Massachusetts Financial Services’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 | $221M | Sell |
923,713
-48,791
| -5% | -$10M | 0.07% | 255 |
|
|
2026
Q1 | $193M | Sell |
972,504
-21,876
| -2% | -$4.17M | 0.06% | 257 |
|
|
2025
Q4 | $184M | Sell |
994,380
-235,774
| -19% | -$42.8M | 0.06% | 282 |
|
|
2025
Q3 | $231M | Buy |
1,230,154
+86,328
| +8% | +$14.9M | 0.07% | 254 |
|
|
2025
Q2 | $184M | Sell |
1,143,826
-44,620
| -4% | -$7.05M | 0.06% | 292 |
|
|
2025
Q1 | $197M | Buy |
+1,188,446
| New | +$208M | 0.07% | 275 |
|
|
2024
Q3 | – | Sell |
-2,666
| Closed | -$405K | – | 890 |
|
|
2024
Q2 | $405K | Sell |
2,666
-7,168
| -73% | -$1.06M | ﹤0.01% | 832 |
|
|
2024
Q1 | $1.54M | Sell |
9,834
-678
| -6% | -$99.4K | ﹤0.01% | 753 |
|
|
2023
Q4 | $1.5M | Sell |
10,512
-284,159
| -96% | -$34.3M | ﹤0.01% | 743 |
|
|
2023
Q3 | $31.8M | Sell |
294,671
-1,835,234
| -86% | -$215M | 0.01% | 500 |
|
|
2023
Q2 | $246M | Sell |
2,129,905
-301,849
| -12% | -$32.9M | 0.08% | 226 |
|
|
2023
Q1 | $272M | Sell |
2,431,754
-8,902
| -0.4% | -$1.06M | 0.09% | 205 |
|
|
2022
Q4 | $287M | Buy |
2,440,656
+417,049
| +21% | +$46.4M | 0.1% | 193 |
|
|
2022
Q3 | $182M | Buy |
2,023,607
+353,064
| +21% | +$36.1M | 0.07% | 240 |
|
|
2022
Q2 | $159M | Buy |
1,670,543
+444,750
| +36% | +$51M | 0.05% | 283 |
|
|
2022
Q1 | $161M | Sell |
1,225,793
-128,353
| -9% | -$18.3M | 0.05% | 299 |
|
|
2021
Q4 | $216M | Buy |
1,354,146
+238,473
| +21% | +$36.4M | 0.06% | 267 |
|
|
2021
Q3 | $145M | Buy |
1,115,673
+213,594
| +24% | +$27.8M | 0.04% | 314 |
|
|
2021
Q2 | $118M | Buy |
902,079
+148,119
| +20% | +$18.4M | 0.03% | 371 |
|
|
2021
Q1 | $85.8M | Sell |
753,960
-92,642
| -11% | -$9.66M | 0.03% | 405 |
|
|
2020
Q4 | $72.2M | Buy |
+846,602
| New | +$64.6M | 0.02% | 415 |
|
|
2020
Q2 | – | Sell |
-1,504,412
| Closed | -$82.5M | – | 839 |
|
|
2020
Q1 | $82.5M | Buy |
1,504,412
+523,379
| +53% | +$62.6M | 0.04% | 300 |
|
|
2019
Q4 | $146M | Buy |
981,033
+157,996
| +19% | +$23.7M | 0.05% | 255 |
|
|
2019
Q3 | $128M | Sell |
823,037
-449,552
| -35% | -$69.9M | 0.05% | 269 |
|
|
2019
Q2 | $203M | Sell |
1,272,589
-341,957
| -21% | -$58.9M | 0.08% | 201 |
|
|
2019
Q1 | $294M | Sell |
1,614,546
-194,145
| -11% | -$34.5M | 0.12% | 158 |
|
|
2018
Q4 | $304M | Buy |
1,808,691
+492,883
| +37% | +$88.1M | 0.15% | 145 |
|
|
2018
Q3 | $233M | Buy |
1,315,808
+95,434
| +8% | +$16.9M | 0.1% | 187 |
|
|
2018
Q2 | $208M | Buy |
1,220,374
+163,171
| +15% | +$26M | 0.09% | 190 |
|
|
2018
Q1 | $163M | Buy |
1,057,203
+108,459
| +11% | +$17.3M | 0.07% | 221 |
|
|
2017
