WSFS
SPG icon

Wilmington Savings Fund Society’s Simon Property Group SPG Stock Holding History

Wilmington Savings Fund Society’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 		$484K Sell
2,162
-71
-3% -$14.6K 0.01% 425
2026
Q1 		$417K Hold
2,233
– – 0.01% 450
2025
Q4 		$413K Sell
2,233
-50
-2% -$9.08K 0.01% 453
2025
Q3 		$428K Sell
2,283
-2,414
-51% -$417K 0.01% 436
2025
Q2 		$755K Sell
4,697
-1,691
-26% -$267K 0.01% 486
2025
Q1 		$1.06M Sell
6,388
-439
-6% -$76.7K 0.02% 414
2024
Q4 		$1.18M Buy
6,827
+1,895
+38% +$333K 0.02% 400
2024
Q3 		$834K Buy
+4,932
New +$781K 0.02% 456
2017
Q1 		– Sell
-1,136
Closed -$202K – 346
2016
Q4 		$202K Buy
1,136
+50
+5% +$9.28K 0.01% 312
2016
Q3 		$225K Hold
1,086
– – 0.01% 308
2016
Q2 		$236K Hold
1,086
– – 0.02% 297
2016
Q1 		$226K Hold
1,086
– – 0.01% 314
2015
Q4 		$211K Buy
+1,086
New +$210K 0.01% 326
2015
Q3 		– Sell
-1,311
Closed -$227K – 366
2015
Q2 		$227K Buy
1,311
+158
+14% +$29K 0.01% 326
2015
Q1 		$226K Hold
1,153
– – 0.01% 320
2014
Q4 		$210K Buy
+1,153
New +$205K 0.01% 337
2014
Q3 		– Sell
-1,253
Closed -$208K – 385
2014
Q2 		$208K Sell
1,253
-79
-6% -$12.9K 0.01% 366
2014
Q1 		$205K Buy
+1,332
New +$198K 0.01% 370

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

Wilmington Savings Fund Society's SPG Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Simon Property Group (SPG) stake by 3.2% in Q2 2026, selling an estimated $14.6K and leaving 2,162 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #425.

Wilmington Savings Fund Society first reported a position in SPG in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.18M in Q4 2024. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Wilmington Savings Fund Society held 2,162 shares of Simon Property Group worth $484K as of Q2 2026.
  • Wilmington Savings Fund Society sold 71 Simon Property Group shares in Q2 2026, an estimated $14.6K.
  • Simon Property Group made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #425 holding.
  • Wilmington Savings Fund Society first reported a position in Simon Property Group in Q1 2014 and has held it in 18 quarters since.
  • Wilmington Savings Fund Society's Simon Property Group position peaked at $1.18M in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.