Lincluden Management’s Simon Property Group SPG Stock Holding History

Lincluden 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	$1.46M	Sell	6,537 -3,280	-33%	-$675K	0.14%	65
2026 Q1	$1.83M	Sell	9,817 -702	-7%	-$134K	0.2%	65
2025 Q4	$1.95M	Hold	10,519	–	–	0.17%	66
2025 Q3	$1.97M	Hold	10,519	–	–	0.22%	65
2025 Q2	$1.69M	Sell	10,519 -43	-0.4%	-$6.79K	0.19%	71
2025 Q1	$1.75M	Hold	10,562	–	–	0.22%	68
2024 Q4	$1.82M	Sell	10,562 -569	-5%	-$99.9K	0.22%	68
2024 Q3	$1.88M	Sell	11,131 -248	-2%	-$39.3K	0.21%	68
2024 Q2	$1.73M	Sell	11,379 -4,933	-30%	-$727K	0.21%	69
2024 Q1	$2.55M	Sell	16,312 -600	-4%	-$88K	0.3%	61
2023 Q4	$2.41M	Hold	16,912	–	–	0.29%	62
2023 Q3	$1.83M	Hold	16,912	–	–	0.22%	66
2023 Q2	$1.95M	Sell	16,912 -12,814	-43%	-$1.4M	0.23%	65
2023 Q1	$3.33M	Hold	29,726	–	–	0.38%	51
2022 Q4	$3.49M	Sell	29,726 -953	-3%	-$106K	0.41%	41
2022 Q3	$2.75M	Sell	30,679 -9,676	-24%	-$990K	0.35%	44
2022 Q2	$3.83M	Buy	40,355 +7,164	+22%	+$821K	0.42%	40
2022 Q1	$4.37M	Buy	33,191 +10,542	+47%	+$1.5M	0.39%	42
2021 Q4	$3.62M	Sell	22,649 -12,913	-36%	-$1.97M	0.33%	50
2021 Q3	$4.62M	Hold	35,562	–	–	0.46%	42
2021 Q2	$4.64M	Hold	35,562	–	–	0.45%	42
2021 Q1	$4.05M	Buy	35,562 +19,862	+127%	+$2.07M	0.39%	43
2020 Q4	$1.34M	Buy	15,700 +3,600	+30%	+$275K	0.14%	71
2020 Q3	$783K	Buy	+12,100	New	+$793K	0.08%	70
2020 Q1	–	Sell	-10,495	Closed	-$1.56M	–	74
2019 Q4	$1.56M	Sell	10,495 -3,800	-27%	-$570K	0.14%	65
2019 Q3	$2.23M	Hold	14,295	–	–	0.21%	61
2019 Q2	$2.28M	Buy	14,295 +1,635	+13%	+$282K	0.15%	61
2019 Q1	$2.31M	Sell	12,660 -5,575	-31%	-$991K	0.22%	58
2018 Q4	$3.06M	Sell	18,235 -7,645	-30%	-$1.37M	0.24%	45
2018 Q3	$4.57M	Sell	25,880 -525	-2%	-$92.9K	0.38%	41
2018 Q2	$4.49M	Hold	26,405	–	–	0.33%	47
2018 Q1	$4.08M	Buy	26,405 +4,285	+19%	+$682K	0.33%	47
2017 Q4	$3.8M	Hold	22,120	–	–	0.26%	48
2017 Q3	$3.56M	Hold	22,120	–	–	0.28%	51
2017 Q2	$3.58M	Sell	22,120 -14,420	-39%	-$2.35M	0.31%	51
2017 Q1	$6.29M	Buy	36,540 +2,945	+9%	+$526K	0.57%	37
2016 Q4	$5.97M	Buy	33,595 +10,265	+44%	+$1.91M	0.65%	38
2016 Q3	$4.83M	Hold	23,330	–	–	0.71%	43
2016 Q2	$5.06M	Hold	23,330	–	–	0.84%	40
2016 Q1	$4.84M	Sell	23,330 -1,080	-4%	-$207K	0.82%	39
2015 Q4	$4.75M	Buy	24,410 +3,980	+19%	+$771K	0.96%	37
2015 Q3	$3.75M	Buy	+20,430	New	+$3.75M	0.73%	40

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

Lincluden Management's SPG Position: Q2 2026 in Review

Lincluden Management reduced its Simon Property Group (SPG) stake by 33% in Q2 2026, selling an estimated $675K and leaving 6,537 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #65.

Lincluden Management first reported a position in SPG in Q3 2015 and has held it in 42 quarters since. The position peaked at $6.29M in Q1 2017. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Lincluden Management held 6,537 shares of Simon Property Group worth $1.46M as of Q2 2026.
Lincluden Management sold 3,280 Simon Property Group shares in Q2 2026, an estimated $675K.
Simon Property Group made up 0.14% of Lincluden Management's portfolio in Q2 2026, its #65 holding.
Lincluden Management first reported a position in Simon Property Group in Q3 2015 and has held it in 42 quarters since.
Lincluden Management's Simon Property Group position peaked at $6.29M in Q1 2017.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.