LSV Asset Management
SPG icon

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

LSV 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
-13,895
Closed -$2.59M – 909
2026
Q1 		$2.59M Buy
13,895
+75
+0.5% +$14.3K 0.01% 540
2025
Q4 		$2.56M Hold
13,820
– – 0.01% 556
2025
Q3 		$2.59M Buy
+13,820
New +$2.39M 0.01% 549
2024
Q4 		– Sell
-280,500
Closed -$47.4M – 861
2024
Q3 		$47.4M Sell
280,500
-14,200
-5% -$2.25M 0.1% 219
2024
Q2 		$44.7M Sell
294,700
-105,000
-26% -$15.5M 0.1% 227
2024
Q1 		$62.5M Sell
399,700
-126,100
-24% -$18.5M 0.13% 198
2023
Q4 		$75M Sell
525,800
-91,345
-15% -$11M 0.16% 174
2023
Q3 		$66.7M Sell
617,145
-47,800
-7% -$5.6M 0.16% 180
2023
Q2 		$76.8M Sell
664,945
-32,600
-5% -$3.55M 0.17% 174
2023
Q1 		$78.1M Sell
697,545
-29,200
-4% -$3.49M 0.18% 164
2022
Q4 		$85.4M Sell
726,745
-32,300
-4% -$3.59M 0.19% 161
2022
Q3 		$68.1M Buy
759,045
+53,225
+8% +$5.44M 0.16% 164
2022
Q2 		$67M Buy
705,820
+21,210
+3% +$2.43M 0.14% 173
2022
Q1 		$90.1M Buy
684,610
+114,240
+20% +$16.3M 0.17% 164
2021
Q4 		$91.1M Buy
570,370
+156,425
+38% +$23.9M 0.16% 167
2021
Q3 		$53.8M Buy
413,945
+373,345
+920% +$48.6M 0.1% 227
2021
Q2 		$5.3M Buy
+40,600
New +$5.05M 0.01% 552
2020
Q3 		– Sell
-5,500
Closed -$376K – 983
2020
Q2 		$376K Buy
+5,500
New +$345K ﹤0.01% 849

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

LSV Asset Management sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 13,895 shares — an estimated $2.59M sold.

LSV Asset Management first reported a position in SPG in Q2 2020 and held it in 18 quarters. The position peaked at $91.1M in Q4 2021. 846 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • LSV Asset Management reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • LSV Asset Management sold 13,895 Simon Property Group shares in Q2 2026, an estimated $2.59M.
  • LSV Asset Management first reported a position in Simon Property Group in Q2 2020 and held it in 18 quarters.
  • LSV Asset Management's Simon Property Group position peaked at $91.1M in Q4 2021.
  • 846 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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