Wright Investors Service’s Simon Property Group SPG Stock Holding History

Wright Investors Service’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	$579K	Sell	2,588 -1,862	-42%	-$383K	0.16%	114
2026 Q1	$830K	Buy	+4,450	New	+$849K	0.26%	92
2024 Q1	–	Sell	-3,180	Closed	-$454K	–	161
2023 Q4	$454K	Sell	3,180 -4,626	-59%	-$559K	0.13%	124
2023 Q3	$843K	Sell	7,806 -2,554	-25%	-$299K	0.24%	97
2023 Q2	$1.2M	Sell	10,360 -9,110	-47%	-$992K	0.34%	90
2023 Q1	$2.18M	Sell	19,470 -2,239	-10%	-$267K	0.62%	55
2022 Q4	$2.55M	Buy	21,709 +29	+0.1%	+$3.22K	0.73%	50
2022 Q3	$1.95M	Buy	21,680 +4,969	+30%	+$508K	0.61%	60
2022 Q2	$1.59M	Buy	+16,711	New	+$1.92M	0.45%	71

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wright Investors Service's SPG Position: Q2 2026 in Review

Wright Investors Service reduced its Simon Property Group (SPG) stake by 42% in Q2 2026, selling an estimated $383K and leaving 2,588 shares worth $579K. The position accounts for 0.16% of the portfolio, ranked #114.

Wright Investors Service first reported a position in SPG in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.55M in Q4 2022. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Wright Investors Service held 2,588 shares of Simon Property Group worth $579K as of Q2 2026.
Wright Investors Service sold 1,862 Simon Property Group shares in Q2 2026, an estimated $383K.
Simon Property Group made up 0.16% of Wright Investors Service's portfolio in Q2 2026, its #114 holding.
Wright Investors Service first reported a position in Simon Property Group in Q2 2022 and has held it in 9 quarters since.
Wright Investors Service's Simon Property Group position peaked at $2.55M in Q4 2022.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.