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

Lombard Odier Asset Management (USA)’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 Q1	$11.2M	Hold	60,000	–	–	1.17%	16
2025 Q4	$11.1M	Hold	60,000	–	–	1.03%	22
2025 Q3	$11.3M	Hold	60,000	–	–	0.76%	24
2025 Q2	$9.65M	Hold	60,000	–	–	0.73%	29
2025 Q1	$9.96M	Hold	60,000	–	–	0.79%	25
2024 Q4	$10.3M	Sell	60,000 -30,000	-33%	-$5.27M	0.76%	30
2024 Q3	$15.2M	Hold	90,000	–	–	1.01%	27
2024 Q2	$13.7M	Hold	90,000	–	–	1.01%	27
2024 Q1	$14.1M	Sell	90,000 -35,000	-28%	-$5.13M	0.34%	70
2023 Q4	$17.8M	Hold	125,000	–	–	0.32%	83
2023 Q3	$13.5M	Hold	125,000	–	–	0.3%	89
2023 Q2	$14.4M	Hold	125,000	–	–	0.31%	75
2023 Q1	$14M	Buy	125,000 +500	+0.4%	+$59.7K	0.31%	62
2022 Q4	$14.6M	Sell	124,500 -5,500	-4%	-$611K	0.37%	60
2022 Q3	$11.7M	Hold	130,000	–	–	0.34%	73
2022 Q2	$12.3M	Hold	130,000	–	–	0.47%	54
2022 Q1	$17.1M	Buy	130,000 +10,000	+8%	+$1.42M	0.63%	41
2021 Q4	$19.2M	Sell	120,000 -100,000	-45%	-$15.3M	0.75%	23
2021 Q3	$28.6M	Hold	220,000	–	–	1.25%	17
2021 Q2	$28.7M	Buy	220,000 +68,000	+45%	+$8.45M	1.14%	23
2021 Q1	$17.3M	Hold	152,000	–	–	0.64%	30
2020 Q4	$13M	Hold	152,000	–	–	0.62%	30
2020 Q3	$9.83M	Buy	+152,000	New	+$9.97M	0.64%	30

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s SPG Position: Q1 2026 in Review

Lombard Odier Asset Management (USA) opened a new position in Simon Property Group (SPG) in Q1 2026: 1,702 shares worth $317K. The stake represents 0.03% of the portfolio and ranks #175 among its holdings.

1,305 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Lombard Odier Asset Management (USA) held 1,702 shares of Simon Property Group worth $317K as of Q1 2026.
Simon Property Group was a new Lombard Odier Asset Management (USA) position in Q1 2026.
Simon Property Group made up 0.03% of Lombard Odier Asset Management (USA)'s portfolio in Q1 2026, its #175 holding.
1,305 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2026, filed 15 May 2026.