Sumitomo Life Insurance’s Simon Property Group SPG Stock Holding History

Sumitomo Life Insurance’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	$788K	Buy	4,227 +112	+3%	+$21.4K	0.02%	216
2025 Q4	$762K	Buy	4,115 +45	+1%	+$8.18K	0.02%	216
2025 Q3	$764K	Sell	4,070 -165	-4%	-$28.5K	0.02%	209
2025 Q2	$681K	Sell	4,235 -236	-5%	-$37.3K	0.05%	212
2025 Q1	$743K	Buy	4,471 +70	+2%	+$12.2K	0.03%	212
2024 Q4	$758K	Sell	4,401 -159	-3%	-$27.9K	0.01%	214
2024 Q3	$771K	Sell	4,560 -37	-0.8%	-$5.86K	0.02%	221
2024 Q2	$698K	Sell	4,597 -489	-10%	-$72K	0.02%	224
2024 Q1	$796K	Sell	5,086 -344	-6%	-$50.4K	0.02%	216
2023 Q4	$775K	Sell	5,430 -25	-0.5%	-$3.02K	0.02%	211
2023 Q3	$589K	Sell	5,455 -185	-3%	-$21.7K	0.02%	224
2023 Q2	$651K	Sell	5,640 -548	-9%	-$59.7K	0.03%	226
2023 Q1	$693K	Sell	6,188 -63	-1%	-$7.52K	0.06%	219
2022 Q4	$734K	Sell	6,251 -383	-6%	-$42.6K	0.05%	213
2022 Q3	$595K	Sell	6,634 -292	-4%	-$29.9K	0.03%	229
2022 Q2	$657K	Buy	6,926 +98	+1%	+$11.2K	0.02%	226
2022 Q1	$898K	Sell	6,828 -254	-4%	-$36.2K	0.02%	219
2021 Q4	$1.13M	Sell	7,082 -189	-3%	-$28.8K	0.03%	203
2021 Q3	$945K	Sell	7,271 -457	-6%	-$59.5K	0.03%	223
2021 Q2	$1.01M	Sell	7,728 -1,037	-12%	-$129K	0.03%	219
2021 Q1	$997K	Sell	8,765 -361	-4%	-$37.7K	0.04%	226
2020 Q4	$778K	Sell	9,126 -1,228	-12%	-$93.8K	0.03%	247
2020 Q3	$670K	Sell	10,354 -467	-4%	-$30.6K	0.03%	233
2020 Q2	$740K	Sell	10,821 -510	-5%	-$32K	0.04%	227
2020 Q1	$622K	Sell	11,331 -100	-0.9%	-$12K	0.04%	226
2019 Q4	$1.7M	Buy	11,431 +645	+6%	+$96.7K	0.19%	156
2019 Q3	$1.68M	Sell	10,786 -1,356	-11%	-$211K	0.22%	139
2019 Q2	$1.94M	Buy	12,142 +432	+4%	+$74.4K	0.23%	126
2019 Q1	$2.13M	Sell	11,710 -1,289	-10%	-$229K	0.29%	111
2018 Q4	$2.18M	Buy	12,999 +301	+2%	+$53.8K	0.3%	103
2018 Q3	$2.24M	Sell	12,698 -203	-2%	-$35.9K	0.27%	110
2018 Q2	$2.2M	Buy	12,901 +521	+4%	+$82.9K	0.27%	122
2018 Q1	$1.91M	Sell	12,380 -546	-4%	-$86.8K	0.25%	138
2017 Q4	$2.22M	Sell	12,926 -629	-5%	-$102K	0.28%	116
2017 Q3	$2.18M	Sell	13,555 -245	-2%	-$39.1K	0.28%	119
2017 Q2	$2.23M	Buy	13,800 +582	+4%	+$94.8K	0.29%	115
2017 Q1	$2.27M	Sell	13,218 -820	-6%	-$147K	0.32%	92
2016 Q4	$2.49M	Buy	14,038 +312	+2%	+$57.9K	0.36%	81
2016 Q3	$2.84M	Sell	13,726 -1,649	-11%	-$358K	0.42%	60
2016 Q2	$3.33M	Sell	15,375 -540	-3%	-$110K	0.46%	57
2016 Q1	$3.31M	Sell	15,915 -482	-3%	-$92.6K	0.43%	63
2015 Q4	$3.19M	Buy	16,397 +1,415	+9%	+$274K	0.4%	69
2015 Q3	$2.75M	Sell	14,982 -382	-2%	-$70K	0.37%	76
2015 Q2	$2.66M	Sell	15,364 -5,614	-27%	-$1.03M	0.32%	94
2015 Q1	$4.1M	Sell	20,978 -2,220	-10%	-$430K	0.45%	60
2014 Q4	$4.22M	Sell	23,198 -1,292	-5%	-$229K	0.42%	61
2014 Q3	$4.03M	Sell	24,490 -662	-3%	-$111K	0.39%	67
2014 Q2	$4.18M	Buy	25,152 +1,616	+7%	+$264K	0.4%	68
2014 Q1	$3.63M	Sell	23,536 -1,987	-8%	-$296K	0.35%	86
2013 Q4	$3.65M	Sell	25,523 -1,422	-5%	-$205K	0.33%	102
2013 Q3	$3.76M	Sell	26,945 -1,029	-4%	-$149K	0.35%	91
2013 Q2	$4.16M	Buy	+27,974	New	+$4.49M	0.4%	75

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sumitomo Life Insurance's SPG Position: Q1 2026 in Review

Sumitomo Life Insurance increased its Simon Property Group (SPG) stake by 2.7% in Q1 2026, buying an estimated $21.4K and bringing the position to 4,227 shares worth $788K. The position accounts for 0.02% of the portfolio, ranked #216.

Sumitomo Life Insurance first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.22M in Q4 2014. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Sumitomo Life Insurance held 4,227 shares of Simon Property Group worth $788K as of Q1 2026.
Sumitomo Life Insurance bought 112 Simon Property Group shares in Q1 2026, an estimated $21.4K.
Simon Property Group made up 0.02% of Sumitomo Life Insurance's portfolio in Q1 2026, its #216 holding.
Sumitomo Life Insurance first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
Sumitomo Life Insurance's Simon Property Group position peaked at $4.22M in Q4 2014.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.