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

Westend 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 Q1	$16.4K	Sell	88 -431	-83%	-$82.2K	﹤0.01%	134
2025 Q4	$96.1K	Sell	519 -22	-4%	-$4K	0.03%	74
2025 Q3	$102K	Hold	541	–	–	0.03%	59
2025 Q2	$87K	Hold	541	–	–	0.03%	66
2025 Q1	$89.9K	Hold	541	–	–	0.03%	63
2024 Q4	$93.2K	Hold	541	–	–	0.03%	58
2024 Q3	$91.5K	Hold	541	–	–	0.03%	62
2024 Q2	$79.3K	Buy	541 +1	+0.2%	+$147	0.03%	57
2024 Q1	$84.5K	Buy	+540	New	+$79.2K	0.03%	60

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westend Capital Management's SPG Position: Q1 2026 in Review

Westend Capital Management reduced its Simon Property Group (SPG) stake by 83% in Q1 2026, selling an estimated $82.2K and leaving 88 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

Westend Capital Management first reported a position in SPG in Q1 2024 and has held it in 9 quarters since. The position peaked at $102K in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Westend Capital Management held 88 shares of Simon Property Group worth $16.4K as of Q1 2026.
Westend Capital Management sold 431 Simon Property Group shares in Q1 2026, an estimated $82.2K.
Simon Property Group made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #134 holding.
Westend Capital Management first reported a position in Simon Property Group in Q1 2024 and has held it in 9 quarters since.
Westend Capital Management's Simon Property Group position peaked at $102K in Q3 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.