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	$6.72M	Sell	36,000 -57,700	-62%	-$11M	0.01%	1231
2025 Q4	$17.3M	Buy	93,700 +22,200	+31%	+$4.03M	0.02%	787
2025 Q3	$13.4M	Buy	71,500 +20,300	+40%	+$3.5M	0.02%	907
2025 Q2	$8.23M	Sell	51,200 -1,500	-3%	-$237K	0.01%	1051
2025 Q1	$8.75M	Sell	52,700 -3,900	-7%	-$682K	0.01%	992
2024 Q4	$9.75M	Buy	56,600 +200	+0.4%	+$35.1K	0.01%	973
2024 Q3	$9.53M	Sell	56,400 -6,100	-10%	-$966K	0.02%	979
2024 Q2	$9.49M	Sell	62,500 -8,500	-12%	-$1.25M	0.02%	909
2024 Q1	$11.1M	Hold	71,000	–	–	0.02%	872
2023 Q4	$10.1M	Buy	+71,000	New	+$8.58M	0.02%	859
2018 Q4	–	Sell	-52,500	Closed	-$9.44M	–	1737
2018 Q3	$9.44M	Buy	+52,500	New	+$9.29M	0.04%	507

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.