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

Virtue 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 		$224K Buy
+1,001
New +$206K 0.03% 327
2022
Q1 		– Sell
-1,417
Closed -$226K – 425
2021
Q4 		$226K Buy
+1,417
New +$216K 0.03% 381

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 $3.38T AUM 44.17% 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

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

Virtue Capital Management opened a new position in Simon Property Group (SPG) in Q2 2026: 1,001 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #327 among its holdings. This is a return to the name: Virtue Capital Management previously reported a position in SPG as recently as Q4 2021.

Virtue Capital Management first reported a position in SPG in Q4 2021 and has held it in 2 quarters since. The position peaked at $226K in Q4 2021. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Virtue Capital Management held 1,001 shares of Simon Property Group worth $224K as of Q2 2026.
  • Simon Property Group was a new Virtue Capital Management position in Q2 2026.
  • Simon Property Group made up 0.03% of Virtue Capital Management's portfolio in Q2 2026, its #327 holding.
  • Virtue Capital Management first reported a position in Simon Property Group in Q4 2021 and has held it in 2 quarters since.
  • Virtue Capital Management's Simon Property Group position peaked at $226K in Q4 2021.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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