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B&I Capital’s Simon Property Group SPG Stock Holding History

B&I 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
Q2 		$2.11M Sell
9,445
-59,940
-86% -$12.3M 4.66% 6
2026
Q1 		$12.9M Hold
69,385
– – 4.4% 6
2025
Q4 		$12.8M Buy
69,385
+15,350
+28% +$2.79M 4.57% 5
2025
Q3 		$10.1M Sell
54,035
-3,710
-6% -$640K 3.51% 9
2025
Q2 		$9.28M Sell
57,745
-4,770
-8% -$754K 3.16% 9
2025
Q1 		$10.4M Sell
62,515
-28,185
-31% -$4.93M 3.38% 9
2024
Q4 		$15.6M Sell
90,700
-14,830
-14% -$2.6M 5.09% 5
2024
Q3 		$17.8M Sell
105,530
-3,100
-3% -$491K 5.17% 5
2024
Q2 		$16.5M Buy
108,630
+400
+0.4% +$58.9K 5.27% 6
2024
Q1 		$16.9M Sell
108,230
-10,750
-9% -$1.58M 5.37% 6
2023
Q4 		$17M Sell
118,980
-21,400
-15% -$2.59M 5.34% 6
2023
Q3 		$15.2M Sell
140,380
-15,400
-10% -$1.8M 5.49% 5
2023
Q2 		$18M Sell
155,780
-10,700
-6% -$1.17M 5.99% 5
2023
Q1 		$18.6M Buy
166,480
+6,850
+4% +$818K 6.18% 5
2022
Q4 		$18.8M Sell
159,630
-9,200
-5% -$1.02M 6.58% 5
2022
Q3 		$15.2M Buy
168,830
+13,450
+9% +$1.38M 5.98% 5
2022
Q2 		$14.7M Buy
155,380
+15,460
+11% +$1.77M 4.77% 8
2022
Q1 		$18.4M Buy
139,920
+60,220
+76% +$8.58M 4.82% 8
2021
Q4 		$12.7M Buy
+79,700
New +$12.2M 3.03% 9

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

B&I Capital's SPG Position: Q2 2026 in Review

B&I Capital reduced its Simon Property Group (SPG) stake by 86% in Q2 2026, selling an estimated $12.3M and leaving 9,445 shares worth $2.11M. The position accounts for 4.66% of the portfolio, ranked #6.

B&I Capital first reported a position in SPG in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.8M in Q4 2022. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • B&I Capital held 9,445 shares of Simon Property Group worth $2.11M as of Q2 2026.
  • B&I Capital sold 59,940 Simon Property Group shares in Q2 2026, an estimated $12.3M.
  • Simon Property Group made up 4.66% of B&I Capital's portfolio in Q2 2026, its #6 holding.
  • B&I Capital first reported a position in Simon Property Group in Q4 2021 and has held it in 19 quarters since.
  • B&I Capital's Simon Property Group position peaked at $18.8M in Q4 2022.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on B&I Capital's 13F filing for Q2 2026, filed 11 Aug 2026.