Fox Run Management’s Simon Property Group SPG Stock Holding History

Fox Run 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
2026 Q2	$951K	Buy	+4,252	New	+$875K	0.16%	208
2026 Q1	–	Sell	-8,695	Closed	-$1.61M	–	1216
2025 Q4	$1.61M	Buy	+8,695	New	+$1.58M	0.25%	59
2025 Q3	–	Sell	-6,453	Closed	-$1.04M	–	1217
2025 Q2	$1.04M	Buy	+6,453	New	+$1.02M	0.17%	175
2023 Q4	–	Sell	-4,319	Closed	-$467K	–	1007
2023 Q3	$467K	Buy	+4,319	New	+$506K	0.14%	290
2022 Q3	–	Sell	-10,541	Closed	-$1M	–	812
2022 Q2	$1M	Buy	10,541 +7,451	+241%	+$854K	0.5%	10
2022 Q1	$407K	Buy	+3,090	New	+$440K	0.23%	156
2021 Q4	–	Sell	-2,476	Closed	-$322K	–	687
2021 Q3	$322K	Sell	2,476 -1,124	-31%	-$146K	0.2%	200
2021 Q2	$470K	Buy	+3,600	New	+$447K	0.43%	58
2019 Q1	–	Sell	-2,978	Closed	-$500K	–	674
2018 Q4	$500K	Buy	+2,978	New	+$532K	0.26%	110

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

Fox Run Management's SPG Position: Q2 2026 in Review

Fox Run Management opened a new position in Simon Property Group (SPG) in Q2 2026: 4,252 shares worth $951K. The stake represents 0.16% of the portfolio and ranks #208 among its holdings. This is a return to the name: Fox Run Management previously reported a position in SPG as recently as Q4 2025.

Fox Run Management first reported a position in SPG in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.61M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Fox Run Management held 4,252 shares of Simon Property Group worth $951K as of Q2 2026.
Simon Property Group was a new Fox Run Management position in Q2 2026.
Simon Property Group made up 0.16% of Fox Run Management's portfolio in Q2 2026, its #208 holding.
Fox Run Management first reported a position in Simon Property Group in Q4 2018 and has held it in 9 quarters since.
Fox Run Management's Simon Property Group position peaked at $1.61M in Q4 2025.
1,358 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.