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

Sompo 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 		$456K Buy
2,040
+340
+20% +$70K 0.07% 136
2026
Q1 		$317K Sell
1,700
-310
-15% -$59.1K 0.06% 163
2025
Q4 		$372K Sell
2,010
-440
-18% -$79.9K 0.06% 158
2025
Q3 		$460K Sell
2,450
-20
-0.8% -$3.45K 0.08% 145
2025
Q2 		$397K Hold
2,470
– – 0.07% 153
2025
Q1 		$410K Sell
2,470
-440
-15% -$76.9K 0.08% 151
2024
Q4 		$501K Buy
+2,910
New +$511K 0.08% 139
2024
Q3 		– Sell
-2,830
Closed -$430K – 197
2024
Q2 		$430K Buy
2,830
+100
+4% +$14.7K 0.07% 152
2024
Q1 		$427K Buy
2,730
+800
+41% +$117K 0.07% 164
2023
Q4 		$275K Sell
1,930
-1,660
-46% -$201K 0.05% 179
2023
Q3 		$388K Buy
3,590
+1,290
+56% +$151K 0.09% 157
2023
Q2 		$266K Hold
2,300
– – 0.05% 158
2023
Q1 		$258K Buy
+2,300
New +$275K 0.05% 157
2020
Q4 		– Sell
-7,870
Closed -$509K – 136
2020
Q3 		$509K Sell
7,870
-680
-8% -$44.6K 0.12% 114
2020
Q2 		$585K Sell
8,550
-27,999
-77% -$1.76M 0.15% 113
2020
Q1 		$2M Buy
36,549
+6,119
+20% +$732K 0.53% 60
2019
Q4 		$4.53M Buy
30,430
+14,450
+90% +$2.17M 1.06% 36
2019
Q3 		$2.49M Buy
15,980
+10,920
+216% +$1.7M 0.62% 56
2019
Q2 		$808K Buy
+5,060
New +$871K 0.24% 76
2018
Q4 		– Sell
-13,820
Closed -$2.44M – 97
2018
Q3 		$2.44M Sell
13,820
-1,780
-11% -$315K 0.51% 63
2018
Q2 		$2.65M Buy
+15,600
New +$2.48M 0.6% 60

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

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

Sompo Asset Management increased its Simon Property Group (SPG) stake by 20% in Q2 2026, buying an estimated $70K and bringing the position to 2,040 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #136.

Sompo Asset Management first reported a position in SPG in Q2 2018 and has held it in 21 quarters since. The position peaked at $4.53M in Q4 2019. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Sompo Asset Management held 2,040 shares of Simon Property Group worth $456K as of Q2 2026.
  • Sompo Asset Management bought 340 Simon Property Group shares in Q2 2026, an estimated $70K.
  • Simon Property Group made up 0.07% of Sompo Asset Management's portfolio in Q2 2026, its #136 holding.
  • Sompo Asset Management first reported a position in Simon Property Group in Q2 2018 and has held it in 21 quarters since.
  • Sompo Asset Management's Simon Property Group position peaked at $4.53M in Q4 2019.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.