Titleist Asset Management
SPG icon

Titleist Asset Management’s Simon Property Group SPG Stock Holding History

Titleist Asset 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
Q3 		$397K Sell
1,978
-154
-7% -$33.5K 0.03% 320
2026
Q2 		$477K Sell
2,132
-48
-2% -$9.9K 0.03% 274
2026
Q1 		$407K Sell
2,180
-158
-7% -$30.1K 0.03% 282
2025
Q4 		$433K Buy
2,338
+4
+0.2% +$727 0.03% 247
2025
Q3 		$438K Buy
2,334
+3
+0.1% +$518 0.04% 217
2025
Q2 		$375K Buy
2,331
+5
+0.2% +$790 0.04% 231
2025
Q1 		$386K Sell
2,326
-10
-0.4% -$1.75K 0.04% 216
2024
Q4 		$402K Buy
2,336
+4
+0.2% +$702 0.05% 215
2024
Q3 		$394K Sell
2,332
-172
-7% -$27.2K 0.06% 195
2024
Q2 		$380K Sell
2,504
-436
-15% -$64.2K 0.06% 192
2024
Q1 		$460K Sell
2,940
-271
-8% -$39.7K 0.08% 162
2023
Q4 		$458K Sell
3,211
-318
-9% -$38.4K 0.08% 149
2023
Q3 		$381K Sell
3,529
-522
-13% -$61.1K 0.08% 154
2023
Q2 		$468K Sell
4,051
-4,894
-55% -$533K 0.09% 147
2023
Q1 		$1M Buy
+8,945
New +$1.07M 0.21% 94

Other funds holding SPG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Titleist Asset Management's SPG Position: Q3 2026 in Review

Titleist Asset Management reduced its Simon Property Group (SPG) stake by 7.2% in Q3 2026, selling an estimated $33.5K and leaving 1,978 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #320.

Titleist Asset Management first reported a position in SPG in Q1 2023 and has held it in 15 quarters since. The position peaked at $1M in Q1 2023. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Titleist Asset Management held 1,978 shares of Simon Property Group worth $397K as of Q3 2026.
  • Titleist Asset Management sold 154 Simon Property Group shares in Q3 2026, an estimated $33.5K.
  • Simon Property Group made up 0.03% of Titleist Asset Management's portfolio in Q3 2026, its #320 holding.
  • Titleist Asset Management first reported a position in Simon Property Group in Q1 2023 and has held it in 15 quarters since.
  • Titleist Asset Management's Simon Property Group position peaked at $1M in Q1 2023.
  • 1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.