LGF
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LGT Group Foundation’s Simon Property Group SPG Stock Holding History

LGT Group Foundation’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 		$20M Buy
89,562
+5,437
+6% +$1.12M 0.23% 76
2026
Q1 		$15.7M Buy
84,125
+12,496
+17% +$2.38M 0.19% 79
2025
Q4 		$13.4M Buy
71,629
+166
+0.2% +$30.2K 0.15% 94
2025
Q3 		$13.3M Buy
71,463
+875
+1% +$151K 0.15% 87
2025
Q2 		$11.3M Sell
70,588
-1,702
-2% -$269K 0.14% 94
2025
Q1 		$12M Buy
72,290
+1,882
+3% +$329K 0.17% 88
2024
Q4 		$12.1M Sell
70,408
-10
-0% -$1.75K 0.19% 87
2024
Q3 		$11.9M Buy
70,418
+196
+0.3% +$31K 0.19% 85
2024
Q2 		$10.7M Sell
70,222
-5,105
-7% -$752K 0.17% 86
2024
Q1 		$11.8M Sell
75,327
-36,173
-32% -$5.3M 0.28% 76
2023
Q4 		$16.1M Sell
111,500
-2,875
-3% -$348K 0.36% 68
2023
Q3 		$12M Buy
114,375
+919
+0.8% +$108K 0.3% 80
2023
Q2 		$13.1M Buy
113,456
+1,021
+0.9% +$111K 0.32% 76
2023
Q1 		$12.6M Buy
112,435
+780
+0.7% +$93.1K 0.36% 73
2022
Q4 		$13.1M Buy
111,655
+25,826
+30% +$2.87M 0.41% 66
2022
Q3 		$7.7M Sell
85,829
-43,257
-34% -$4.42M 0.3% 82
2022
Q2 		$12.3M Buy
129,086
+5,575
+5% +$639K 0.37% 65
2022
Q1 		$16.4M Buy
123,511
+29,645
+32% +$4.22M 0.38% 61
2021
Q4 		$15M Buy
+93,866
New +$14.3M 0.39% 63

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LGT Group Foundation's SPG Position: Q2 2026 in Review

LGT Group Foundation increased its Simon Property Group (SPG) stake by 6.5% in Q2 2026, buying an estimated $1.12M and bringing the position to 89,562 shares worth $20M. The position accounts for 0.23% of the portfolio, ranked #76.

LGT Group Foundation first reported a position in SPG in Q4 2021 and has held it in 19 quarters since. 841 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • LGT Group Foundation held 89,562 shares of Simon Property Group worth $20M as of Q2 2026.
  • LGT Group Foundation bought 5,437 Simon Property Group shares in Q2 2026, an estimated $1.12M.
  • Simon Property Group made up 0.23% of LGT Group Foundation's portfolio in Q2 2026, its #76 holding.
  • LGT Group Foundation first reported a position in Simon Property Group in Q4 2021 and has held it in 19 quarters since.
  • 841 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.