Dmitry Balyasny’s Simon Property Group SPG Stock Holding History

Dmitry Balyasny’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	$1.39M	Sell	6,200 -3,200	-34%	-$658K	﹤0.01%	2022
2026 Q1	$1.75M	Sell	9,400 -20,900	-69%	-$3.99M	﹤0.01%	1844
2025 Q4	$5.61M	Sell	30,300 -49,700	-62%	-$9.03M	0.01%	1335
2025 Q3	$15M	Buy	80,000 +30,000	+60%	+$5.18M	0.02%	852
2025 Q2	$8.04M	Hold	50,000	–	–	0.01%	1065
2025 Q1	$8.3M	Hold	50,000	–	–	0.01%	1020
2024 Q4	$8.61M	Sell	50,000 -21,400	-30%	-$3.76M	0.01%	1028
2024 Q3	$12.1M	Hold	71,400	–	–	0.02%	856
2024 Q2	$10.8M	Sell	71,400 -52,200	-42%	-$7.69M	0.02%	848
2024 Q1	$19.3M	Sell	123,600 -22,500	-15%	-$3.3M	0.03%	633
2023 Q4	$20.8M	Buy	+146,100	New	+$17.7M	0.04%	578
2021 Q1	–	Sell	-17,000	Closed	-$1.45M	–	2053
2020 Q4	$1.45M	Sell	17,000 -153,000	-90%	-$11.7M	0.01%	936
2020 Q3	$11M	Buy	170,000 +132,000	+347%	+$8.65M	0.08%	357
2020 Q2	$2.6M	Sell	38,000 -2,000	-5%	-$125K	0.02%	665
2020 Q1	$2.19M	Buy	+40,000	New	+$4.78M	0.03%	605

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

Dmitry Balyasny's SPG Position: Q2 2026 in Review

Dmitry Balyasny increased its Simon Property Group (SPG) stake by 4.9% in Q2 2026, buying an estimated $70.2K and bringing the position to 7,356 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Dmitry Balyasny first reported a position in SPG in Q2 2013 and has held it in 32 quarters since. The position peaked at $50.8M in Q3 2021. 1,352 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Dmitry Balyasny held 7,356 shares of Simon Property Group worth $1.65M as of Q2 2026.
Dmitry Balyasny bought 341 Simon Property Group shares in Q2 2026, an estimated $70.2K.
Simon Property Group made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1923 holding.
Dmitry Balyasny first reported a position in Simon Property Group in Q2 2013 and has held it in 32 quarters since.
Dmitry Balyasny's Simon Property Group position peaked at $50.8M in Q3 2021.
1,352 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.