VAM
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Vert Asset Management’s Simon Property Group SPG Stock Holding History

Vert 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 		$29M Buy
129,706
+2,915
+2% +$600K 7.94% 2
2026
Q1 		$23.7M Buy
126,791
+6,032
+5% +$1.15M 7.51% 3
2025
Q4 		$22.4M Sell
120,759
-8,058
-6% -$1.46M 7.44% 2
2025
Q3 		$24.2M Buy
128,817
+5,580
+5% +$963K 8.13% 2
2025
Q2 		$19.8M Sell
123,237
-185
-0.1% -$29.2K 7.21% 4
2025
Q1 		$20.5M Sell
123,422
-1,976
-2% -$345K 7.05% 3
2024
Q4 		$21.6M Buy
125,398
+3,783
+3% +$664K 7.39% 4
2024
Q3 		$20.6M Buy
121,615
+688
+0.6% +$109K 7.09% 6
2024
Q2 		$18.4M Sell
120,927
-11,848
-9% -$1.75M 7.32% 3
2024
Q1 		$20.8M Buy
132,775
+189
+0.1% +$27.7K 8.74% 1
2023
Q4 		$18.9M Buy
132,586
+4,924
+4% +$595K 8.16% 1
2023
Q3 		$13.8M Buy
127,662
+4,565
+4% +$535K 6.99% 3
2023
Q2 		$14.2M Buy
123,097
+8,426
+7% +$918K 7.28% 3
2023
Q1 		$12.8M Buy
114,671
+41,597
+57% +$4.97M 7.56% 2
2022
Q4 		$8.58M Buy
73,074
+1,506
+2% +$167K 7.64% 1
2022
Q3 		$6.42M Buy
71,568
+7,400
+12% +$757K 6.09% 5
2022
Q2 		$6.09M Buy
64,168
+4,226
+7% +$484K 5.64% 6
2022
Q1 		$7.89M Buy
59,942
+6,871
+13% +$979K 6.35% 4
2021
Q4 		$8.48M Buy
+53,071
New +$8.1M 6.98% 2

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

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

Vert Asset Management increased its Simon Property Group (SPG) stake by 2.3% in Q2 2026, buying an estimated $600K and bringing the position to 129,706 shares worth $29M. The position accounts for 7.94% of the portfolio, ranked #2.

Vert Asset Management first reported a position in SPG in Q4 2021 and has held it in 19 quarters since. 192 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Vert Asset Management held 129,706 shares of Simon Property Group worth $29M as of Q2 2026.
  • Vert Asset Management bought 2,915 Simon Property Group shares in Q2 2026, an estimated $600K.
  • Simon Property Group made up 7.94% of Vert Asset Management's portfolio in Q2 2026, its #2 holding.
  • Vert Asset Management first reported a position in Simon Property Group in Q4 2021 and has held it in 19 quarters since.
  • 192 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.