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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 		$224K Buy
1,200
+300
+33% +$57.2K ﹤0.01% 2145
2025
Q4 		$167K Buy
900
+300
+50% +$54.5K ﹤0.01% 2022
2025
Q3 		$113K Buy
+600
New +$104K ﹤0.01% 1983

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.