Woodward Diversified Capital’s Simon Property Group SPG Stock Holding History

Woodward Diversified 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	$226K	Hold	1,012	–	–	0.1%	163
2026 Q1	$209K	Buy	+1,012	New	+$193K	0.1%	167
2023 Q4	–	Sell	-2,047	Closed	-$221K	–	171
2023 Q3	$221K	Hold	2,047	–	–	0.16%	135
2023 Q2	$236K	Hold	2,047	–	–	0.18%	120
2023 Q1	$229K	Hold	2,047	–	–	0.18%	121
2022 Q4	$241K	Buy	+2,047	New	+$228K	0.19%	118

Other funds holding SPG

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Woodward Diversified Capital's SPG Position: Q2 2026 in Review

Woodward Diversified Capital held its Simon Property Group (SPG) position steady in Q2 2026 at 1,012 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #163.

Woodward Diversified Capital first reported a position in SPG in Q4 2022 and has held it in 6 quarters since. The position peaked at $241K in Q4 2022. 558 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Woodward Diversified Capital held 1,012 shares of Simon Property Group worth $226K as of Q2 2026.
Woodward Diversified Capital left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.1% of Woodward Diversified Capital's portfolio in Q2 2026, its #163 holding.
Woodward Diversified Capital first reported a position in Simon Property Group in Q4 2022 and has held it in 6 quarters since.
Woodward Diversified Capital's Simon Property Group position peaked at $241K in Q4 2022.
558 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.