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 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 $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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fox Run Management's SPG Position: Q1 2026 in Review

Fox Run Management sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 8,695 shares — an estimated $1.61M sold.

Fox Run Management first reported a position in SPG in Q4 2018 and held it in 8 quarters. The position peaked at $1.61M in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Fox Run Management reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
Fox Run Management sold 8,695 Simon Property Group shares in Q1 2026, an estimated $1.61M.
Fox Run Management first reported a position in Simon Property Group in Q4 2018 and held it in 8 quarters.
Fox Run Management's Simon Property Group position peaked at $1.61M in Q4 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Fox Run Management's 13F filing for Q1 2026, filed 12 May 2026.