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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

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

LRI Investments's SPG Position: Q2 2026 in Review

LRI Investments reduced its Simon Property Group (SPG) stake by 2% in Q2 2026, selling an estimated $7.82K and leaving 1,835 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #209.

LRI Investments first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • LRI Investments held 1,835 shares of Simon Property Group worth $410K as of Q2 2026.
  • LRI Investments sold 38 Simon Property Group shares in Q2 2026, an estimated $7.82K.
  • Simon Property Group made up 0.03% of LRI Investments's portfolio in Q2 2026, its #209 holding.
  • LRI Investments first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.