Merrion Investment Management’s Simon Property Group SPG Stock Holding History

Merrion Investment 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	$895K	Buy	4,000 +1,000	+33%	+$206K	0.42%	50
2026 Q1	$560K	Hold	3,000	–	–	0.3%	68
2025 Q4	$555K	Hold	3,000	–	–	0.3%	66
2025 Q3	$563K	Hold	3,000	–	–	0.32%	61
2025 Q2	$482K	Hold	3,000	–	–	0.31%	63
2025 Q1	$498K	Hold	3,000	–	–	0.36%	60
2024 Q4	$517K	Hold	3,000	–	–	0.36%	58
2024 Q3	$507K	Hold	3,000	–	–	0.33%	61
2024 Q2	$455K	Hold	3,000	–	–	0.31%	60
2024 Q1	$475K	Hold	3,000	–	–	0.34%	59
2023 Q4	$428K	Hold	3,000	–	–	0.34%	60
2023 Q3	$324K	Hold	3,000	–	–	0.28%	65
2023 Q2	$346K	Buy	3,000 +500	+20%	+$54.5K	0.29%	64
2023 Q1	$280K	Hold	2,500	–	–	0.27%	71
2022 Q4	$294K	Hold	2,500	–	–	0.27%	67
2022 Q3	$224K	Hold	2,500	–	–	0.22%	82
2022 Q2	$237K	Hold	2,500	–	–	0.23%	76
2022 Q1	$328K	Hold	2,500	–	–	0.24%	75
2021 Q4	$399K	Buy	2,500 +500	+25%	+$76.3K	0.29%	67
2021 Q3	$259K	Buy	+2,000	New	+$260K	0.2%	78
2021 Q1	–	Sell	-1,000	Closed	-$85K	–	209
2020 Q4	$85K	Buy	+1,000	New	+$76.4K	0.07%	107

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Merrion Investment Management's SPG Position: Q2 2026 in Review

Merrion Investment Management increased its Simon Property Group (SPG) stake by 33% in Q2 2026, buying an estimated $206K and bringing the position to 4,000 shares worth $895K. The position accounts for 0.42% of the portfolio, ranked #50.

Merrion Investment Management first reported a position in SPG in Q4 2020 and has held it in 21 quarters since. 351 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Merrion Investment Management held 4,000 shares of Simon Property Group worth $895K as of Q2 2026.
Merrion Investment Management bought 1,000 Simon Property Group shares in Q2 2026, an estimated $206K.
Simon Property Group made up 0.42% of Merrion Investment Management's portfolio in Q2 2026, its #50 holding.
Merrion Investment Management first reported a position in Simon Property Group in Q4 2020 and has held it in 21 quarters since.
351 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.