Triumph Capital Management’s Simon Property Group SPG Stock Holding History

Triumph Capital 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	$216K	Hold	1,077	–	–	0.04%	356
2026 Q2	$241K	Hold	1,077	–	–	0.04%	331
2026 Q1	$201K	Buy	1,077 +10	+0.9%	+$1.91K	0.04%	333
2025 Q4	$198K	Buy	+1,067	New	+$194K	0.04%	310
2023 Q3	–	Sell	-4,741	Closed	-$548K	–	249
2023 Q2	$548K	Buy	+4,741	New	+$516K	0.25%	87
2023 Q1	–	Sell	-3,910	Closed	-$459K	–	229
2022 Q4	$459K	Buy	+3,910	New	+$435K	0.25%	98

Other funds holding SPG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Triumph Capital Management's SPG Position: Q3 2026 in Review

Triumph Capital Management held its Simon Property Group (SPG) position steady in Q3 2026 at 1,077 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #356.

Triumph Capital Management first reported a position in SPG in Q4 2022 and has held it in 6 quarters since. The position peaked at $548K in Q2 2023. 726 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Triumph Capital Management held 1,077 shares of Simon Property Group worth $216K as of Q3 2026.
Triumph Capital Management left its Simon Property Group share count unchanged in Q3 2026.
Simon Property Group made up 0.04% of Triumph Capital Management's portfolio in Q3 2026, its #356 holding.
Triumph Capital Management first reported a position in Simon Property Group in Q4 2022 and has held it in 6 quarters since.
Triumph Capital Management's Simon Property Group position peaked at $548K in Q2 2023.
726 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.