MAM
SPG icon

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

Mark 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
-6,253
Closed -$1.17M – 47
2026
Q1 		$1.17M Sell
6,253
-1,895
-23% -$361K 0.11% 35
2025
Q4 		$1.51M Buy
8,148
+53
+0.7% +$9.63K 0.1% 45
2025
Q3 		$1.52M Hold
8,095
– – 0.11% 47
2025
Q2 		$1.3M Hold
8,095
– – 0.1% 41
2025
Q1 		$1.34M Buy
+8,095
New +$1.41M 0.13% 47
2024
Q4 		– Sell
-8,095
Closed -$1.37M – 63
2024
Q3 		$1.37M Hold
8,095
– – 0.13% 46
2024
Q2 		$1.23M Buy
8,095
+72
+0.9% +$10.6K 0.12% 51
2024
Q1 		$1.26M Sell
8,023
-617
-7% -$90.5K 0.16% 44
2023
Q4 		$1.23M Sell
8,640
-432
-5% -$52.2K 0.16% 41
2023
Q3 		$980K Hold
9,072
– – 0.18% 41
2023
Q2 		$1.05M Hold
9,072
– – 0.17% 44
2023
Q1 		$1.02M Hold
9,072
– – 0.19% 49
2022
Q4 		$1.07M Sell
9,072
-442
-5% -$49.1K 0.24% 48
2022
Q3 		$854K Hold
9,514
– – 0.21% 38
2022
Q2 		$903K Hold
9,514
– – 0.22% 42
2022
Q1 		$1.25M Sell
9,514
-181
-2% -$25.8K 0.18% 41
2021
Q4 		$1.55M Sell
9,695
-181
-2% -$27.6K 0.18% 45
2021
Q3 		$1.28M Buy
9,876
+20
+0.2% +$2.6K 0.14% 47
2021
Q2 		$1.29M Buy
9,856
+4,872
+98% +$606K 0.16% 43
2021
Q1 		$567K Sell
4,984
-16
-0.3% -$1.67K 0.09% 49
2020
Q4 		$426K Buy
+5,000
New +$382K 0.05% 69

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

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

Mark Asset Management sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 6,253 shares — an estimated $1.17M sold.

Mark Asset Management first reported a position in SPG in Q4 2020 and held it in 21 quarters. The position peaked at $1.55M in Q4 2021. 1,352 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Mark Asset Management reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Mark Asset Management sold 6,253 Simon Property Group shares in Q2 2026, an estimated $1.17M.
  • Mark Asset Management first reported a position in Simon Property Group in Q4 2020 and held it in 21 quarters.
  • Mark Asset Management's Simon Property Group position peaked at $1.55M in Q4 2021.
  • 1,352 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Mark Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.