Yarbrough Capital’s Simon Property Group SPG Stock Holding History

Yarbrough 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 Q3	$4.32M	Hold	21,500	–	–	0.12%	53
2026 Q2	$4.81M	Hold	21,500	–	–	0.14%	52
2026 Q1	$4.01M	Hold	21,500	–	–	0.14%	56
2025 Q4	$3.98M	Hold	21,500	–	–	0.12%	61
2025 Q3	$4.03M	Hold	21,500	–	–	0.13%	67
2025 Q2	$3.46M	Hold	21,500	–	–	0.12%	65
2025 Q1	$3.57M	Hold	21,500	–	–	0.15%	58
2024 Q4	$3.7M	Hold	21,500	–	–	0.14%	58
2024 Q3	$3.63M	Hold	21,500	–	–	0.15%	60
2024 Q2	$3.26M	Hold	21,500	–	–	0.14%	58
2024 Q1	$3.36M	Hold	21,500	–	–	0.15%	61
2023 Q4	$3.07M	Hold	21,500	–	–	0.16%	64
2023 Q3	$2.32M	Hold	21,500	–	–	0.14%	66
2023 Q2	$2.48M	Hold	21,500	–	–	0.14%	67
2023 Q1	$2.41M	Hold	21,500	–	–	0.2%	68
2022 Q4	$2.53M	Hold	21,500	–	–	0.2%	63
2022 Q3	$1.93M	Hold	21,500	–	–	0.15%	66
2022 Q2	$2.04M	Hold	21,500	–	–	0.15%	64
2022 Q1	$2.83M	Buy	21,500 +6,500	+43%	+$926K	0.16%	66
2021 Q4	$2.4M	Buy	+15,000	New	+$2.29M	0.13%	76

Other funds holding SPG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Yarbrough Capital's SPG Position: Q3 2026 in Review

Yarbrough Capital held its Simon Property Group (SPG) position steady in Q3 2026 at 21,500 shares worth $4.32M. The position accounts for 0.12% of the portfolio, ranked #53.

Yarbrough Capital first reported a position in SPG in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.81M in Q2 2026. 794 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Yarbrough Capital held 21,500 shares of Simon Property Group worth $4.32M as of Q3 2026.
Yarbrough Capital left its Simon Property Group share count unchanged in Q3 2026.
Simon Property Group made up 0.12% of Yarbrough Capital's portfolio in Q3 2026, its #53 holding.
Yarbrough Capital first reported a position in Simon Property Group in Q4 2021 and has held it in 20 quarters since.
Yarbrough Capital's Simon Property Group position peaked at $4.81M in Q2 2026.
794 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Yarbrough Capital's 13F filing for Q3 2026, filed 19 Oct 2026.