Boothbay Fund Management’s Simon Property Group SPG Stock Holding History

Boothbay Fund 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
2023 Q1	–	Sell	-3,400	Closed	-$399K	–	2475
2022 Q4	$399K	Buy	+3,400	New	+$378K	0.01%	1261
2019 Q2	–	Sell	-23	Closed	-$419K	–	879
2019 Q1	$419K	Buy	+23	New	+$4.09K	0.04%	423
2018 Q4	–	Sell	-34	Closed	-$601K	–	871
2018 Q3	$601K	Hold	34	–	–	0.06%	310
2018 Q2	$579K	Buy	+34	New	+$5.41K	0.05%	314
2017 Q4	–	Sell	-20	Closed	-$322K	–	811
2017 Q3	$322K	Buy	+20	New	+$3.19K	0.05%	355

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

Boothbay Fund Management's SPG Position: Q1 2026 in Review

Boothbay Fund Management increased its Simon Property Group (SPG) stake by 70% in Q1 2026, buying an estimated $514K and bringing the position to 6,538 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #846.

Boothbay Fund Management first reported a position in SPG in Q2 2016 and has held it in 27 quarters since. The position peaked at $4.48M in Q1 2024. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Boothbay Fund Management held 6,538 shares of Simon Property Group worth $1.22M as of Q1 2026.
Boothbay Fund Management bought 2,694 Simon Property Group shares in Q1 2026, an estimated $514K.
Simon Property Group made up 0.02% of Boothbay Fund Management's portfolio in Q1 2026, its #846 holding.
Boothbay Fund Management first reported a position in Simon Property Group in Q2 2016 and has held it in 27 quarters since.
Boothbay Fund Management's Simon Property Group position peaked at $4.48M in Q1 2024.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

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