Vestor Capital’s Simon Property Group SPG Stock Holding History

Vestor Capital’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	$180K	Sell	187 -813	-81%	-$167K	0.01%	162
2026 Q1	$187K	Sell	1,000 -1,571	-61%	-$300K	0.01%	155
2025 Q4	$185K	Buy	2,571 +1,571	+157%	+$285K	0.01%	147
2025 Q3	$188K	Buy	1,000 +677	+210%	+$117K	0.01%	160
2025 Q2	$78K	Sell	323 -677	-68%	-$107K	0.01%	213
2025 Q1	$166K	Sell	1,000 -5	-0.5%	-$874	0.01%	150
2024 Q4	$173K	Buy	1,005 +5	+0.5%	+$878	0.01%	164
2024 Q3	$169K	Hold	1,000	–	–	0.01%	138
2024 Q2	$152K	Hold	1,000	–	–	0.01%	147
2024 Q1	$156K	Hold	1,000	–	–	0.01%	155
2023 Q4	$143K	Hold	1,000	–	–	0.01%	145
2023 Q3	$108K	Hold	1,000	–	–	0.01%	163
2023 Q2	$115K	Hold	1,000	–	–	0.01%	169
2023 Q1	$112K	Hold	1,000	–	–	0.01%	164
2022 Q4	$117K	Hold	1,000	–	–	0.01%	156
2022 Q3	$90K	Hold	1,000	–	–	0.01%	154
2022 Q2	$95K	Hold	1,000	–	–	0.01%	145
2022 Q1	$132K	Hold	1,000	–	–	0.01%	133
2021 Q4	$160K	Hold	1,000	–	–	0.02%	129
2021 Q3	$130K	Buy	+1,000	New	+$130K	0.01%	139
2019 Q2	–	Sell	-298	Closed	-$54K	–	150
2019 Q1	$54K	Buy	+298	New	+$53K	0.01%	126

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

Vestor Capital's SPG Position: Q2 2026 in Review

Vestor Capital reduced its Simon Property Group (SPG) stake by 81% in Q2 2026, selling an estimated $167K and leaving 187 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #162.

Vestor Capital first reported a position in SPG in Q1 2019 and has held it in 21 quarters since. The position peaked at $188K in Q3 2025. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Vestor Capital held 187 shares of Simon Property Group worth $180K as of Q2 2026.
Vestor Capital sold 813 Simon Property Group shares in Q2 2026, an estimated $167K.
Simon Property Group made up 0.01% of Vestor Capital's portfolio in Q2 2026, its #162 holding.
Vestor Capital first reported a position in Simon Property Group in Q1 2019 and has held it in 21 quarters since.
Vestor Capital's Simon Property Group position peaked at $188K in Q3 2025.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.