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Tidal Investments’s Simon Property Group SPG Stock Holding History

Tidal Investments’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 		$9.08M Buy
48,676
+17,994
+59% +$3.43M 0.02% 592
2025
Q4 		$5.68M Buy
30,682
+4,716
+18% +$857K 0.01% 603
2025
Q3 		$4.87M Buy
25,966
+2,864
+12% +$494K 0.01% 595
2025
Q2 		$3.71M Buy
23,102
+3,824
+20% +$604K 0.02% 516
2025
Q1 		$3.2M Sell
19,278
-1,653
-8% -$289K 0.03% 513
2024
Q4 		$3.6M Buy
20,931
+1,335
+7% +$234K 0.03% 486
2024
Q3 		$3.31M Sell
19,596
-3,116
-14% -$493K 0.04% 427
2024
Q2 		$3.45M Buy
22,712
+9,863
+77% +$1.45M 0.05% 348
2024
Q1 		$2.01M Buy
12,849
+2,099
+20% +$308K 0.03% 525
2023
Q4 		$1.53M Buy
10,750
+1,289
+14% +$156K 0.04% 456
2023
Q3 		$1.02M Buy
9,461
+886
+10% +$104K 0.03% 535
2023
Q2 		$990K Sell
8,575
-266
-3% -$29K 0.03% 541
2023
Q1 		$990K Buy
8,841
+1,208
+16% +$144K 0.03% 497
2022
Q4 		$897K Buy
7,633
+553
+8% +$61.5K 0.03% 473
2022
Q3 		$635K Buy
7,080
+213
+3% +$21.8K 0.03% 492
2022
Q2 		$652K Buy
6,867
+359
+6% +$41.1K 0.02% 512
2022
Q1 		$856K Sell
6,508
-3,342
-34% -$476K 0.03% 475
2021
Q4 		$1.57M Buy
9,850
+5,767
+141% +$880K 0.05% 274
2021
Q3 		$531K Buy
4,083
+1,770
+77% +$230K 0.02% 499
2021
Q2 		$299K Buy
+2,313
New +$288K 0.01% 573

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

Tidal Investments's SPG Position: Q1 2026 in Review

Tidal Investments increased its Simon Property Group (SPG) stake by 59% in Q1 2026, buying an estimated $3.43M and bringing the position to 48,676 shares worth $9.08M. The position accounts for 0.02% of the portfolio, ranked #592.

Tidal Investments first reported a position in SPG in Q2 2021 and has held it in 20 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Tidal Investments held 48,676 shares of Simon Property Group worth $9.08M as of Q1 2026.
  • Tidal Investments bought 17,994 Simon Property Group shares in Q1 2026, an estimated $3.43M.
  • Simon Property Group made up 0.02% of Tidal Investments's portfolio in Q1 2026, its #592 holding.
  • Tidal Investments first reported a position in Simon Property Group in Q2 2021 and has held it in 20 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.