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Sun Life Financial’s Simon Property Group SPG Stock Holding History

Sun Life Financial’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 		$1.22M Buy
6,535
+1,057
+19% +$202K 0.07% 26
2025
Q4 		$1.01M Sell
5,478
-53,667
-91% -$9.75M 0.05% 31
2025
Q3 		$11.1M Hold
59,145
– – 0.57% 18
2025
Q2 		$9.51M Hold
59,145
– – 0.52% 21
2025
Q1 		$9.82M Hold
59,145
– – 0.62% 20
2024
Q4 		$10.2M Hold
59,145
– – 0.57% 23
2024
Q3 		$10M Buy
+59,145
New +$9.36M 0.56% 22
2021
Q2 		– Sell
-192
Closed -$22K – 426
2021
Q1 		$22K Sell
192
-60,774
-100% -$6.34M ﹤0.01% 256
2020
Q4 		$5.2M Sell
60,966
-60,995
-50% -$4.66M 0.68% 17
2020
Q3 		$7.89M Sell
121,961
-6,605
-5% -$433K 1.26% 12
2020
Q2 		$8.79M Buy
128,566
+121,996
+1,857% +$7.65M 1.71% 9
2020
Q1 		$360K Buy
6,570
+1,435
+28% +$172K 0.09% 87
2019
Q4 		$765K Sell
5,135
-2,847
-36% -$427K 0.2% 48
2019
Q3 		$1.24M Buy
7,982
+4,452
+126% +$692K 0.32% 37
2019
Q2 		$564K Sell
3,530
-3,919
-53% -$675K 0.14% 79
2019
Q1 		$1.36M Sell
7,449
-1,587
-18% -$282K 0.3% 51
2018
Q4 		$1.52M Buy
9,036
+113
+1% +$20.2K 0.32% 46
2018
Q3 		$1.58M Sell
8,923
-1,833
-17% -$324K 0.29% 55
2018
Q2 		$1.83M Buy
10,756
+9,026
+522% +$1.44M 0.26% 48
2018
Q1 		$11.2K Sell
1,730
-8,343
-83% -$1.33M 0.1% 97
2017
Q4 		$1.73M Buy
10,073
+5,103
+103% +$829K 0.18% 50
2017
Q3 		$800K Buy
4,970
+2,689
+118% +$429K 0.08% 92
2017
Q2 		$369K Buy
2,281
+2,251
+7,503% +$366K 0.04% 154
2017
Q1 		$173 Hold
30
– – ﹤0.01% 294
2016
Q4 		$168 Buy
+30
New +$5.57K ﹤0.01% 250

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sun Life Financial's SPG Position: Q1 2026 in Review

Sun Life Financial increased its Simon Property Group (SPG) stake by 19% in Q1 2026, buying an estimated $202K and bringing the position to 6,535 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #26.

Sun Life Financial first reported a position in SPG in Q4 2016 and has held it in 25 quarters since. The position peaked at $11.1M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Sun Life Financial held 6,535 shares of Simon Property Group worth $1.22M as of Q1 2026.
  • Sun Life Financial bought 1,057 Simon Property Group shares in Q1 2026, an estimated $202K.
  • Simon Property Group made up 0.07% of Sun Life Financial's portfolio in Q1 2026, its #26 holding.
  • Sun Life Financial first reported a position in Simon Property Group in Q4 2016 and has held it in 25 quarters since.
  • Sun Life Financial's Simon Property Group position peaked at $11.1M in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Sun Life Financial's 13F filing for Q1 2026, filed 14 May 2026.