DLA
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Douglas Lane & Associates’s Simon Property Group SPG Stock Holding History

Douglas Lane & Associates’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 		$39.2M Sell
175,267
-14,164
-7% -$2.91M 0.53% 77
2026
Q1 		$35.3M Sell
189,431
-9,985
-5% -$1.9M 0.51% 78
2025
Q4 		$36.9M Sell
199,416
-6,618
-3% -$1.2M 0.51% 82
2025
Q3 		$38.7M Sell
206,034
-5,162
-2% -$891K 0.54% 76
2025
Q2 		$34M Sell
211,196
-22,978
-10% -$3.63M 0.49% 82
2025
Q1 		$38.9M Sell
234,174
-6,400
-3% -$1.12M 0.57% 71
2024
Q4 		$41.4M Sell
240,574
-5,869
-2% -$1.03M 0.58% 74
2024
Q3 		$41.7M Sell
246,443
-6,739
-3% -$1.07M 0.57% 73
2024
Q2 		$38.4M Sell
253,182
-2,357
-0.9% -$347K 0.55% 76
2024
Q1 		$40M Sell
255,539
-1,414
-0.6% -$207K 0.57% 71
2023
Q4 		$36.7M Buy
256,953
+2,541
+1% +$307K 0.56% 70
2023
Q3 		$27.5M Sell
254,412
-255
-0.1% -$29.9K 0.46% 78
2023
Q2 		$29.4M Buy
254,667
+2,488
+1% +$271K 0.47% 78
2023
Q1 		$28.2M Sell
252,179
-17
-0% -$2.03K 0.47% 76
2022
Q4 		$29.6M Buy
252,196
+4,450
+2% +$495K 0.5% 70
2022
Q3 		$22.2M Buy
247,746
+12,590
+5% +$1.29M 0.41% 88
2022
Q2 		$22.3M Buy
235,156
+4,603
+2% +$528K 0.38% 91
2022
Q1 		$30.3M Buy
230,553
+927
+0.4% +$132K 0.43% 86
2021
Q4 		$36.7M Buy
229,626
+3,348
+1% +$511K 0.49% 78
2021
Q3 		$29.4M Buy
226,278
+10,682
+5% +$1.39M 0.42% 85
2021
Q2 		$28.1M Buy
215,596
+12,076
+6% +$1.5M 0.39% 86
2021
Q1 		$23.2M Sell
203,520
-1,711
-0.8% -$178K 0.36% 85
2020
Q4 		$17.5M Buy
205,231
+6,203
+3% +$474K 0.29% 93
2020
Q3 		$12.9M Buy
199,028
+38,684
+24% +$2.54M 0.25% 94
2020
Q2 		$11M Buy
160,344
+22,501
+16% +$1.41M 0.24% 95
2020
Q1 		$7.56M Sell
137,843
-182,976
-57% -$21.9M 0.2% 98
2019
Q4 		$47.8M Buy
320,819
+40,412
+14% +$6.06M 0.89% 48
2019
Q3 		$43.6M Buy
280,407
+24,480
+10% +$3.81M 0.87% 48
2019
Q2 		$40.9M Buy
255,927
+13,784
+6% +$2.37M 0.8% 52
2019
Q1 		$44.1M Buy
242,143
+7,241
+3% +$1.29M 0.92% 50
2018
Q4 		$39.5M Sell
234,902
-1,934
-0.8% -$346K 0.93% 46
2018
Q3 		$41.9M Buy
236,836
+4,282
+2% +$757K 0.82% 55
2018
Q2 		$39.6M Buy
232,554
+24,871
+12% +$3.96M 0.84% 55
2018
Q1 		$32.1M Buy
207,683
+73,144
+54% +$11.6M 0.7% 63
2017
Q4 		$23.1M Buy
+134,539
New +$21.8M 0.49% 72

Other funds holding SPG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Douglas Lane & Associates's SPG Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Simon Property Group (SPG) stake by 7.5% in Q2 2026, selling an estimated $2.91M and leaving 175,267 shares worth $39.2M. The position accounts for 0.53% of the portfolio, ranked #77.

Douglas Lane & Associates first reported a position in SPG in Q4 2017 and has held it in 35 quarters since. The position peaked at $47.8M in Q4 2019. 520 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Douglas Lane & Associates held 175,267 shares of Simon Property Group worth $39.2M as of Q2 2026.
  • Douglas Lane & Associates sold 14,164 Simon Property Group shares in Q2 2026, an estimated $2.91M.
  • Simon Property Group made up 0.53% of Douglas Lane & Associates's portfolio in Q2 2026, its #77 holding.
  • Douglas Lane & Associates first reported a position in Simon Property Group in Q4 2017 and has held it in 35 quarters since.
  • Douglas Lane & Associates's Simon Property Group position peaked at $47.8M in Q4 2019.
  • 520 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.