M&G plc’s Simon Property Group SPG Stock Holding History

M&G plc’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 Q3	$1.77M	Sell	8,783 -3,283	-27%	-$715K	0.01%	281
2026 Q2	$2.7M	Hold	12,066	–	–	0.01%	280
2026 Q1	$2.26M	Buy	12,066 +69	+0.6%	+$13.2K	0.01%	296
2025 Q4	$2.22M	Buy	11,997 +139	+1%	+$25.3K	0.01%	299
2025 Q3	$2.23M	Buy	11,858 +10,619	+857%	+$1.83M	0.01%	305
2025 Q2	$199K	Sell	1,239 -1,011	-45%	-$160K	﹤0.01%	393
2025 Q1	$374K	Buy	+2,250	New	+$393K	﹤0.01%	394
2024 Q3	–	Sell	-1,671	Closed	-$254K	–	434
2024 Q2	$254K	Sell	1,671 -28,161	-94%	-$4.15M	﹤0.01%	387
2024 Q1	$4.65M	Buy	+29,832	New	+$4.37M	0.02%	294

Other funds holding SPG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

M&G plc's SPG Position: Q3 2026 in Review

M&G plc reduced its Simon Property Group (SPG) stake by 27% in Q3 2026, selling an estimated $715K and leaving 8,783 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #281.

M&G plc first reported a position in SPG in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.65M in Q1 2024. 864 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

M&G plc held 8,783 shares of Simon Property Group worth $1.77M as of Q3 2026.
M&G plc sold 3,283 Simon Property Group shares in Q3 2026, an estimated $715K.
Simon Property Group made up 0.01% of M&G plc's portfolio in Q3 2026, its #281 holding.
M&G plc first reported a position in Simon Property Group in Q1 2024 and has held it in 9 quarters since.
M&G plc's Simon Property Group position peaked at $4.65M in Q1 2024.
864 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on M&G plc's 13F filing for Q3 2026, filed 4 Nov 2026.