LCM
SPG icon

Lazari Capital Management’s Simon Property Group SPG Stock Holding History

Lazari Capital 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 		$590K Buy
2,638
+1
+0% +$206 0.18% 90
2026
Q1 		$492K Buy
2,637
+1
+0% +$191 0.17% 93
2025
Q4 		$488K Sell
2,636
-109
-4% -$19.8K 0.16% 90
2025
Q3 		$515K Buy
2,745
+1
+0% +$173 0.17% 83
2025
Q2 		$441K Sell
2,744
-20
-0.7% -$3.16K 0.17% 86
2025
Q1 		$459K Sell
2,764
-198
-7% -$34.6K 0.19% 82
2024
Q4 		$510K Buy
2,962
+80
+3% +$14K 0.2% 77
2024
Q3 		$487K Sell
2,882
-94
-3% -$14.9K 0.21% 79
2024
Q2 		$452K Sell
2,976
-177
-6% -$26.1K 0.2% 79
2024
Q1 		$493K Sell
3,153
-101
-3% -$14.8K 0.27% 63
2023
Q4 		$464K Sell
3,254
-15
-0.5% -$1.81K 0.27% 66
2023
Q3 		$353K Buy
3,269
+1
+0% +$117 0.21% 71
2023
Q2 		$377K Buy
+3,268
New +$356K 0.21% 68

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazari Capital Management's SPG Position: Q2 2026 in Review

Lazari Capital Management increased its Simon Property Group (SPG) stake by 0.04% in Q2 2026, buying an estimated $206 and bringing the position to 2,638 shares worth $590K. The position accounts for 0.18% of the portfolio, ranked #90.

Lazari Capital Management first reported a position in SPG in Q2 2023 and has held it in 13 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Lazari Capital Management held 2,638 shares of Simon Property Group worth $590K as of Q2 2026.
  • Lazari Capital Management bought 1 Simon Property Group share in Q2 2026, an estimated $206.
  • Simon Property Group made up 0.18% of Lazari Capital Management's portfolio in Q2 2026, its #90 holding.
  • Lazari Capital Management first reported a position in Simon Property Group in Q2 2023 and has held it in 13 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.