Lafayette Investments’s Simon Property Group SPG Stock Holding History

Lafayette Investments’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	–	Sell	-1,375	Closed	-$256K	–	165
2026 Q1	$256K	Sell	1,375 -350	-20%	-$66.7K	0.05%	136
2025 Q4	$319K	Sell	1,725 -300	-15%	-$54.5K	0.06%	128
2025 Q3	$380K	Hold	2,025	–	–	0.07%	116
2025 Q2	$326K	Hold	2,025	–	–	0.07%	122
2025 Q1	$336K	Hold	2,025	–	–	0.07%	117
2024 Q4	$349K	Sell	2,025 -100	-5%	-$17.6K	0.07%	107
2024 Q3	$359K	Hold	2,125	–	–	0.08%	105
2024 Q2	$323K	Hold	2,125	–	–	0.07%	105
2024 Q1	$333K	Hold	2,125	–	–	0.07%	107
2023 Q4	$303K	Sell	2,125 -300	-12%	-$36.3K	0.08%	107
2023 Q3	$262K	Hold	2,425	–	–	0.07%	103
2023 Q2	$280K	Hold	2,425	–	–	0.07%	102
2023 Q1	$272K	Sell	2,425 -1,175	-33%	-$140K	0.08%	100
2022 Q4	$423K	Hold	3,600	–	–	0.12%	86
2022 Q3	$323K	Hold	3,600	–	–	0.1%	90
2022 Q2	$342K	Buy	3,600 +850	+31%	+$97.4K	0.1%	88
2022 Q1	$362K	Hold	2,750	–	–	0.09%	95
2021 Q4	$439K	Hold	2,750	–	–	0.11%	89
2021 Q3	$357K	Hold	2,750	–	–	0.1%	90
2021 Q2	$359K	Buy	+2,750	New	+$342K	0.1%	89

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

Lafayette Investments's SPG Position: Q2 2026 in Review

Lafayette Investments sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 1,375 shares — an estimated $256K sold.

Lafayette Investments first reported a position in SPG in Q2 2021 and held it in 20 quarters. The position peaked at $439K in Q4 2021. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Lafayette Investments reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
Lafayette Investments sold 1,375 Simon Property Group shares in Q2 2026, an estimated $256K.
Lafayette Investments first reported a position in Simon Property Group in Q2 2021 and held it in 20 quarters.
Lafayette Investments's Simon Property Group position peaked at $439K in Q4 2021.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.