Q4 | $163M | Buy |
948,744
+90,029
| +10% | +$14.6M | 0.07% | 217 |
|
|
2017
Q3 | $138M | Buy |
858,715
+171,178
| +25% | +$27.3M | 0.06% | 232 |
|
|
2017
Q2 | $111M | Sell |
687,537
-129,416
| -16% | -$21.1M | 0.05% | 250 |
|
|
2017
Q1 | $141M | Buy |
816,953
+89,771
| +12% | +$16M | 0.07% | 214 |
|
|
2016
Q4 | $129M | Buy |
727,182
+161,970
| +29% | +$30.1M | 0.06% | 226 |
|
|
2016
Q3 | $117M | Sell |
565,212
-40,814
| -7% | -$8.85M | 0.06% | 235 |
|
|
2016
Q2 | $131M | Buy |
606,026
+27,738
| +5% | +$5.66M | 0.07% | 217 |
|
|
2016
Q1 | $120M | Buy |
578,288
+10,628
| +2% | +$2.04M | 0.06% | 222 |
|
|
2015
Q4 | $110M | Buy |
567,660
+2,426
| +0.4% | +$470K | 0.06% | 231 |
|
|
2015
Q3 | $104M | Sell |
565,234
-16,873
| -3% | -$3.09M | 0.06% | 236 |
|
|
2015
Q2 | $101M | Buy |
582,107
+69,315
| +14% | +$12.7M | 0.05% | 257 |
|
|
2015
Q1 | $100M | Sell |
512,792
-4,289
| -0.8% | -$831K | 0.05% | 257 |
|
|
2014
Q4 | $94.2M | Sell |
517,081
-61,964
| -11% | -$11M | 0.05% | 253 |
|
|
2014
Q3 | $95.2M | Sell |
579,045
-15,948
| -3% | -$2.68M | 0.05% | 253 |
|
|
2014
Q2 | $98.9M | Buy |
594,993
+257
| +0% | +$42K | 0.05% | 253 |
|
|
2014
Q1 | $91.8M | Buy |
594,736
+1,077
| +0.2% | +$160K | 0.05% | 265 |
|
|
2013
Q4 | $85M | Buy |
593,659
+42,563
| +8% | +$6.13M | 0.05% | 269 |
|
|
2013
Q3 | $76.8M | Buy |
551,096
+47,569
| +9% | +$6.91M | 0.05% | 273 |
|
|
2013
Q2 | $74.8M | Buy |
+503,527
| New | +$80.8M | 0.05% | 263 |
|
Other funds holding SPG
Massachusetts Financial Services's SPG Position: Q2 2026 in Review
Massachusetts Financial Services reduced its Simon Property Group (SPG) stake by 5% in Q2 2026, selling an estimated $10M and leaving 923,713 shares worth $221M. The position accounts for 0.07% of the portfolio, ranked #255.
Massachusetts Financial Services first reported a position in SPG in Q2 2013 and has held it in 49 quarters since. The position peaked at $304M in Q4 2018. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Massachusetts Financial Services held 923,713 shares of Simon Property Group worth $221M as of Q2 2026.
- Massachusetts Financial Services sold 48,791 Simon Property Group shares in Q2 2026, an estimated $10M.
- Simon Property Group made up 0.07% of Massachusetts Financial Services's portfolio in Q2 2026, its #255 holding.
- Massachusetts Financial Services first reported a position in Simon Property Group in Q2 2013 and has held it in 49 quarters since.
- Massachusetts Financial Services's Simon Property Group position peaked at $304M in Q4 2018.
- 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.