SGI
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Summit Global Investments’s Simon Property Group SPG Stock Holding History

Summit Global Investments’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 		$494K Sell
2,210
-1,765
-44% -$363K 0.03% 344
2026
Q1 		$741K Sell
3,975
-12,065
-75% -$2.3M 0.04% 259
2025
Q4 		$2.97M Sell
16,040
-25,622
-61% -$4.65M 0.18% 67
2025
Q3 		$7.82M Buy
41,662
+30,196
+263% +$5.21M 0.46% 34
2025
Q2 		$1.84M Buy
+11,466
New +$1.81M 0.11% 124
2025
Q1 		– Sell
-20,860
Closed -$3.59M – 568
2024
Q4 		$3.59M Buy
20,860
+182
+0.9% +$31.9K 0.22% 92
2024
Q3 		$3.5M Buy
20,678
+996
+5% +$158K 0.22% 84
2024
Q2 		$2.99M Buy
19,682
+18,068
+1,119% +$2.66M 0.2% 100
2024
Q1 		$253K Sell
1,614
-4,613
-74% -$676K 0.02% 432
2023
Q4 		$888K Sell
6,227
-27,075
-81% -$3.27M 0.06% 254
2023
Q3 		$3.6M Buy
33,302
+1,197
+4% +$140K 0.24% 88
2023
Q2 		$3.71M Buy
32,105
+2,231
+7% +$243K 0.25% 98
2023
Q1 		$3.35M Buy
29,874
+843
+3% +$101K 0.26% 97
2022
Q4 		$3.41M Sell
29,031
-128
-0.4% -$14.2K 0.29% 99
2022
Q3 		$2.62M Sell
29,159
-121
-0.4% -$12.4K 0.24% 112
2022
Q2 		$2.78M Sell
29,280
-10,135
-26% -$1.16M 0.24% 97
2022
Q1 		$5.18M Buy
39,415
+2,072
+6% +$295K 0.38% 74
2021
Q4 		$5.97M Buy
+37,343
New +$5.7M 0.38% 63
2020
Q1 		– Sell
-9,610
Closed -$1.43M – 294
2019
Q4 		$1.43M Buy
+9,610
New +$1.44M 0.16% 105
2017
Q2 		– Sell
-12,835
Closed -$2.21M – 279
2017
Q1 		$2.21M Buy
12,835
+2,579
+25% +$461K 0.72% 45
2016
Q4 		$1.82M Buy
+10,256
New +$1.9M 0.66% 47

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

Summit Global Investments's SPG Position: Q2 2026 in Review

Summit Global Investments reduced its Simon Property Group (SPG) stake by 44% in Q2 2026, selling an estimated $363K and leaving 2,210 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #344.

Summit Global Investments first reported a position in SPG in Q4 2016 and has held it in 21 quarters since. The position peaked at $7.82M in Q3 2025. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Summit Global Investments held 2,210 shares of Simon Property Group worth $494K as of Q2 2026.
  • Summit Global Investments sold 1,765 Simon Property Group shares in Q2 2026, an estimated $363K.
  • Simon Property Group made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #344 holding.
  • Summit Global Investments first reported a position in Simon Property Group in Q4 2016 and has held it in 21 quarters since.
  • Summit Global Investments's Simon Property Group position peaked at $7.82M in Q3 2025.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.