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Analyst IMS Investment Management Services’s Simon Property Group SPG Stock Holding History

Analyst IMS Investment Management Services’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 		$43M Sell
192,360
-50,524
-21% -$10.4M 1% 14
2026
Q1 		$45.3M Buy
242,884
+67
+0% +$12.8K 1.37% 9
2025
Q4 		$44.9M Sell
242,817
-27
-0% -$4.91K 1.31% 12
2025
Q3 		$45.6M Buy
242,844
+799
+0.3% +$138K 1.42% 9
2025
Q2 		$38.9M Buy
242,045
+96,738
+67% +$15.3M 1.33% 9
2025
Q1 		$24.1M Buy
145,307
+1,393
+1% +$243K 0.94% 11
2024
Q4 		$24.8M Sell
143,914
-1,092
-0.8% -$192K 0.91% 12
2024
Q3 		$24.5M Sell
145,006
-450
-0.3% -$71.2K 0.94% 11
2024
Q2 		$22.1M Buy
145,456
+216
+0.1% +$31.8K 0.91% 10
2024
Q1 		$22.7M Buy
145,240
+27,391
+23% +$4.02M 0.99% 8
2023
Q4 		$16.8M Buy
117,849
+50,660
+75% +$6.12M 0.87% 10
2023
Q3 		$7.31M Hold
67,189
– – 0.46% 20
2023
Q2 		$7.71M Buy
67,189
+31
+0% +$3.38K 0.52% 17
2023
Q1 		$7.22M Sell
67,158
-6,500
-9% -$776K 0.55% 17
2022
Q4 		$8.64M Hold
73,658
– – 0.74% 15
2022
Q3 		$6.57M Sell
73,658
-34,102
-32% -$3.49M 0.64% 18
2022
Q2 		$10.2M Buy
107,760
+42,348
+65% +$4.85M 0.98% 15
2022
Q1 		$8.61M Hold
65,412
– – 0.76% 18
2021
Q4 		$10.5M Sell
65,412
-2,375
-4% -$363K 0.99% 16
2021
Q3 		$8.81M Sell
67,787
-2,560
-4% -$333K 1.08% 15
2021
Q2 		$9.18M Hold
70,347
– – 1.1% 16
2021
Q1 		$8M Sell
70,347
-410
-0.6% -$42.8K 1.07% 15
2020
Q4 		$6.03M Sell
70,757
-227
-0.3% -$17.3K 1.01% 18
2020
Q3 		$4.59M Sell
70,984
-78
-0.1% -$5.11K 0.94% 14
2020
Q2 		$4.86M Buy
71,062
+21,111
+42% +$1.32M 1.13% 13
2020
Q1 		$2.74M Buy
+49,951
New +$5.97M 0.88% 18

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Analyst IMS Investment Management Services's SPG Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its Simon Property Group (SPG) stake by 21% in Q2 2026, selling an estimated $10.4M and leaving 192,360 shares worth $43M. The position accounts for 1% of the portfolio, ranked #14.

Analyst IMS Investment Management Services first reported a position in SPG in Q1 2020 and has held it in 26 quarters since. The position peaked at $45.6M in Q3 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Analyst IMS Investment Management Services held 192,360 shares of Simon Property Group worth $43M as of Q2 2026.
  • Analyst IMS Investment Management Services sold 50,524 Simon Property Group shares in Q2 2026, an estimated $10.4M.
  • Simon Property Group made up 1% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #14 holding.
  • Analyst IMS Investment Management Services first reported a position in Simon Property Group in Q1 2020 and has held it in 26 quarters since.
  • Analyst IMS Investment Management Services's Simon Property Group position peaked at $45.6M in Q3 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.