+4% +$14.4M 5.86% 6
2023
Q4 		$328M Sell
2,300,976
-38,930
-2% -$4.71M 5.88% 4
2023
Q3 		$253M Sell
2,339,906
-79,094
-3% -$9.26M 5.16% 9
2023
Q2 		$279M Sell
2,419,000
-38,290
-2% -$4.17M 5.55% 6
2023
Q1 		$275M Buy
2,457,290
+73,263
+3% +$8.75M 5.48% 8
2022
Q4 		$280M Buy
2,384,027
+312,836
+15% +$34.8M 5.99% 4
2022
Q3 		$186M Buy
2,071,191
+245,522
+13% +$25.1M 4.83% 8
2022
Q2 		$173M Buy
1,825,669
+111,554
+7% +$12.8M 4.43% 8
2022
Q1 		$226M Buy
1,714,115
+404,413
+31% +$57.6M 5.23% 6
2021
Q4 		$209M Buy
1,309,702
+221,540
+20% +$33.8M 5.44% 6
2021
Q3 		$141M Buy
1,088,162
+160,499
+17% +$20.9M 4.84% 6
2021
Q2 		$121M Buy
927,663
+108,142
+13% +$13.4M 4.24% 11
2021
Q1 		$93.2M Buy
819,521
+218,060
+36% +$22.7M 4.1% 11
2020
Q4 		$51.3M Sell
601,461
-20,742
-3% -$1.58M 2.97% 16
2020
Q3 		$40.2M Sell
622,203
-529
-0.1% -$34.7K 2.55% 18
2020
Q2 		$42.6M Buy
622,732
+337,094
+118% +$21.1M 2.69% 20
2020
Q1 		$15.7M Buy
+285,638
New +$34.2M 1.11% 23

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

Smead Capital Management's SPG Position: Q2 2026 in Review

Smead Capital Management reduced its Simon Property Group (SPG) stake by 10% in Q2 2026, selling an estimated $33M and leaving 1,399,725 shares worth $313M. The position accounts for 6.71% of the portfolio, ranked #2.

Smead Capital Management first reported a position in SPG in Q1 2020 and has held it in 26 quarters since. The position peaked at $443M in Q3 2024. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Smead Capital Management held 1,399,725 shares of Simon Property Group worth $313M as of Q2 2026.
  • Smead Capital Management sold 160,135 Simon Property Group shares in Q2 2026, an estimated $33M.
  • Simon Property Group made up 6.71% of Smead Capital Management's portfolio in Q2 2026, its #2 holding.
  • Smead Capital Management first reported a position in Simon Property Group in Q1 2020 and has held it in 26 quarters since.
  • Smead Capital Management's Simon Property Group position peaked at $443M in Q3 2024.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Smead Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.