Horizon Investments’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.19M | Sell |
22,466
-6,001
| -21% | -$1.14M | 0.05% | 319 |
|
|
2025
Q4 | $5.27M | Buy |
28,467
+19,968
| +235% | +$3.63M | 0.07% | 240 |
|
|
2025
Q3 | $1.6M | Buy |
8,499
+488
| +6% | +$84.2K | 0.02% | 521 |
|
|
2025
Q2 | $1.29M | Buy |
8,011
+3,569
| +80% | +$564K | 0.02% | 505 |
|
|
2025
Q1 | $738K | Buy |
4,442
+222
| +5% | +$38.8K | 0.02% | 317 |
|
|
2024
Q4 | $727K | Buy |
4,220
+26
| +0.6% | +$4.56K | 0.02% | 309 |
|
|
2024
Q3 | $709K | Sell |
4,194
-594
| -12% | -$94K | 0.02% | 306 |
|
|
2024
Q2 | $727K | Buy |
4,788
+6
| +0.1% | +$884 | 0.02% | 303 |
|
|
2024
Q1 | $748K | Buy |
4,782
+73
| +2% | +$10.7K | 0.02% | 291 |
|
|
2023
Q4 | $672K | Buy |
4,709
+188
| +4% | +$22.7K | 0.02% | 287 |
|
|
2023
Q3 | $488K | Buy |
4,521
+175
| +4% | +$20.5K | 0.01% | 310 |
|
|
2023
Q2 | $502K | Sell |
4,346
-348
| -7% | -$37.9K | 0.01% | 294 |
|
|
2023
Q1 | $526K | Sell |
4,694
-757
| -14% | -$90.4K | 0.02% | 278 |
|
|
2022
Q4 | $640K | Buy |
5,451
+2,177
| +66% | +$242K | 0.02% | 315 |
|
|
2022
Q3 | $294K | Buy |
3,274
+485
| +17% | +$49.6K | 0.01% | 410 |
|
|
2022
Q2 | $265K | Sell |
2,789
-222
| -7% | -$25.4K | 0.01% | 395 |
|
|
2022
Q1 | $396K | Buy |
3,011
+367
| +14% | +$52.3K | 0.01% | 396 |
|
|
2021
Q4 | $422K | Sell |
2,644
-2,595
| -50% | -$396K | 0.01% | 359 |
|
|
2021
Q3 | $681K | Sell |
5,239
-662
| -11% | -$86.2K | 0.02% | 269 |
|
|
2021
Q2 | $762K | Sell |
5,901
-1,690
| -22% | -$210K | 0.02% | 249 |
|
|
2021
Q1 | $864K | Buy |
+7,591
| New | +$792K | 0.03% | 223 |
|
|
2020
Q3 | – | Sell |
-3,938
| Closed | -$264K | – | 450 |
|
|
2020
Q2 | $264K | Sell |
3,938
-14,078
| -78% | -$883K | 0.01% | 395 |
|
|
2020
Q1 | $988K | Sell |
18,016
-10,920
| -38% | -$1.31M | 0.05% | 129 |
|
|
2019
Q4 | $4.31M | Buy |
28,936
+27,356
| +1,731% | +$4.1M | 0.19% | 76 |
|
|
2019
Q3 | $243K | Buy |
1,580
+47
| +3% | +$7.31K | 0.01% | 318 |
|
|
2019
Q2 | $245K | Sell |
1,533
-8,452
| -85% | -$1.46M | 0.01% | 473 |
|
|
2019
Q1 | $1.8M | Buy |
+9,985
| New | +$1.77M | 0.06% | 135 |
|
|
2018
Q4 | – | Sell |
-1,389
| Closed | -$246K | – | 298 |
|
|
2018
Q3 | $246K | Buy |
1,389
+68
| +5% | +$12K | 0.01% | 239 |
|
|
2018
Q2 | $225K | Buy |
+1,321
| New | +$210K | 0.01% | 227 |
|
|
2017
Q1 | – | Sell |
-2,635
| Closed | -$468K | – | 196 |
|
|
2016
Q4 | $468K | Buy |
+2,635
| New | +$489K | 0.03% | 127 |
|
Other funds holding SPG
VPM
VCM
Horizon Investments's SPG Position: Q1 2026 in Review
Horizon Investments reduced its Simon Property Group (SPG) stake by 21% in Q1 2026, selling an estimated $1.14M and leaving 22,466 shares worth $4.19M. The position accounts for 0.05% of the portfolio, ranked #319.
Horizon Investments first reported a position in SPG in Q4 2016 and has held it in 30 quarters since. The position peaked at $5.27M in Q4 2025. 1,304 funds tracked by Wall St. Rank hold SPG as of Q1 2026.
- Horizon Investments held 22,466 shares of Simon Property Group worth $4.19M as of Q1 2026.
- Horizon Investments sold 6,001 Simon Property Group shares in Q1 2026, an estimated $1.14M.
- Simon Property Group made up 0.05% of Horizon Investments's portfolio in Q1 2026, its #319 holding.
- Horizon Investments first reported a position in Simon Property Group in Q4 2016 and has held it in 30 quarters since.
- Horizon Investments's Simon Property Group position peaked at $5.27M in Q4 2025.
- 1,304 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.