Bluefin Capital Management’s Simon Property Group SPG Stock Holding History

Bluefin Capital 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
2021 Q4	–	Sell	-30,000	Closed	-$287K	–	1056
2021 Q3	$287K	Buy	+30,000	New	+$3.9M	0.03%	401
2021 Q1	–	Sell	-68,000	Closed	-$4K	–	951
2020 Q4	$4K	Buy	+68,000	New	+$5.19M	﹤0.01%	650
2019 Q4	–	Sell	-44,000	Closed	-$10K	–	728
2019 Q3	$10K	Sell	44,000 -30,000	-41%	-$4.67M	﹤0.01%	468
2019 Q2	$3K	Buy	+74,000	New	+$12.7M	﹤0.01%	317
2016 Q1	–	Sell	-86,300	Closed	-$876K	–	695
2015 Q4	$876K	Hold	86,300	–	–	0.07%	245
2015 Q3	$615K	Buy	+86,300	New	+$15.8M	0.04%	232
2015 Q2	–	Sell	-43,900	Closed	-$822K	–	515
2015 Q1	$822K	Sell	43,900 -35,700	-45%	-$6.92M	0.08%	206
2014 Q4	$1.01M	Sell	79,600 -700	-0.9%	-$124K	0.06%	255
2014 Q3	$11K	Buy	+80,300	New	+$13.5M	﹤0.01%	854

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

Bluefin Capital Management's SPG Position: Q1 2026 in Review

Bluefin Capital Management sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 2,600 shares — an estimated $481K sold.

Bluefin Capital Management first reported a position in SPG in Q3 2013 and held it in 19 quarters. The position peaked at $28.6M in Q3 2014. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Bluefin Capital Management reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
Bluefin Capital Management sold 2,600 Simon Property Group shares in Q1 2026, an estimated $481K.
Bluefin Capital Management first reported a position in Simon Property Group in Q3 2013 and held it in 19 quarters.
Bluefin Capital Management's Simon Property Group position peaked at $28.6M in Q3 2014.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

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