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
2025 Q1	–	Sell	-3,000	Closed	-$517K	–	1080
2024 Q4	$517K	Buy	+3,000	New	+$527K	0.11%	133
2024 Q1	–	Sell	-6,000	Closed	-$856K	–	853
2023 Q4	$856K	Buy	+6,000	New	+$725K	0.08%	147
2023 Q1	–	Sell	-800	Closed	-$94K	–	1258
2022 Q4	$94K	Buy	+800	New	+$88.9K	﹤0.01%	602
2022 Q3	–	Sell	-4,500	Closed	-$427K	–	1151
2022 Q2	$427K	Buy	4,500 +3,100	+221%	+$355K	0.05%	203
2022 Q1	$184K	Sell	1,400 -7,600	-84%	-$1.08M	0.02%	399
2021 Q4	$1.44M	Buy	+9,000	New	+$1.37M	0.07%	202
2021 Q1	–	Sell	-224	Closed	-$1.91M	–	756
2020 Q4	$1.91M	Buy	224 +32	+17%	+$2.44K	0.16%	152
2020 Q3	$1.24M	Sell	192 -3	-2%	-$197	0.13%	137
2020 Q2	$1.33M	Buy	+195	New	+$12.2K	0.17%	117
2020 Q1	–	Sell	-126	Closed	-$1.88M	–	459
2019 Q4	$1.88M	Buy	126 +50	+66%	+$7.5K	0.14%	143
2019 Q3	$1.18M	Buy	76 +21	+38%	+$3.27K	0.1%	121
2019 Q2	$879K	Buy	+55	New	+$9.47K	0.1%	149

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.