Convergence Investment Partners’s Simon Property Group SPG Stock Holding History

Convergence Investment Partners’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 Q2	$2.13M	Sell	9,541 -171	-2%	-$35.2K	0.2%	158
2026 Q1	$1.81M	Buy	9,712 +1,128	+13%	+$215K	0.3%	120
2025 Q4	$1.59M	Sell	8,584 -387	-4%	-$70.3K	0.32%	100
2025 Q3	$1.68M	Buy	8,971 +1,347	+18%	+$233K	0.38%	85
2025 Q2	$1.23M	Sell	7,624 -3,922	-34%	-$620K	0.31%	117
2025 Q1	$1.92M	Sell	11,546 -823	-7%	-$144K	0.53%	50
2024 Q4	$2.13M	Buy	12,369 +610	+5%	+$107K	0.48%	63
2024 Q3	$1.99M	Buy	11,759 +355	+3%	+$56.2K	0.54%	53
2024 Q2	$1.73M	Buy	11,404 +1,522	+15%	+$224K	0.51%	55
2024 Q1	$1.55M	Buy	9,882 +1,533	+18%	+$225K	0.59%	47
2023 Q4	$1.19M	Sell	8,349 -345	-4%	-$41.7K	0.62%	56
2023 Q3	$939K	Sell	8,694 -250	-3%	-$29.3K	0.56%	67
2023 Q2	$1.03M	Sell	8,944 -1,040	-10%	-$113K	0.59%	61
2023 Q1	$1.12M	Buy	+9,984	New	+$1.19M	0.66%	57
2022 Q2	–	Sell	-11,787	Closed	-$1.55M	–	251
2022 Q1	$1.55M	Buy	11,787 +9,611	+442%	+$1.37M	0.8%	43
2021 Q4	$348K	Buy	2,176 +583	+37%	+$89K	0.18%	129
2021 Q3	$207K	Sell	1,593 -1,039	-39%	-$135K	0.11%	185
2021 Q2	$343K	Buy	+2,632	New	+$327K	0.15%	149
2020 Q1	–	Sell	-6,008	Closed	-$895K	–	260
2019 Q4	$895K	Buy	+6,008	New	+$901K	0.25%	144
2018 Q2	–	Sell	-555	Closed	-$86K	–	813
2018 Q1	$86K	Buy	+555	New	+$88.3K	0.01%	366

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Convergence Investment Partners's SPG Position: Q2 2026 in Review

Convergence Investment Partners reduced its Simon Property Group (SPG) stake by 1.8% in Q2 2026, selling an estimated $35.2K and leaving 9,541 shares worth $2.13M. The position accounts for 0.2% of the portfolio, ranked #158.

Convergence Investment Partners first reported a position in SPG in Q1 2018 and has held it in 20 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Convergence Investment Partners held 9,541 shares of Simon Property Group worth $2.13M as of Q2 2026.
Convergence Investment Partners sold 171 Simon Property Group shares in Q2 2026, an estimated $35.2K.
Simon Property Group made up 0.2% of Convergence Investment Partners's portfolio in Q2 2026, its #158 holding.
Convergence Investment Partners first reported a position in Simon Property Group in Q1 2018 and has held it in 20 quarters since.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.