XY Capital’s Simon Property Group SPG Stock Holding History

XY 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 Q1	–	Sell	-1,200	Closed	-$222K	–	273
2025 Q4	$222K	Buy	+1,200	New	+$218K	0.14%	140
2025 Q1	–	Sell	-3,700	Closed	-$637K	–	245
2024 Q4	$637K	Buy	+3,700	New	+$649K	0.31%	80

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

XY Capital's SPG Position: Q1 2026 in Review

XY Capital sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 156 shares — an estimated $28.9K sold.

XY Capital first reported a position in SPG in Q4 2024 and held it in 2 quarters. The position peaked at $133K in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

XY Capital reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
XY Capital sold 156 Simon Property Group shares in Q1 2026, an estimated $28.9K.
XY Capital first reported a position in Simon Property Group in Q4 2024 and held it in 2 quarters.
XY Capital's Simon Property Group position peaked at $133K in Q4 2024.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on XY Capital's 13F filing for Q1 2026, filed 12 May 2026.