BIC
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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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return