Wellington Shields & Co’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-6,224
| Closed | -$1.39M | – | 264 |
|
|
2026
Q2 | $1.39M | Sell |
6,224
-400
| -6% | -$82.3K | 0.31% | 76 |
|
|
2026
Q1 | $1.24M | Sell |
6,624
-1,195
| -15% | -$228K | 0.31% | 75 |
|
|
2025
Q4 | $1.45M | Buy |
7,819
+519
| +7% | +$94.3K | 0.36% | 63 |
|
|
2025
Q3 | $1.37M | Buy |
7,300
+600
| +9% | +$104K | 0.36% | 67 |
|
|
2025
Q2 | $1.08M | Buy |
6,700
+1,000
| +18% | +$158K | 0.3% | 78 |
|
|
2025
Q1 | $947K | Buy |
5,700
+200
| +4% | +$35K | 0.3% | 85 |
|
|
2024
Q4 | $947K | Sell |
5,500
-200
| -4% | -$35.1K | 0.29% | 88 |
|
|
2024
Q3 | $963K | Hold |
5,700
| – | – | 0.29% | 89 |
|
|
2024
Q2 | $865K | Hold |
5,700
| – | – | 0.28% | 88 |
|
|
2024
Q1 | $892K | Hold |
5,700
| – | – | 0.3% | 84 |
|
|
2023
Q4 | $813K | Buy |
5,700
+500
| +10% | +$60.4K | 0.3% | 83 |
|
|
2023
Q3 | $562K | Buy |
5,200
+2,000
| +63% | +$234K | 0.14% | 107 |
|
|
2023
Q2 | $370K | Sell |
3,200
-2,500
| -44% | -$272K | 0.09% | 142 |
|
|
2023
Q1 | $638K | Sell |
5,700
-420
| -7% | -$50.2K | 0.14% | 94 |
|
|
2022
Q4 | $719K | Hold |
6,120
| – | – | 0.16% | 86 |
|
|
2022
Q3 | $549K | Buy |
6,120
+100
| +2% | +$10.2K | 0.24% | 100 |
|
|
2022
Q2 | $571K | Sell |
6,020
-1,050
| -15% | -$120K | 0.14% | 99 |
|
|
2022
Q1 | $930K | Buy |
7,070
+300
| +4% | +$42.7K | 0.31% | 81 |
|
|
2021
Q4 | $1.08M | Buy |
6,770
+500
| +8% | +$76.3K | 0.22% | 71 |
|
|
2021
Q3 | $815K | Buy |
6,270
+200
| +3% | +$26K | 0.28% | 83 |
|
|
2021
Q2 | $792K | Buy |
6,070
+500
| +9% | +$62.1K | 0.26% | 86 |
|
|
2021
Q1 | $634K | Hold |
5,570
| – | – | 0.23% | 89 |
|
|
2020
Q4 | $475K | Buy |
5,570
+500
| +10% | +$38.2K | 0.17% | 101 |
|
|
2020
Q3 | $328K | Buy |
+5,070
| New | +$332K | 0.14% | 121 |
|
|
2020
Q1 | – | Sell |
-1,670
| Closed | -$249K | – | 175 |
|
|
2019
Q4 | $249K | Buy |
+1,670
| New | +$250K | 0.11% | 144 |
|
|
2019
Q3 | – | Sell |
-1,670
| Closed | -$267K | – | 189 |
|
|
2019
Q2 | $267K | Hold |
1,670
| – | – | 0.13% | 142 |
|
|
2019
Q1 | $304K | Hold |
1,670
| – | – | 0.15% | 127 |
|
|
2018
Q4 | $281K | Hold |
1,670
| – | – | 0.16% | 122 |
|
|
2018
Q3 | $295K | Hold |
1,670
| – | – | 0.16% | 109 |
|
|
2018
Q2 | $284K | Hold |
1,670
| – | – | 0.15% | 118 |
|
|
2018
Q1 | $258K | Hold |
1,670
| – | – | 0.14% | 122 |
|
|
2017
Q4 | $287K | Hold |
1,670
| – | – | 0.15% | 119 |
|
|
2017
Q3 | $269K | Hold |
1,670
| – | – | 0.09% | 113 |
|
|
2017
Q2 | $270K | Buy |
+1,670
| New | +$272K | 0.09% | 107 |
|
Other funds holding SPG
Wellington Shields & Co's SPG Position: Q3 2026 in Review
Wellington Shields & Co sold out of Simon Property Group (SPG) in Q3 2026, closing a stake of 6,224 shares — an estimated $1.39M sold.
Wellington Shields & Co first reported a position in SPG in Q2 2017 and held it in 34 quarters. The position peaked at $1.45M in Q4 2025. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.
- Wellington Shields & Co reported no remaining Simon Property Group position as of Q3 2026 after selling out during the quarter.
- Wellington Shields & Co sold 6,224 Simon Property Group shares in Q3 2026, an estimated $1.39M.
- Wellington Shields & Co first reported a position in Simon Property Group in Q2 2017 and held it in 34 quarters.
- Wellington Shields & Co's Simon Property Group position peaked at $1.45M in Q4 2025.
- 1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.
Based on Wellington Shields & Co's 13F filing for Q3 2026, filed 3 Nov 2026.