MAM
SPG icon

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

Martingale 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 		$326K Sell
1,457
-825
-36% -$170K 0.01% 741
2026
Q1 		$426K Sell
2,282
-253
-10% -$48.2K 0.01% 679
2025
Q4 		$469K Buy
+2,535
New +$461K 0.01% 618
2024
Q4 		– Sell
-1,482
Closed -$250K – 841
2024
Q3 		$250K Sell
1,482
-3,676
-71% -$582K 0.01% 737
2024
Q2 		$783K Buy
5,158
+3,563
+223% +$525K 0.02% 505
2024
Q1 		$250K Buy
+1,595
New +$234K 0.01% 736
2020
Q3 		– Sell
-3,304
Closed -$226K – 1087
2020
Q2 		$226K Buy
+3,304
New +$207K ﹤0.01% 976
2020
Q1 		– Sell
-33,112
Closed -$4.93M – 1026
2019
Q4 		$4.93M Sell
33,112
-77,067
-70% -$11.6M 0.05% 387
2019
Q3 		$17.2M Sell
110,179
-93,182
-46% -$14.5M 0.17% 156
2019
Q2 		$32.5M Sell
203,361
-6,025
-3% -$1.04M 0.34% 100
2019
Q1 		$38.2M Buy
209,386
+3,696
+2% +$657K 0.41% 75
2018
Q4 		$34.6M Sell
205,690
-7,694
-4% -$1.38M 0.46% 72
2018
Q3 		$37.7M Buy
213,384
+118,202
+124% +$20.9M 0.44% 76
2018
Q2 		$16.2M Buy
95,182
+89,907
+1,704% +$14.3M 0.2% 151
2018
Q1 		$815K Buy
+5,275
New +$839K 0.01% 757
2017
Q2 		– Sell
-1,891
Closed -$326K – 990
2017
Q1 		$326K Sell
1,891
-10,735
-85% -$1.92M ﹤0.01% 871
2016
Q4 		$2.24M Sell
12,626
-900
-7% -$167K 0.03% 514
2016
Q3 		$2.8M Sell
13,526
-33,780
-71% -$7.32M 0.04% 420
2016
Q2 		$10.3M Buy
47,306
+21,962
+87% +$4.48M 0.17% 179
2016
Q1 		$5.26M Buy
25,344
+3,201
+14% +$615K 0.1% 230
2015
Q4 		$4.31M Buy
22,143
+10,002
+82% +$1.94M 0.1% 229
2015
Q3 		$2.23M Buy
12,141
+2,401
+25% +$440K 0.05% 291
2015
Q2 		$1.69M Sell
9,740
-4,500
-32% -$827K 0.04% 355
2015
Q1 		$2.79M Sell
14,240
-800
-5% -$155K 0.07% 276
2014
Q4 		$2.74M Buy
+15,040
New +$2.67M 0.08% 265

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

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

Martingale Asset Management reduced its Simon Property Group (SPG) stake by 36% in Q2 2026, selling an estimated $170K and leaving 1,457 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #741.

Martingale Asset Management first reported a position in SPG in Q4 2014 and has held it in 25 quarters since. The position peaked at $38.2M in Q1 2019. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Martingale Asset Management held 1,457 shares of Simon Property Group worth $326K as of Q2 2026.
  • Martingale Asset Management sold 825 Simon Property Group shares in Q2 2026, an estimated $170K.
  • Simon Property Group made up 0.01% of Martingale Asset Management's portfolio in Q2 2026, its #741 holding.
  • Martingale Asset Management first reported a position in Simon Property Group in Q4 2014 and has held it in 25 quarters since.
  • Martingale Asset Management's Simon Property Group position peaked at $38.2M in Q1 2019.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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