Summitry LLC’s Simon Property Group SPG Stock Holding History

Summitry LLC’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	$225K	Buy	+1,004	New	+$207K	0.01%	310
2016 Q1	–	Sell	-2,895	Closed	-$563K	–	82
2015 Q4	$563K	Hold	2,895	–	–	0.06%	50
2015 Q3	$532K	Hold	2,895	–	–	0.06%	48
2015 Q2	$501K	Hold	2,895	–	–	0.06%	46
2015 Q1	$566K	Hold	2,895	–	–	0.07%	43
2014 Q4	$527K	Sell	2,895 -27	-0.9%	-$4.79K	0.06%	47
2014 Q3	$480K	Buy	2,922 +27	+0.9%	+$4.54K	0.06%	46
2014 Q2	$481K	Sell	2,895 -182	-6%	-$29.7K	0.06%	43
2014 Q1	$475K	Sell	3,077 -2,870	-48%	-$428K	0.06%	46
2013 Q4	$851K	Buy	5,947 +2,870	+93%	+$413K	0.11%	42
2013 Q3	$429K	Hold	3,077	–	–	0.07%	50
2013 Q2	$457K	Buy	+3,077	New	+$493K	0.07%	47

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summitry LLC's SPG Position: Q2 2026 in Review

Summitry LLC opened a new position in Simon Property Group (SPG) in Q2 2026: 1,004 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Summitry LLC previously reported a position in SPG as recently as Q4 2015.

Summitry LLC first reported a position in SPG in Q2 2013 and has held it in 12 quarters since. The position peaked at $851K in Q4 2013. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Summitry LLC held 1,004 shares of Simon Property Group worth $225K as of Q2 2026.
Simon Property Group was a new Summitry LLC position in Q2 2026.
Simon Property Group made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #310 holding.
Summitry LLC first reported a position in Simon Property Group in Q2 2013 and has held it in 12 quarters since.
Summitry LLC's Simon Property Group position peaked at $851K in Q4 2013.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.