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Whitney & Co’s Simon Property Group SPG Stock Holding History

Whitney & Co’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 		$4.58M Sell
20,489
-360
-2% -$74.1K 0.33% 60
2026
Q1 		$3.89M Sell
20,849
-400
-2% -$76.3K 0.32% 61
2025
Q4 		$3.93M Buy
21,249
+3,600
+20% +$654K 0.31% 63
2025
Q3 		$3.31M Hold
17,649
– – 0.3% 61
2025
Q2 		$2.84M Sell
17,649
-647
-4% -$102K 0.28% 60
2025
Q1 		$3.04M Sell
18,296
-236
-1% -$41.3K 0.32% 60
2024
Q4 		$3.19M Sell
18,532
-849
-4% -$149K 0.34% 56
2024
Q3 		$3.28M Sell
19,381
-146
-0.7% -$23.1K 0.35% 55
2024
Q2 		$2.96M Sell
19,527
-774
-4% -$114K 0.34% 55
2024
Q1 		$3.18M Sell
20,301
-3,421
-14% -$502K 0.38% 55
2023
Q4 		$3.38M Sell
23,722
-74
-0.3% -$8.95K 0.44% 51
2023
Q3 		$2.57M Sell
23,796
-51,047
-68% -$5.98M 0.39% 52
2023
Q2 		$8.64M Sell
74,843
-705
-0.9% -$76.8K 1.24% 29
2023
Q1 		$8.46M Sell
75,548
-447
-0.6% -$53.4K 1.34% 29
2022
Q4 		$8.93M Sell
75,995
-93
-0.1% -$10.3K 1.64% 25
2022
Q3 		$6.83M Sell
76,088
-90
-0.1% -$9.21K 1.33% 31
2022
Q2 		$7.23M Buy
76,178
+190
+0.3% +$21.8K 1.32% 32
2022
Q1 		$10M Sell
75,988
-7,406
-9% -$1.06M 1.54% 22
2021
Q4 		$13.3M Sell
83,394
-1,157
-1% -$177K 1.96% 12
2021
Q3 		$11M Sell
84,551
-3,304
-4% -$430K 1.76% 15
2021
Q2 		$11.5M Buy
87,855
+2,223
+3% +$276K 1.83% 14
2021
Q1 		$9.74M Buy
85,632
+1,939
+2% +$202K 1.71% 15
2020
Q4 		$8.29M Sell
83,693
-1,594
-2% -$122K 1.34% 29
2020
Q3 		$5.52M Buy
85,287
+39,011
+84% +$2.56M 1.03% 40
2020
Q2 		$3.16M Buy
+46,276
New +$2.9M 0.65% 53

Other funds holding SPG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Whitney & Co's SPG Position: Q2 2026 in Review

Whitney & Co reduced its Simon Property Group (SPG) stake by 1.7% in Q2 2026, selling an estimated $74.1K and leaving 20,489 shares worth $4.58M. The position accounts for 0.33% of the portfolio, ranked #60.

Whitney & Co first reported a position in SPG in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.3M in Q4 2021. 558 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Whitney & Co held 20,489 shares of Simon Property Group worth $4.58M as of Q2 2026.
  • Whitney & Co sold 360 Simon Property Group shares in Q2 2026, an estimated $74.1K.
  • Simon Property Group made up 0.33% of Whitney & Co's portfolio in Q2 2026, its #60 holding.
  • Whitney & Co first reported a position in Simon Property Group in Q2 2020 and has held it in 25 quarters since.
  • Whitney & Co's Simon Property Group position peaked at $13.3M in Q4 2021.
  • 558 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.