Lombard Odier Asset Management (Switzerland)’s Simon Property Group SPG Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$1.25M	Buy	+5,596	New	+$1.15M	0.04%	289
2024 Q2	–	Sell	-7,301	Closed	-$1.14M	–	331
2024 Q1	$1.14M	Buy	+7,301	New	+$1.07M	0.08%	211
2023 Q2	–	Sell	-3,080	Closed	-$345K	–	345
2023 Q1	$345K	Buy	3,080 +1,189	+63%	+$142K	0.03%	322
2022 Q4	$222K	Buy	+1,891	New	+$210K	0.02%	350
2021 Q3	–	Sell	-2,470	Closed	-$322K	–	440
2021 Q2	$322K	Buy	+2,470	New	+$307K	0.02%	413
2020 Q1	–	Sell	-2,647	Closed	-$394K	–	398
2019 Q4	$394K	Buy	2,647 +411	+18%	+$61.6K	0.04%	269
2019 Q3	$348K	Sell	2,236 -10,942	-83%	-$1.7M	0.04%	280
2019 Q2	$2.1M	Buy	13,178 +4,739	+56%	+$816K	0.21%	92
2019 Q1	$1.54M	Sell	8,439 -3,973	-32%	-$706K	0.16%	108
2018 Q4	$2.08M	Buy	12,412 +8,569	+223%	+$1.53M	0.24%	79
2018 Q3	$679K	Buy	3,843 +2,173	+130%	+$384K	0.07%	211
2018 Q2	$284K	Hold	1,670	–	–	0.03%	263
2018 Q1	$258K	Buy	+1,670	New	+$266K	0.03%	321
2015 Q3	–	Sell	-1,438	Closed	-$249K	–	387
2015 Q2	$249K	Hold	1,438	–	–	0.02%	401
2015 Q1	$282K	Buy	+1,438	New	+$279K	0.03%	330
2014 Q4	–	Sell	-28,076	Closed	-$4.64M	–	652
2014 Q3	$4.64M	Buy	28,076 +25,502	+991%	+$4.29M	0.12%	187
2014 Q2	$427K	Buy	+2,574	New	+$420K	0.05%	249

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 $3.38T AUM 44.17% 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

Lombard Odier Asset Management (Switzerland)'s SPG Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) opened a new position in Simon Property Group (SPG) in Q2 2026: 5,596 shares worth $1.25M. The stake represents 0.04% of the portfolio and ranks #289 among its holdings. This is a return to the name: Lombard Odier Asset Management (Switzerland) previously reported a position in SPG as recently as Q1 2024.

Lombard Odier Asset Management (Switzerland) first reported a position in SPG in Q2 2014 and has held it in 17 quarters since. The position peaked at $4.64M in Q3 2014. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Lombard Odier Asset Management (Switzerland) held 5,596 shares of Simon Property Group worth $1.25M as of Q2 2026.
Simon Property Group was a new Lombard Odier Asset Management (Switzerland) position in Q2 2026.
Simon Property Group made up 0.04% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q2 2026, its #289 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Simon Property Group in Q2 2014 and has held it in 17 quarters since.
Lombard Odier Asset Management (Switzerland)'s Simon Property Group position peaked at $4.64M in Q3 2014.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.