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Westerkirk Capital’s Simon Property Group SPG Stock Holding History

Westerkirk 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
Q1 		$2M Sell
10,700
-500
-4% -$95.4K 0.21% 83
2025
Q4 		$2.07M Buy
11,200
+3,300
+42% +$600K 0.2% 81
2025
Q3 		$1.48M Hold
7,900
– – 0.17% 109
2025
Q2 		$1.27M Buy
+7,900
New +$1.25M 0.16% 122

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westerkirk Capital's SPG Position: Q1 2026 in Review

Westerkirk Capital reduced its Simon Property Group (SPG) stake by 4.5% in Q1 2026, selling an estimated $95.4K and leaving 10,700 shares worth $2M. The position accounts for 0.21% of the portfolio, ranked #83.

Westerkirk Capital first reported a position in SPG in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.07M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Westerkirk Capital held 10,700 shares of Simon Property Group worth $2M as of Q1 2026.
  • Westerkirk Capital sold 500 Simon Property Group shares in Q1 2026, an estimated $95.4K.
  • Simon Property Group made up 0.21% of Westerkirk Capital's portfolio in Q1 2026, its #83 holding.
  • Westerkirk Capital first reported a position in Simon Property Group in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Simon Property Group position peaked at $2.07M in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.