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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triumph Capital Management's SPG Position: Q2 2026 in Review

Triumph Capital Management held its Simon Property Group (SPG) position steady in Q2 2026 at 1,077 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #331.

Triumph Capital Management first reported a position in SPG in Q4 2022 and has held it in 5 quarters since. The position peaked at $548K in Q2 2023. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Triumph Capital Management held 1,077 shares of Simon Property Group worth $241K as of Q2 2026.
Triumph Capital Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.04% of Triumph Capital Management's portfolio in Q2 2026, its #331 holding.
Triumph Capital Management first reported a position in Simon Property Group in Q4 2022 and has held it in 5 quarters since.
Triumph Capital Management's Simon Property Group position peaked at $548K in Q2 2023.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.