Balyasny Asset Management’s Simon Property Group SPG Stock Holding History

Balyasny Asset Management’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	$1.75M	Sell	9,400 -20,900	-69%	-$3.99M	﹤0.01%	1844
2025 Q4	$5.61M	Sell	30,300 -49,700	-62%	-$9.03M	0.01%	1335
2025 Q3	$15M	Buy	80,000 +30,000	+60%	+$5.18M	0.02%	852
2025 Q2	$8.04M	Hold	50,000	–	–	0.01%	1065
2025 Q1	$8.3M	Hold	50,000	–	–	0.01%	1020
2024 Q4	$8.61M	Sell	50,000 -21,400	-30%	-$3.76M	0.01%	1028
2024 Q3	$12.1M	Hold	71,400	–	–	0.02%	856
2024 Q2	$10.8M	Sell	71,400 -52,200	-42%	-$7.69M	0.02%	848
2024 Q1	$19.3M	Sell	123,600 -22,500	-15%	-$3.3M	0.03%	633
2023 Q4	$20.8M	Buy	+146,100	New	+$17.7M	0.04%	578
2021 Q1	–	Sell	-17,000	Closed	-$1.45M	–	2053
2020 Q4	$1.45M	Sell	17,000 -153,000	-90%	-$11.7M	0.01%	936
2020 Q3	$11M	Buy	170,000 +132,000	+347%	+$8.65M	0.08%	357
2020 Q2	$2.6M	Sell	38,000 -2,000	-5%	-$125K	0.02%	665
2020 Q1	$2.19M	Buy	+40,000	New	+$4.78M	0.03%	605

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

Balyasny Asset Management's SPG Position: Q1 2026 in Review

Balyasny Asset Management increased its Simon Property Group (SPG) stake by 44% in Q1 2026, buying an estimated $406K and bringing the position to 7,015 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Balyasny Asset Management first reported a position in SPG in Q2 2013 and has held it in 31 quarters since. The position peaked at $50.8M in Q3 2021. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Balyasny Asset Management held 7,015 shares of Simon Property Group worth $1.31M as of Q1 2026.
Balyasny Asset Management bought 2,129 Simon Property Group shares in Q1 2026, an estimated $406K.
Simon Property Group made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1965 holding.
Balyasny Asset Management first reported a position in Simon Property Group in Q2 2013 and has held it in 31 quarters since.
Balyasny Asset Management's Simon Property Group position peaked at $50.8M in Q3 2021.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.