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Tidemark’s Simon Property Group SPG Stock Holding History

Tidemark’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 		$671 Hold
3
– – ﹤0.01% 782
2026
Q1 		$560 Buy
+3
New +$572 ﹤0.01% 749
2024
Q2 		– Sell
-13
Closed -$2.03K – 713
2024
Q1 		$2.03K Hold
13
– – ﹤0.01% 600
2023
Q4 		$1.85K Buy
+13
New +$1.57K ﹤0.01% 604

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 $3.37T AUM 44.26% 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

Tidemark's SPG Position: Q2 2026 in Review

Tidemark held its Simon Property Group (SPG) position steady in Q2 2026 at 3 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Tidemark first reported a position in SPG in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.03K in Q1 2024. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Tidemark held 3 shares of Simon Property Group worth $671 as of Q2 2026.
  • Tidemark left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #782 holding.
  • Tidemark first reported a position in Simon Property Group in Q4 2023 and has held it in 4 quarters since.
  • Tidemark's Simon Property Group position peaked at $2.03K in Q1 2024.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.