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Stamos Capital Partners’s Simon Property Group SPG Stock Holding History

Stamos Capital Partners’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
Q1 		$2.65M Sell
14,209
-832
-6% -$159K 0.41% 79
2025
Q4 		$2.78M Buy
15,041
+5,357
+55% +$973K 0.45% 69
2025
Q3 		$1.82M Sell
9,684
-6,608
-41% -$1.14M 0.34% 75
2025
Q2 		$2.62M Buy
16,292
+6,578
+68% +$1.04M 0.47% 65
2025
Q1 		$1.61M Sell
9,714
-2,066
-18% -$361K 0.42% 74
2024
Q4 		$2.03M Buy
11,780
+5,820
+98% +$1.02M 0.48% 60
2024
Q3 		$1.01M Sell
5,960
-4,120
-41% -$652K 0.24% 97
2024
Q2 		$1.53M Buy
10,080
+360
+4% +$53K 0.32% 78
2024
Q1 		$1.52M Sell
9,720
-750
-7% -$110K 0.35% 64
2023
Q4 		$1.49M Sell
10,470
-19,380
-65% -$2.34M 0.41% 61
2023
Q3 		$3.22M Buy
29,850
+8,330
+39% +$976K 0.72% 40
2023
Q2 		$2.49M Buy
21,520
+17,250
+404% +$1.88M 0.58% 56
2023
Q1 		$478K Hold
4,270
– – 0.12% 91
2022
Q4 		$502K Sell
4,270
-7,020
-62% -$780K 0.16% 107
2022
Q3 		$1.01M Sell
11,290
-1,970
-15% -$202K 0.26% 78
2022
Q2 		$1.26M Buy
13,260
+1,930
+17% +$221K 0.38% 52
2022
Q1 		$1.49M Buy
11,330
+5,030
+80% +$717K 0.5% 42
2021
Q4 		$1.01M Buy
+6,300
New +$962K 0.47% 47
2021
Q1 		– Sell
-35,000
Closed -$2.98M – 52
2020
Q4 		$2.98M Sell
35,000
-7,000
-17% -$535K 1.27% 26
2020
Q3 		$2.72M Buy
+42,000
New +$2.75M 1.01% 25
2020
Q2 		– Sell
-4,322
Closed -$237K – 81
2020
Q1 		$237K Buy
+4,322
New +$517K 0.12% 80

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stamos Capital Partners's SPG Position: Q1 2026 in Review

Stamos Capital Partners reduced its Simon Property Group (SPG) stake by 5.5% in Q1 2026, selling an estimated $159K and leaving 14,209 shares worth $2.65M. The position accounts for 0.41% of the portfolio, ranked #79.

Stamos Capital Partners first reported a position in SPG in Q1 2020 and has held it in 21 quarters since. The position peaked at $3.22M in Q3 2023. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Stamos Capital Partners held 14,209 shares of Simon Property Group worth $2.65M as of Q1 2026.
  • Stamos Capital Partners sold 832 Simon Property Group shares in Q1 2026, an estimated $159K.
  • Simon Property Group made up 0.41% of Stamos Capital Partners's portfolio in Q1 2026, its #79 holding.
  • Stamos Capital Partners first reported a position in Simon Property Group in Q1 2020 and has held it in 21 quarters since.
  • Stamos Capital Partners's Simon Property Group position peaked at $3.22M in Q3 2023.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.