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Vicus Capital’s Simon Property Group SPG Stock Holding History

Vicus 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 		$310K Sell
1,387
-3
-0.2% -$617 0.02% 223
2026
Q1 		$259K Buy
1,390
+5
+0.4% +$954 0.02% 231
2025
Q4 		$256K Hold
1,385
– – 0.02% 233
2025
Q3 		$260K Sell
1,385
-85
-6% -$14.7K 0.02% 244
2025
Q2 		$236K Buy
1,470
+4
+0.3% +$632 0.02% 248
2025
Q1 		$244K Sell
1,466
-56
-4% -$9.79K 0.02% 213
2024
Q4 		$262K Sell
1,522
-18
-1% -$3.16K 0.02% 194
2024
Q3 		$260K Sell
1,540
-946
-38% -$150K 0.02% 192
2024
Q2 		$377K Buy
2,486
+425
+21% +$62.6K 0.03% 192
2024
Q1 		$323K Buy
2,061
+217
+12% +$31.8K 0.03% 200
2023
Q4 		$263K Buy
+1,844
New +$223K 0.03% 175
2023
Q3 		– Sell
-1,845
Closed -$213K – 262
2023
Q2 		$213K Sell
1,845
-43
-2% -$4.68K 0.02% 205
2023
Q1 		$211K Buy
1,888
+12
+0.6% +$1.43K 0.02% 196
2022
Q4 		$220K Buy
+1,876
New +$208K 0.03% 185
2022
Q2 		– Sell
-1,958
Closed -$258K – 246
2022
Q1 		$258K Buy
1,958
+117
+6% +$16.7K 0.03% 198
2021
Q4 		$273K Sell
1,841
-445
-19% -$67.9K 0.03% 192
2021
Q3 		$297K Sell
2,286
-214
-9% -$27.9K 0.05% 117
2021
Q2 		$326K Buy
2,500
+279
+13% +$34.7K 0.05% 123
2021
Q1 		$253K Sell
2,221
-160
-7% -$16.7K 0.03% 199
2020
Q4 		$203K Buy
+2,381
New +$182K 0.03% 222

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

Vicus Capital's SPG Position: Q2 2026 in Review

Vicus Capital reduced its Simon Property Group (SPG) stake by 0.22% in Q2 2026, selling an estimated $617 and leaving 1,387 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #223.

Vicus Capital first reported a position in SPG in Q4 2020 and has held it in 20 quarters since. The position peaked at $377K in Q2 2024. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Vicus Capital held 1,387 shares of Simon Property Group worth $310K as of Q2 2026.
  • Vicus Capital sold 3 Simon Property Group shares in Q2 2026, an estimated $617.
  • Simon Property Group made up 0.02% of Vicus Capital's portfolio in Q2 2026, its #223 holding.
  • Vicus Capital first reported a position in Simon Property Group in Q4 2020 and has held it in 20 quarters since.
  • Vicus Capital's Simon Property Group position peaked at $377K in Q2 2024.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.