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 Q2	$19.5K	Sell	87 -1	-1%	-$206	﹤0.01%	134
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westend Capital Management's SPG Position: Q2 2026 in Review

Westend Capital Management reduced its Simon Property Group (SPG) stake by 1.1% in Q2 2026, selling an estimated $206 and leaving 87 shares worth $19.5K. 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 10 quarters since. The position peaked at $102K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Westend Capital Management held 87 shares of Simon Property Group worth $19.5K as of Q2 2026.
Westend Capital Management sold 1 Simon Property Group share in Q2 2026, an estimated $206.
Simon Property Group made up ﹤0.01% of Westend Capital Management's portfolio in Q2 2026, its #134 holding.
Westend Capital Management first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
Westend Capital Management's Simon Property Group position peaked at $102K in Q3 2025.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.