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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
Q2 		– Sell
-10,700
Closed -$2M – 229
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westerkirk Capital's SPG Position: Q2 2026 in Review

Westerkirk Capital sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 10,700 shares — an estimated $2M sold.

Westerkirk Capital first reported a position in SPG in Q2 2025 and held it in 4 quarters. The position peaked at $2.07M in Q4 2025. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Westerkirk Capital reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Westerkirk Capital sold 10,700 Simon Property Group shares in Q2 2026, an estimated $2M.
  • Westerkirk Capital first reported a position in Simon Property Group in Q2 2025 and held it in 4 quarters.
  • Westerkirk Capital's Simon Property Group position peaked at $2.07M in Q4 2025.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.