Capital World Investors’s Simon Property Group SPG Stock Holding History

Capital World Investors’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	$1.69B	Buy	9,050,315 +439,911	+5%	+$83.9M	0.23%	101
2025 Q4	$1.59B	Buy	8,610,404 +226,271	+3%	+$41.1M	0.22%	107
2025 Q3	$1.57B	Buy	8,384,133 +2,600,508	+45%	+$449M	0.21%	110
2025 Q2	$930M	Buy	5,783,625 +165,650	+3%	+$26.2M	0.14%	146
2025 Q1	$933M	Buy	5,617,975 +4,922,445	+708%	+$860M	0.15%	136
2024 Q4	$120M	Buy	+695,530	New	+$122M	0.02%	323
2022 Q3	–	Sell	-1,000,012	Closed	-$94.9M	–	565
2022 Q2	$94.9M	Hold	1,000,012	–	–	0.02%	335
2022 Q1	$132M	Sell	1,000,012 -4	-0%	-$570	0.02%	336
2021 Q4	$160M	Hold	1,000,016	–	–	0.03%	333
2021 Q3	$130M	Hold	1,000,016	–	–	0.02%	346
2021 Q2	$130M	Sell	1,000,016 -875,733	-47%	-$109M	0.02%	354
2021 Q1	$213M	Sell	1,875,749 -3,740,759	-67%	-$390M	0.04%	289
2020 Q4	$479M	Sell	5,616,508 -1,543,219	-22%	-$118M	0.09%	205
2020 Q3	$463M	Sell	7,159,727 -6,055,371	-46%	-$397M	0.1%	197
2020 Q2	$904M	Sell	13,215,098 -12,522,118	-49%	-$785M	0.22%	114
2020 Q1	$1.41B	Buy	25,737,216 +6,025,630	+31%	+$721M	0.41%	61
2019 Q4	$2.94B	Sell	19,711,586 -693,454	-3%	-$104M	0.66%	38
2019 Q3	$3.18B	Sell	20,405,040 -2,239,126	-10%	-$348M	0.76%	31
2019 Q2	$3.62B	Buy	22,644,166 +2,126,479	+10%	+$366M	0.85%	25
2019 Q1	$3.74B	Buy	20,517,687 +999,978	+5%	+$178M	0.91%	26
2018 Q4	$3.28B	Buy	19,517,709 +461,999	+2%	+$82.6M	0.89%	28
2018 Q3	$3.37B	Sell	19,055,710 -1,484,503	-7%	-$263M	0.82%	31
2018 Q2	$3.5B	Sell	20,540,213 -126,789	-0.6%	-$20.2M	0.75%	34
2018 Q1	$3.19B	Sell	20,667,002 -1,776,698	-8%	-$283M	0.72%	34
2017 Q4	$3.85B	Buy	22,443,700 +1,198,700	+6%	+$195M	0.84%	29
2017 Q3	$3.42B	Buy	21,245,000 +457,000	+2%	+$73M	0.77%	33
2017 Q2	$3.36B	Buy	20,788,000 +4,210,000	+25%	+$685M	0.79%	32
2017 Q1	$2.85B	Buy	16,578,000 +16,107,900	+3,426%	+$2.88B	0.68%	39
2016 Q4	$83.5M	Hold	470,100	–	–	0.02%	290
2016 Q3	$97.3M	Sell	470,100 -80,697	-15%	-$17.5M	0.03%	283
2016 Q2	$119M	Hold	550,797	–	–	0.03%	264
2016 Q1	$114M	Buy	550,797 +100,797	+22%	+$19.4M	0.03%	263
2015 Q4	$87.5M	Hold	450,000	–	–	0.02%	297
2015 Q3	$82.7M	Hold	450,000	–	–	0.02%	303
2015 Q2	$77.9M	Hold	450,000	–	–	0.02%	325
2015 Q1	$88M	Sell	450,000 -54,000	-11%	-$10.5M	0.02%	315
2014 Q4	$91.8M	Hold	504,000	–	–	0.02%	305
2014 Q3	$82.9M	Buy	504,000 +229,000	+83%	+$38.6M	0.02%	324
2014 Q2	$45.7M	Buy	+275,000	New	+$44.9M	0.01%	368
2013 Q3	–	Sell	-1,993,125	Closed	-$296M	–	485
2013 Q2	$296M	Buy	+1,993,125	New	+$320M	0.1%	197

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors's SPG Position: Q1 2026 in Review

Capital World Investors increased its Simon Property Group (SPG) stake by 5.1% in Q1 2026, buying an estimated $83.9M and bringing the position to 9,050,315 shares worth $1.69B. The position accounts for 0.23% of the portfolio, ranked #101.

Capital World Investors first reported a position in SPG in Q2 2013 and has held it in 40 quarters since. The position peaked at $3.85B in Q4 2017. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Capital World Investors held 9,050,315 shares of Simon Property Group worth $1.69B as of Q1 2026.
Capital World Investors bought 439,911 Simon Property Group shares in Q1 2026, an estimated $83.9M.
Simon Property Group made up 0.23% of Capital World Investors's portfolio in Q1 2026, its #101 holding.
Capital World Investors first reported a position in Simon Property Group in Q2 2013 and has held it in 40 quarters since.
Capital World Investors's Simon Property Group position peaked at $3.85B in Q4 2017.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.