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

LDR 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 Q3	$3.83M	Buy	19,060 +1,354	+8%	+$295K	4.73%	7
2026 Q2	$3.96M	Buy	17,706 +7,845	+80%	+$1.61M	4.57%	7
2026 Q1	$1.84M	Hold	9,861	–	–	2.47%	14
2025 Q4	$1.83M	Buy	9,861 +5,442	+123%	+$989K	2.53%	14
2025 Q3	$829K	Buy	+4,419	New	+$763K	1.22%	25

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

LDR Capital Management's SPG Position: Q3 2026 in Review

LDR Capital Management increased its Simon Property Group (SPG) stake by 7.6% in Q3 2026, buying an estimated $295K and bringing the position to 19,060 shares worth $3.83M. The position accounts for 4.73% of the portfolio, ranked #7.

LDR Capital Management first reported a position in SPG in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.96M in Q2 2026. 119 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

LDR Capital Management held 19,060 shares of Simon Property Group worth $3.83M as of Q3 2026.
LDR Capital Management bought 1,354 Simon Property Group shares in Q3 2026, an estimated $295K.
Simon Property Group made up 4.73% of LDR Capital Management's portfolio in Q3 2026, its #7 holding.
LDR Capital Management first reported a position in Simon Property Group in Q3 2025 and has held it in 5 quarters since.
LDR Capital Management's Simon Property Group position peaked at $3.96M in Q2 2026.
119 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on LDR Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.