SSG
SPG icon

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
2021
Q4 		– Sell
-730
Closed -$9.49M – 928
2021
Q3 		$9.49M Buy
+730
New +$95K 0.74% 25
2021
Q1 		– Sell
-225
Closed -$1.92M – 755
2020
Q4 		$1.92M Buy
+225
New +$17.2K 0.16% 151
2020
Q2 		– Sell
-40
Closed -$219K – 470
2020
Q1 		$219K Sell
40
-403
-91% -$48.2K 0.04% 244
2019
Q4 		$6.6M Buy
443
+144
+48% +$21.6K 0.5% 51
2019
Q3 		$4.65M Buy
299
+255
+580% +$39.7K 0.41% 42
2019
Q2 		$703K Buy
+44
New +$7.58K 0.08% 168

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 Securities Group's SPG Position: Q2 2026 in Review

Summit Securities Group increased its Simon Property Group (SPG) stake by 3,072% in Q2 2026, buying an estimated $335K and bringing the position to 1,681 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #203.

Summit Securities Group first reported a position in SPG in Q2 2013 and has held it in 37 quarters since. The position peaked at $13.9M in Q4 2021. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Summit Securities Group held 1,681 shares of Simon Property Group worth $376K as of Q2 2026.
  • Summit Securities Group bought 1,628 Simon Property Group shares in Q2 2026, an estimated $335K.
  • Simon Property Group made up 0.04% of Summit Securities Group's portfolio in Q2 2026, its #203 holding.
  • Summit Securities Group first reported a position in Simon Property Group in Q2 2013 and has held it in 37 quarters since.
  • Summit Securities Group's Simon Property Group position peaked at $13.9M in Q4 2021.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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