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 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

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

Yarbrough Capital's SPG Position: Q1 2026 in Review

Yarbrough Capital held its Simon Property Group (SPG) position steady in Q1 2026 at 21,500 shares worth $4.01M. The position accounts for 0.14% of the portfolio, ranked #56.

Yarbrough Capital first reported a position in SPG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.03M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Yarbrough Capital held 21,500 shares of Simon Property Group worth $4.01M as of Q1 2026.
Yarbrough Capital left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up 0.14% of Yarbrough Capital's portfolio in Q1 2026, its #56 holding.
Yarbrough Capital first reported a position in Simon Property Group in Q4 2021 and has held it in 18 quarters since.
Yarbrough Capital's Simon Property Group position peaked at $4.03M in Q3 2025.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.