LI
SPG icon

LRI Investments’s Simon Property Group SPG Stock Holding History

LRI Investments’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 		$410K Sell
1,835
-38
-2% -$7.82K 0.03% 209
2026
Q1 		$349K Buy
1,873
+56
+3% +$10.7K 0.03% 219
2025
Q4 		$336K Sell
1,817
-272
-13% -$49.4K 0.03% 213
2025
Q3 		$392K Hold
2,089
– – 0.03% 201
2025
Q2 		$336K Sell
2,089
-172
-8% -$27.2K 0.03% 219
2025
Q1 		$376K Buy
2,261
+9
+0.4% +$1.57K 0.04% 191
2024
Q4 		$388K Hold
2,252
– – 0.04% 168
2024
Q3 		$402K Hold
2,252
– – 0.04% 179
2024
Q2 		$342K Hold
2,252
– – 0.04% 157
2024
Q1 		$352K Buy
+2,252
New +$330K 0.09% 96

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return