Loomis, Sayles & Company
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Loomis, Sayles & Company’s Simon Property Group SPG Stock Holding History

Loomis, Sayles & Company’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 		$9.58M Buy
42,831
+5,224
+14% +$1.07M 0.01% 393
2026
Q1 		$7.01M Sell
37,607
-9,220
-20% -$1.76M 0.01% 391
2025
Q4 		$8.67M Buy
46,827
+4,682
+11% +$851K 0.01% 378
2025
Q3 		$7.91M Buy
42,145
+5,186
+14% +$895K 0.01% 389
2025
Q2 		$5.94M Buy
+36,959
New +$5.84M 0.01% 419
2022
Q2 		– Sell
-6,363
Closed -$837K – 1044
2022
Q1 		$837K Buy
+6,363
New +$907K ﹤0.01% 474
2017
Q4 		– Sell
-16
Closed -$3K – 926
2017
Q3 		$3K Hold
16
– – ﹤0.01% 874
2017
Q2 		$3K Sell
16
-46,662
-100% -$7.6M ﹤0.01% 893
2017
Q1 		$8.03M Sell
46,678
-21,938
-32% -$3.92M 0.02% 449
2016
Q4 		$12.2M Sell
68,616
-47,390
-41% -$8.8M 0.03% 391
2016
Q3 		$24M Sell
116,006
-15,423
-12% -$3.34M 0.06% 208
2016
Q2 		$28.5M Sell
131,429
-10,475
-7% -$2.14M 0.08% 171
2016
Q1 		$29.5M Sell
141,904
-22,436
-14% -$4.31M 0.08% 174
2015
Q4 		$32M Sell
164,340
-136,772
-45% -$26.5M 0.09% 167
2015
Q3 		$55.3M Buy
301,112
+43,520
+17% +$7.98M 0.16% 91
2015
Q2 		$44.6M Buy
257,592
+9,805
+4% +$1.8M 0.12% 141
2015
Q1 		$48.5M Sell
247,787
-26,009
-9% -$5.04M 0.13% 139
2014
Q4 		$49.9M Sell
273,796
-16,461
-6% -$2.92M 0.14% 137
2014
Q3 		$47.7M Sell
290,257
-16,208
-5% -$2.73M 0.14% 141
2014
Q2 		$51M Sell
306,465
-48,956
-14% -$7.99M 0.14% 148
2014
Q1 		$54.8M Buy
355,421
+23,949
+7% +$3.57M 0.16% 142
2013
Q4 		$47.4M Sell
331,472
-289
-0.1% -$41.6K 0.14% 156
2013
Q3 		$46.3M Buy
331,761
+19,008
+6% +$2.76M 0.15% 153
2013
Q2 		$46.5K Buy
+312,753
New +$50.2M 0.17% 145

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

Loomis, Sayles & Company's SPG Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Simon Property Group (SPG) stake by 14% in Q2 2026, buying an estimated $1.07M and bringing the position to 42,831 shares worth $9.58M. The position accounts for 0.01% of the portfolio, ranked #393.

Loomis, Sayles & Company first reported a position in SPG in Q2 2013 and has held it in 24 quarters since. The position peaked at $55.3M in Q3 2015. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Loomis, Sayles & Company held 42,831 shares of Simon Property Group worth $9.58M as of Q2 2026.
  • Loomis, Sayles & Company bought 5,224 Simon Property Group shares in Q2 2026, an estimated $1.07M.
  • Simon Property Group made up 0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #393 holding.
  • Loomis, Sayles & Company first reported a position in Simon Property Group in Q2 2013 and has held it in 24 quarters since.
  • Loomis, Sayles & Company's Simon Property Group position peaked at $55.3M in Q3 2015.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.