SIM
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Synergy Investment Management’s Simon Property Group SPG Stock Holding History

Synergy Investment Management’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 		$47.4K Buy
210
+118
+128% +$24.3K 0.01% 389
2026
Q1 		$17.2K Buy
+92
New +$17.5K 0.01% 429
2025
Q2 		– Sell
-44
Closed -$7.31K – 495
2025
Q1 		$7.31K Buy
+44
New +$7.69K ﹤0.01% 409

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Synergy Investment Management's SPG Position: Q2 2026 in Review

Synergy Investment Management increased its Simon Property Group (SPG) stake by 128% in Q2 2026, buying an estimated $24.3K and bringing the position to 210 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #389.

Synergy Investment Management first reported a position in SPG in Q1 2025 and has held it in 3 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Synergy Investment Management held 210 shares of Simon Property Group worth $47.4K as of Q2 2026.
  • Synergy Investment Management bought 118 Simon Property Group shares in Q2 2026, an estimated $24.3K.
  • Simon Property Group made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #389 holding.
  • Synergy Investment Management first reported a position in Simon Property Group in Q1 2025 and has held it in 3 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.