LBP AM’s Simon Property Group SPG Stock Holding History

LBP AM’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	$17.2M	Sell	92,186 -9,253	-9%	-$1.76M	0.24%	86
2025 Q4	$18.8M	Buy	101,439 +2,488	+3%	+$452K	0.22%	94
2025 Q3	$18.6M	Sell	98,951 -9,046	-8%	-$1.56M	0.23%	86
2025 Q2	$17.4M	Buy	107,997 +20,509	+23%	+$3.24M	0.24%	83
2025 Q1	$14.5M	Sell	87,488 -3,371	-4%	-$589K	0.22%	100
2024 Q4	$15.6M	Sell	90,859 -18,476	-17%	-$3.24M	0.21%	102
2024 Q3	$18.5M	Buy	109,335 +70,200	+179%	+$11.1M	0.28%	73
2024 Q2	$5.94M	Buy	39,135 +341	+0.9%	+$50.2K	0.24%	97
2024 Q1	$6.07M	Sell	38,794 -31,199	-45%	-$4.58M	0.24%	105
2023 Q4	$9.98M	Sell	69,993 -13,643	-16%	-$1.65M	0.22%	112
2023 Q3	$9.04M	Buy	83,636 +38,752	+86%	+$4.54M	0.2%	125
2023 Q2	$5.18M	Buy	+44,884	New	+$4.89M	0.12%	154

Other funds holding SPG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return