William Allan Corp’s Simon Property Group SPG Stock Holding History

William Allan Corp’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	$605K	Buy	2,707 +5	+0.2%	+$1.03K	0.3%	50
2026 Q1	$504K	Sell	2,702 -52	-2%	-$9.92K	0.3%	48
2025 Q4	$510K	Buy	2,754 +10	+0.4%	+$1.82K	0.29%	47
2025 Q3	$515K	Buy	2,744 +76	+3%	+$13.1K	0.29%	47
2025 Q2	$429K	Buy	2,668 +175	+7%	+$27.6K	0.25%	45
2025 Q1	$414K	Buy	2,493 +430	+21%	+$75.2K	0.26%	46
2024 Q4	$355K	Buy	2,063 +135	+7%	+$23.7K	0.22%	50
2024 Q3	$326K	Buy	1,928 +243	+14%	+$38.5K	0.2%	50
2024 Q2	$256K	Buy	1,685 +175	+12%	+$25.8K	0.17%	50
2024 Q1	$236K	Hold	1,510	–	–	0.16%	48
2023 Q4	$215K	Buy	+1,510	New	+$183K	0.15%	47

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

William Allan Corp's SPG Position: Q2 2026 in Review

William Allan Corp increased its Simon Property Group (SPG) stake by 0.19% in Q2 2026, buying an estimated $1.03K and bringing the position to 2,707 shares worth $605K. The position accounts for 0.3% of the portfolio, ranked #50.

William Allan Corp first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 447 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

William Allan Corp held 2,707 shares of Simon Property Group worth $605K as of Q2 2026.
William Allan Corp bought 5 Simon Property Group shares in Q2 2026, an estimated $1.03K.
Simon Property Group made up 0.3% of William Allan Corp's portfolio in Q2 2026, its #50 holding.
William Allan Corp first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
447 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on William Allan Corp's 13F filing for Q2 2026, filed 28 Jul 2026.