LMR Partners’s Simon Property Group SPG Stock Holding History

LMR Partners’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	–	Sell	-10,000	Closed	-$1.87M	–	1761
2026 Q1	$1.87M	Buy	+10,000	New	+$1.91M	﹤0.01%	867
2025 Q1	–	Sell	-7,200	Closed	-$1.24M	–	1617
2024 Q4	$1.24M	Sell	7,200 -22,500	-76%	-$3.95M	0.01%	697
2024 Q3	$5.02M	Buy	29,700 +7,200	+32%	+$1.14M	0.04%	366
2024 Q2	$3.42M	Hold	22,500	–	–	0.03%	416
2024 Q1	$3.52M	Hold	22,500	–	–	0.04%	416
2023 Q4	$3.21M	Buy	+22,500	New	+$2.72M	0.04%	401

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

LMR Partners's SPG Position: Q2 2026 in Review

LMR Partners reduced its Simon Property Group (SPG) stake by 85% in Q2 2026, selling an estimated $2.57M and leaving 2,237 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

LMR Partners first reported a position in SPG in Q2 2014 and has held it in 22 quarters since. The position peaked at $3.31M in Q2 2014. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

LMR Partners held 2,237 shares of Simon Property Group worth $500K as of Q2 2026.
LMR Partners sold 12,485 Simon Property Group shares in Q2 2026, an estimated $2.57M.
Simon Property Group made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1182 holding.
LMR Partners first reported a position in Simon Property Group in Q2 2014 and has held it in 22 quarters since.
LMR Partners's Simon Property Group position peaked at $3.31M in Q2 2014.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.