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Waterloo Capital’s Simon Property Group SPG Stock Holding History

Waterloo 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 		$6.91M Buy
30,885
+2,648
+9% +$545K 0.39% 61
2026
Q1 		$5.27M Buy
28,237
+5,414
+24% +$1.03M 0.37% 66
2025
Q4 		$4.22M Buy
22,823
+649
+3% +$118K 0.3% 80
2025
Q3 		$4.16M Buy
22,174
+930
+4% +$161K 0.31% 79
2025
Q2 		$3.42M Sell
21,244
-2,903
-12% -$459K 0.28% 89
2025
Q1 		$4.01M Buy
24,147
+2,158
+10% +$377K 0.37% 68
2024
Q4 		$3.79M Buy
21,989
+101
+0.5% +$17.7K 0.4% 64
2024
Q3 		$3.7M Buy
21,888
+163
+0.8% +$25.8K 0.4% 61
2024
Q2 		$3.3M Buy
21,725
+1,904
+10% +$280K 0.4% 67
2024
Q1 		$3.1M Buy
19,821
+3,084
+18% +$452K 0.4% 64
2023
Q4 		$2.39M Buy
+16,737
New +$2.02M 0.39% 63

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

Waterloo Capital's SPG Position: Q2 2026 in Review

Waterloo Capital increased its Simon Property Group (SPG) stake by 9.4% in Q2 2026, buying an estimated $545K and bringing the position to 30,885 shares worth $6.91M. The position accounts for 0.39% of the portfolio, ranked #61.

Waterloo Capital first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Waterloo Capital held 30,885 shares of Simon Property Group worth $6.91M as of Q2 2026.
  • Waterloo Capital bought 2,648 Simon Property Group shares in Q2 2026, an estimated $545K.
  • Simon Property Group made up 0.39% of Waterloo Capital's portfolio in Q2 2026, its #61 holding.
  • Waterloo Capital first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.