Summit Securities Group’s Simon Property Group SPG Stock Holding History

Summit Securities Group’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	$9.89K	Sell	53 -1,831	-97%	-$349K	﹤0.01%	675
2025 Q4	$349K	Buy	1,884 +1,020	+118%	+$185K	0.05%	243
2025 Q3	$162K	Buy	864 +657	+317%	+$113K	0.03%	295
2025 Q2	$33.3K	Buy	207 +206	+20,600%	+$32.5K	0.01%	602
2025 Q1	$166	Sell	1 -4,800	-100%	-$839K	﹤0.01%	738
2024 Q4	$827K	Buy	4,801 +3,101	+182%	+$544K	0.17%	88
2024 Q3	$287K	Sell	1,700 -500	-23%	-$79.2K	0.08%	140
2024 Q2	$334K	Buy	2,200 +2,100	+2,100%	+$309K	0.06%	127
2024 Q1	$16K	Sell	100 -9,000	-99%	-$1.32M	﹤0.01%	323
2023 Q4	$1.3M	Buy	9,100 +5,900	+184%	+$713K	0.12%	116
2023 Q3	$346K	Buy	3,200 +1,873	+141%	+$219K	0.04%	146
2023 Q2	$153K	Sell	1,327 -415	-24%	-$45.2K	0.02%	245
2023 Q1	$195K	Sell	1,742 -1,489	-46%	-$178K	0.02%	219
2022 Q4	$380K	Sell	3,231 -2,069	-39%	-$230K	0.01%	280
2022 Q3	$476K	Sell	5,300 -7,287	-58%	-$745K	0.04%	260
2022 Q2	$1.2M	Sell	12,587 -5,648	-31%	-$647K	0.15%	107
2022 Q1	$2.4M	Sell	18,235 -68,906	-79%	-$9.82M	0.27%	71
2021 Q4	$13.9M	Buy	87,141 +81,216	+1,371%	+$12.4M	0.65%	29
2021 Q3	$770K	Sell	5,925 -81,879	-93%	-$10.7M	0.06%	311
2021 Q2	$11.5M	Buy	87,804 +67,804	+339%	+$8.43M	0.95%	18
2021 Q1	$2.27M	Sell	20,000 -2,300	-10%	-$240K	0.25%	83
2020 Q4	$1.9M	Buy	22,300 +16,300	+272%	+$1.24M	0.16%	155
2020 Q3	$388K	Sell	6,000 -14,338	-70%	-$940K	0.04%	250
2020 Q2	$1.39M	Buy	+20,338	New	+$1.28M	0.17%	112
2020 Q1	–	Sell	-5,050	Closed	-$604K	–	458
2019 Q4	$752K	Sell	5,050 -150	-3%	-$22.5K	0.06%	243
2019 Q3	$809K	Buy	5,200 +3,800	+271%	+$591K	0.07%	150
2019 Q2	$224K	Sell	1,400 -1,500	-52%	-$258K	0.03%	297
2019 Q1	$528K	Sell	2,900 -3,600	-55%	-$640K	0.1%	110
2018 Q4	$1.09M	Buy	+6,500	New	+$1.16M	0.09%	130
2017 Q2	–	Sell	-2,000	Closed	-$344K	–	356
2017 Q1	$344K	Buy	+2,000	New	+$357K	0.1%	210
2016 Q1	–	Sell	-5,500	Closed	-$1.07M	–	308
2015 Q4	$1.07M	Buy	+5,500	New	+$1.07M	0.35%	45
2015 Q1	–	Sell	-5,700	Closed	-$1.04M	–	608
2014 Q4	$1.04M	Buy	5,700 +5,300	+1,325%	+$940K	0.3%	60
2014 Q3	$66K	Sell	400 -600	-60%	-$101K	0.02%	362
2014 Q2	$166K	Buy	1,000 +894	+843%	+$146K	0.06%	180
2014 Q1	$16K	Buy	+106	New	+$15.8K	0.01%	247
2013 Q3	–	Sell	-106	Closed	-$16K	–	539
2013 Q2	$16K	Buy	+106	New	+$17K	0.01%	268

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

Summit Securities Group's SPG Position: Q1 2026 in Review

Summit Securities Group reduced its Simon Property Group (SPG) stake by 97% in Q1 2026, selling an estimated $349K and leaving 53 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Summit Securities Group first reported a position in SPG in Q2 2013 and has held it in 36 quarters since. The position peaked at $13.9M in Q4 2021. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Summit Securities Group held 53 shares of Simon Property Group worth $9.89K as of Q1 2026.
Summit Securities Group sold 1,831 Simon Property Group shares in Q1 2026, an estimated $349K.
Simon Property Group made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #675 holding.
Summit Securities Group first reported a position in Simon Property Group in Q2 2013 and has held it in 36 quarters since.
Summit Securities Group's Simon Property Group position peaked at $13.9M in Q4 2021.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.