Longfellow Investment Management’s Simon Property Group SPG Stock Holding History

Longfellow Investment 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	-2,648	Closed	-$494K	–	263
2026 Q1	$494K	Hold	2,648	–	–	0.1%	114
2025 Q4	$490K	Hold	2,648	–	–	0.11%	115
2025 Q3	$497K	Hold	2,648	–	–	0.12%	121
2025 Q2	$426K	Hold	2,648	–	–	0.11%	119
2025 Q1	$440K	Buy	+2,648	New	+$463K	0.11%	108
2023 Q4	–	Sell	-2,441	Closed	-$264K	–	267
2023 Q3	$264K	Sell	2,441 -1,107	-31%	-$130K	0.07%	112
2023 Q2	$410K	Buy	3,548 +144	+4%	+$15.7K	0.09%	110
2023 Q1	$381K	Hold	3,404	–	–	0.09%	116
2022 Q4	$400K	Hold	3,404	–	–	0.09%	124
2022 Q3	$306K	Hold	3,404	–	–	0.06%	159
2022 Q2	$324K	Buy	3,404 +2,143	+170%	+$246K	0.07%	164
2022 Q1	$166K	Hold	1,261	–	–	0.03%	227
2021 Q4	$202K	Hold	1,261	–	–	0.03%	214
2021 Q3	$164K	Hold	1,261	–	–	0.03%	239
2021 Q2	$165K	Sell	1,261 -1,468	-54%	-$182K	0.02%	247
2021 Q1	$311K	Buy	2,729 +665	+32%	+$69.4K	0.04%	284
2020 Q4	$177K	Buy	+2,064	New	+$158K	0.02%	276

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

Longfellow Investment Management's SPG Position: Q2 2026 in Review

Longfellow Investment Management sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 2,648 shares — an estimated $494K sold.

Longfellow Investment Management first reported a position in SPG in Q4 2020 and held it in 17 quarters. The position peaked at $497K in Q3 2025. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Longfellow Investment Management reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
Longfellow Investment Management sold 2,648 Simon Property Group shares in Q2 2026, an estimated $494K.
Longfellow Investment Management first reported a position in Simon Property Group in Q4 2020 and held it in 17 quarters.
Longfellow Investment Management's Simon Property Group position peaked at $497K in Q3 2025.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.