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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
Q2 		$1.27M Sell
5,659
-30
-0.5% -$6.17K 0.3% 103
2026
Q1 		$1.06M Buy
5,689
+1,632
+40% +$311K 0.29% 106
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
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

White Pine Capital's SPG Position: Q2 2026 in Review

White Pine Capital reduced its Simon Property Group (SPG) stake by 0.53% in Q2 2026, selling an estimated $6.17K and leaving 5,659 shares worth $1.27M. The position accounts for 0.3% of the portfolio, ranked #103.

White Pine Capital first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • White Pine Capital held 5,659 shares of Simon Property Group worth $1.27M as of Q2 2026.
  • White Pine Capital sold 30 Simon Property Group shares in Q2 2026, an estimated $6.17K.
  • Simon Property Group made up 0.3% of White Pine Capital's portfolio in Q2 2026, its #103 holding.
  • White Pine Capital first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on White Pine Capital's 13F filing for Q2 2026, filed 5 Aug 2026.