White Pine Capital’s Simon Property Group SPG Stock Holding History

White Pine 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	$1.06M	Buy	5,689 +1,632	+40%	+$311K	0.3%	105
2025 Q4	$751K	Buy	4,057 +103	+3%	+$18.7K	0.21%	127
2025 Q3	$742K	Buy	3,954 +455	+13%	+$78.5K	0.21%	129
2025 Q2	$562K	Buy	3,499 +270	+8%	+$42.7K	0.18%	149
2025 Q1	$536K	Buy	3,229 +80	+3%	+$14K	0.19%	137
2024 Q4	$542K	Buy	3,149 +150	+5%	+$26.3K	0.18%	140
2024 Q3	$507K	Sell	2,999 -205	-6%	-$32.5K	0.17%	143
2024 Q2	$486K	Buy	3,204 +833	+35%	+$123K	0.18%	142
2024 Q1	$333K	Buy	2,371 +346	+17%	+$50.7K	0.13%	173
2023 Q4	$289K	Sell	2,025 -80	-4%	-$9.67K	0.11%	182
2023 Q3	$227K	Buy	+2,105	New	+$247K	0.09%	192

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

White Pine Capital's SPG Position: Q1 2026 in Review

White Pine Capital increased its Simon Property Group (SPG) stake by 40% in Q1 2026, buying an estimated $311K and bringing the position to 5,689 shares worth $1.06M. The position accounts for 0.3% of the portfolio, ranked #105.

White Pine Capital first reported a position in SPG in Q3 2023 and has held it in 11 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

White Pine Capital held 5,689 shares of Simon Property Group worth $1.06M as of Q1 2026.
White Pine Capital bought 1,632 Simon Property Group shares in Q1 2026, an estimated $311K.
Simon Property Group made up 0.3% of White Pine Capital's portfolio in Q1 2026, its #105 holding.
White Pine Capital first reported a position in Simon Property Group in Q3 2023 and has held it in 11 quarters since.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on White Pine Capital's 13F filing for Q1 2026, filed 11 May 2026.