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West Branch Capital’s Simon Property Group SPG Stock Holding History

West Branch 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 		$15.4K Hold
69
– – ﹤0.01% 210
2026
Q1 		$12.9K Hold
69
– – ﹤0.01% 213
2025
Q4 		$12.8K Hold
69
– – ﹤0.01% 235
2025
Q3 		$12.9K Hold
69
– – ﹤0.01% 243
2025
Q2 		$11.1K Buy
69
+66
+2,200% +$10.4K ﹤0.01% 260
2025
Q1 		$499 Hold
3
– – ﹤0.01% 441
2024
Q4 		$517 Hold
3
– – ﹤0.01% 433
2024
Q3 		$508 Buy
+3
New +$475 ﹤0.01% 418
2024
Q1 		– Sell
-305
Closed -$43.5K – 447
2023
Q4 		$43.5K Hold
305
– – 0.02% 164
2023
Q3 		$33K Hold
305
– – 0.02% 193
2023
Q2 		$35.2K Hold
305
– – 0.02% 193
2023
Q1 		$34.2K Buy
+305
New +$36.4K 0.02% 196

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

West Branch Capital's SPG Position: Q2 2026 in Review

West Branch Capital held its Simon Property Group (SPG) position steady in Q2 2026 at 69 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

West Branch Capital first reported a position in SPG in Q1 2023 and has held it in 12 quarters since. The position peaked at $43.5K in Q4 2023. 277 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • West Branch Capital held 69 shares of Simon Property Group worth $15.4K as of Q2 2026.
  • West Branch Capital left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #210 holding.
  • West Branch Capital first reported a position in Simon Property Group in Q1 2023 and has held it in 12 quarters since.
  • West Branch Capital's Simon Property Group position peaked at $43.5K in Q4 2023.
  • 277 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.