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Longboard Asset Management’s Simon Property Group SPG Stock Holding History

Longboard Asset 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 		– Sell
-1,149
Closed -$214K – 37
2026
Q1 		$214K Hold
1,149
– – 3.7% 14
2025
Q4 		$213K Hold
1,149
– – 1.35% 43
2025
Q3 		$216K Buy
+1,149
New +$198K 0.35% 183
2025
Q2 		– Sell
-1,273
Closed -$211K – 218
2025
Q1 		$211K Hold
1,273
– – 0.62% 101
2024
Q4 		$219K Buy
+1,273
New +$223K 0.58% 83

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longboard Asset Management's SPG Position: Q2 2026 in Review

Longboard Asset Management sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 1,149 shares — an estimated $214K sold.

Longboard Asset Management first reported a position in SPG in Q4 2024 and held it in 5 quarters. The position peaked at $219K in Q4 2024. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Longboard Asset Management reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Longboard Asset Management sold 1,149 Simon Property Group shares in Q2 2026, an estimated $214K.
  • Longboard Asset Management first reported a position in Simon Property Group in Q4 2024 and held it in 5 quarters.
  • Longboard Asset Management's Simon Property Group position peaked at $219K in Q4 2024.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Longboard Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.