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 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.