Welch Group’s Simon Property Group SPG Stock Holding History

Welch Group’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	$719K	Buy	3,215 +95	+3%	+$19.5K	0.02%	157
2026 Q1	$582K	Buy	3,120 +4	+0.1%	+$763	0.02%	164
2025 Q4	$577K	Buy	3,116 +140	+5%	+$25.4K	0.02%	162
2025 Q3	$558K	Buy	2,976 +4	+0.1%	+$691	0.02%	155
2025 Q2	$478K	Buy	2,972 +452	+18%	+$71.4K	0.02%	159
2025 Q1	$414K	Hold	2,520	–	–	0.02%	164
2024 Q4	$431K	Buy	2,520 +5	+0.2%	+$878	0.02%	165
2024 Q3	$425K	Hold	2,515	–	–	0.02%	162
2024 Q2	$382K	Buy	2,515 +2	+0.1%	+$295	0.02%	163
2024 Q1	$393K	Buy	2,513 +4	+0.2%	+$587	0.02%	146
2023 Q4	$358K	Buy	2,509 +6	+0.2%	+$725	0.02%	159
2023 Q3	$270K	Buy	2,503 +1	+0%	+$117	0.02%	167
2023 Q2	$289K	Hold	2,502	–	–	0.02%	160
2023 Q1	$280K	Buy	2,502 +5	+0.2%	+$597	0.02%	163
2022 Q4	$293K	Buy	+2,497	New	+$278K	0.02%	165
2022 Q2	–	Sell	-1,809	Closed	-$238K	–	215
2022 Q1	$238K	Buy	+1,809	New	+$258K	0.01%	189

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Welch Group's SPG Position: Q2 2026 in Review

Welch Group increased its Simon Property Group (SPG) stake by 3% in Q2 2026, buying an estimated $19.5K and bringing the position to 3,215 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #157.

Welch Group first reported a position in SPG in Q1 2022 and has held it in 16 quarters since. 490 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Welch Group held 3,215 shares of Simon Property Group worth $719K as of Q2 2026.
Welch Group bought 95 Simon Property Group shares in Q2 2026, an estimated $19.5K.
Simon Property Group made up 0.02% of Welch Group's portfolio in Q2 2026, its #157 holding.
Welch Group first reported a position in Simon Property Group in Q1 2022 and has held it in 16 quarters since.
490 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.