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Sunbelt Securities’s Simon Property Group SPG Stock Holding History

Sunbelt Securities’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 		$672K Sell
3,603
-5
-0.1% -$954 0.04% 340
2025
Q4 		$668K Buy
3,608
+9
+0.3% +$1.64K 0.04% 334
2025
Q3 		$675K Sell
3,599
-345
-9% -$59.6K 0.05% 316
2025
Q2 		$679K Buy
3,944
+879
+29% +$139K 0.06% 277
2025
Q1 		$509K Sell
3,065
-879
-22% -$154K 0.05% 322
2024
Q4 		$674K Sell
3,944
-34
-0.9% -$5.97K 0.06% 283
2024
Q3 		$672K Buy
3,978
+300
+8% +$47.5K 0.07% 285
2024
Q2 		$558K Buy
3,678
+500
+16% +$73.7K 0.06% 309
2024
Q1 		$497K Hold
3,178
– – 0.06% 324
2023
Q4 		$453K Sell
3,178
-100
-3% -$12.1K 0.06% 328
2023
Q3 		$354K Hold
3,278
– – 0.05% 363
2023
Q2 		$379K Sell
3,278
-87
-3% -$9.48K 0.05% 340
2023
Q1 		$362K Buy
3,365
+841
+33% +$100K 0.06% 317
2022
Q4 		$297K Sell
2,524
-656
-21% -$72.9K 0.06% 353
2022
Q3 		$285K Buy
3,180
+391
+14% +$40K 0.06% 341
2022
Q2 		$265K Buy
2,789
+427
+18% +$48.9K 0.06% 358
2022
Q1 		$318K Buy
2,362
+670
+40% +$95.5K 0.06% 344
2021
Q4 		$240K Sell
1,692
-224
-12% -$34.2K 0.04% 410
2021
Q3 		$238K Hold
1,916
– – 0.04% 394
2021
Q2 		$238K Sell
1,916
-11
-0.6% -$1.37K 0.04% 392
2021
Q1 		$219K Sell
1,927
-440
-19% -$45.9K 0.04% 380
2020
Q4 		$202K Buy
+2,367
New +$181K 0.04% 372
2020
Q1 		– Sell
-2,107
Closed -$314K – 614
2019
Q4 		$314K Sell
2,107
-392
-16% -$58.8K 0.03% 431
2019
Q3 		$389K Buy
+2,499
New +$389K 0.04% 355

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunbelt Securities's SPG Position: Q1 2026 in Review

Sunbelt Securities reduced its Simon Property Group (SPG) stake by 0.14% in Q1 2026, selling an estimated $954 and leaving 3,603 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #340.

Sunbelt Securities first reported a position in SPG in Q3 2019 and has held it in 24 quarters since. The position peaked at $679K in Q2 2025. 1,310 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Sunbelt Securities held 3,603 shares of Simon Property Group worth $672K as of Q1 2026.
  • Sunbelt Securities sold 5 Simon Property Group shares in Q1 2026, an estimated $954.
  • Simon Property Group made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #340 holding.
  • Sunbelt Securities first reported a position in Simon Property Group in Q3 2019 and has held it in 24 quarters since.
  • Sunbelt Securities's Simon Property Group position peaked at $679K in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.