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

Tocqueville 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
Q2 		$3.2M Sell
14,314
-24
-0.2% -$4.94K 0.04% 264
2026
Q1 		$2.67M Sell
14,338
-782
-5% -$149K 0.04% 264
2025
Q4 		$2.8M Buy
15,120
+148
+1% +$26.9K 0.04% 267
2025
Q3 		$2.81M Sell
14,972
-25
-0.2% -$4.32K 0.04% 271
2025
Q2 		$2.41M Sell
14,997
-16,476
-52% -$2.6M 0.04% 276
2025
Q1 		$5.23M Sell
31,473
-265
-0.8% -$46.3K 0.09% 181
2024
Q4 		$5.47M Sell
31,738
-287
-0.9% -$50.4K 0.09% 169
2024
Q3 		$5.41M Sell
32,025
-595
-2% -$94.2K 0.09% 177
2024
Q2 		$4.95M Sell
32,620
-238
-0.7% -$35.1K 0.08% 175
2024
Q1 		$5.14M Sell
32,858
-1,999
-6% -$293K 0.08% 182
2023
Q4 		$4.97M Sell
34,857
-1,605
-4% -$194K 0.09% 174
2023
Q3 		$3.94M Sell
36,462
-6,235
-15% -$730K 0.07% 195
2023
Q2 		$4.93M Sell
42,697
-810
-2% -$88.2K 0.09% 182
2023
Q1 		$4.87M Sell
43,507
-335
-0.8% -$40K 0.09% 184
2022
Q4 		$5.15M Sell
43,842
-1,767
-4% -$196K 0.1% 185
2022
Q3 		$4.09M Sell
45,609
-726
-2% -$74.3K 0.08% 197
2022
Q2 		$4.4M Buy
46,335
+13,462
+41% +$1.54M 0.08% 224
2022
Q1 		$4.33M Sell
32,873
-1,142
-3% -$163K 0.07% 253
2021
Q4 		$5.43M Buy
34,015
+69
+0.2% +$10.5K 0.07% 234
2021
Q3 		$4.41M Buy
33,946
+189
+0.6% +$24.6K 0.07% 263
2021
Q2 		$4.41M Buy
33,757
+632
+2% +$78.6K 0.06% 270
2021
Q1 		$3.77M Buy
33,125
+677
+2% +$70.6K 0.06% 291
2020
Q4 		$2.77M Buy
32,448
+718
+2% +$54.8K 0.05% 307
2020
Q3 		$2.05M Buy
31,730
+440
+1% +$28.8K 0.04% 306
2020
Q2 		$2.14M Buy
31,290
+22,083
+240% +$1.39M 0.04% 292
2020
Q1 		$505K Buy
+9,207
New +$1.1M 0.01% 453
2014
Q3 		– Sell
-427
Closed -$71K – 1218
2014
Q2 		$71K Sell
427
-27
-6% -$4.41K ﹤0.01% 1238
2014
Q1 		$70K Hold
454
– – ﹤0.01% 989
2013
Q4 		$65K Buy
+454
New +$65.4K ﹤0.01% 1006

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

Tocqueville Asset Management's SPG Position: Q2 2026 in Review

Tocqueville Asset Management reduced its Simon Property Group (SPG) stake by 0.17% in Q2 2026, selling an estimated $4.94K and leaving 14,314 shares worth $3.2M. The position accounts for 0.04% of the portfolio, ranked #264.

Tocqueville Asset Management first reported a position in SPG in Q4 2013 and has held it in 29 quarters since. The position peaked at $5.47M in Q4 2024. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Tocqueville Asset Management held 14,314 shares of Simon Property Group worth $3.2M as of Q2 2026.
  • Tocqueville Asset Management sold 24 Simon Property Group shares in Q2 2026, an estimated $4.94K.
  • Simon Property Group made up 0.04% of Tocqueville Asset Management's portfolio in Q2 2026, its #264 holding.
  • Tocqueville Asset Management first reported a position in Simon Property Group in Q4 2013 and has held it in 29 quarters since.
  • Tocqueville Asset Management's Simon Property Group position peaked at $5.47M in Q4 2024.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.