Marshall Wace’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $89.4M | Buy |
399,615
+78,599
| +24% | +$16.2M | 0.07% | 227 |
|
|
2026
Q1 | $59.9M | Buy |
321,016
+18,907
| +6% | +$3.61M | 0.06% | 302 |
|
|
2025
Q4 | $55.9M | Buy |
+302,109
| New | +$54.9M | 0.05% | 320 |
|
|
2025
Q3 | – | Sell |
-19,787
| Closed | -$3.18M | – | 3367 |
|
|
2025
Q2 | $3.18M | Buy |
19,787
+15,033
| +316% | +$2.38M | ﹤0.01% | 1347 |
|
|
2025
Q1 | $790K | Sell |
4,754
-7,795
| -62% | -$1.36M | ﹤0.01% | 1883 |
|
|
2024
Q4 | $2.16M | Buy |
12,549
+8,897
| +244% | +$1.56M | ﹤0.01% | 1398 |
|
|
2024
Q3 | $617K | Buy |
+3,652
| New | +$578K | ﹤0.01% | 1850 |
|
|
2024
Q2 | – | Sell |
-153,137
| Closed | -$24M | – | 2930 |
|
|
2024
Q1 | $24M | Buy |
153,137
+110,136
| +256% | +$16.2M | 0.04% | 454 |
|
|
2023
Q4 | $6.13M | Sell |
43,001
-165,243
| -79% | -$20M | 0.01% | 840 |
|
|
2023
Q3 | $22.5M | Buy |
208,244
+203,739
| +4,523% | +$23.9M | 0.05% | 396 |
|
|
2023
Q2 | $520K | Sell |
4,505
-1,541
| -25% | -$168K | ﹤0.01% | 1964 |
|
|
2023
Q1 | $677K | Buy |
+6,046
| New | +$722K | ﹤0.01% | 1977 |
|
|
2022
Q4 | – | Sell |
-2,577
| Closed | -$231K | – | 3391 |
|
|
2022
Q3 | $231K | Sell |
2,577
-212,582
| -99% | -$21.7M | ﹤0.01% | 3045 |
|
|
2022
Q2 | $20.4M | Sell |
215,159
-109,115
| -34% | -$12.5M | 0.04% | 455 |
|
|
2022
Q1 | $42.7M | Buy |
324,274
+317,394
| +4,613% | +$45.2M | 0.08% | 270 |
|
|
2021
Q4 | $1.1M | Buy |
6,880
+4,211
| +158% | +$643K | ﹤0.01% | 2434 |
|
|
2021
Q3 | $347K | Sell |
2,669
-51,495
| -95% | -$6.7M | ﹤0.01% | 2583 |
|
|
2021
Q2 | $7.07M | Sell |
54,164
-84,424
| -61% | -$10.5M | 0.03% | 648 |
|
|
2021
Q1 | $15.8M | Buy |
138,588
+130,157
| +1,544% | +$13.6M | 0.07% | 277 |
|
|
2020
Q4 | $719K | Buy |
+8,431
| New | +$644K | ﹤0.01% | 1338 |
|
|
2020
Q2 | – | Sell |
-2,321
| Closed | -$127K | – | 1915 |
|
|
2020
Q1 | $127K | Buy |
+2,321
| New | +$278K | ﹤0.01% | 1278 |
|
|
2019
Q2 | – | Sell |
-23,900
| Closed | -$4.36M | – | 1807 |
|
|
2019
Q1 | $4.36M | Buy |
23,900
+17,251
| +259% | +$3.07M | 0.04% | 509 |
|
|
2018
Q4 | $1.12M | Buy |
6,649
+5,076
| +323% | +$907K | 0.01% | 887 |
|
|
2018
Q3 | $278K | Buy |
+1,573
| New | +$278K | ﹤0.01% | 1021 |
|
|
2017
Q4 | – | Sell |
-6,041
| Closed | -$973K | – | 477 |
|
|
2017
Q3 | $973K | Buy |
6,041
+1,693
| +39% | +$270K | 0.05% | 227 |
|
|
2017
Q2 | $704K | Buy |
+4,348
| New | +$708K | 0.03% | 214 |
|
|
2016
Q1 | – | Sell |
-2,182
| Closed | -$424K | – | 1184 |
|
|
2015
Q4 | $424K | Sell |
2,182
-16,194
| -88% | -$3.14M | ﹤0.01% | 834 |
|
|
2015
Q3 | $3.38M | Buy |
+18,376
| New | +$3.37M | 0.04% | 357 |
|
|
2015
Q2 | – | Sell |
-1,745
| Closed | -$341K | – | 1035 |
|
|
2015
Q1 | $341K | Sell |
1,745
-64,824
| -97% | -$12.6M | ﹤0.01% | 711 |
|
|
2014
Q4 | $12.1M | Buy |
66,569
+16,746
| +34% | +$2.97M | 0.16% | 166 |
|
|
2014
Q3 | $8.19M | Buy |
49,823
+36,316
| +269% | +$6.11M | 0.12% | 216 |
|
|
2014
Q2 | $2.25M | Buy |
+13,507
| New | +$2.21M | 0.03% | 381 |
|
Other funds holding SPG
Marshall Wace's SPG Position: Q2 2026 in Review
Marshall Wace increased its Simon Property Group (SPG) stake by 24% in Q2 2026, buying an estimated $16.2M and bringing the position to 399,615 shares worth $89.4M. The position accounts for 0.07% of the portfolio, ranked #227.
Marshall Wace first reported a position in SPG in Q2 2014 and has held it in 32 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Marshall Wace held 399,615 shares of Simon Property Group worth $89.4M as of Q2 2026.
- Marshall Wace bought 78,599 Simon Property Group shares in Q2 2026, an estimated $16.2M.
- Simon Property Group made up 0.07% of Marshall Wace's portfolio in Q2 2026, its #227 holding.
- Marshall Wace first reported a position in Simon Property Group in Q2 2014 and has held it in 32 quarters since.
- 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.