Metis Global Partners’s Simon Property Group SPG Stock Holding History

Metis Global Partners’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	$27.7M	Buy	123,692 +26,252	+27%	+$5.4M	0.63%	24
2026 Q1	$18.2M	Buy	97,440 +6,795	+7%	+$1.3M	0.45%	32
2025 Q4	$16.8M	Buy	90,645 +4,000	+5%	+$727K	0.4%	37
2025 Q3	$16.3M	Buy	86,645 +21,324	+33%	+$3.68M	0.38%	38
2025 Q2	$10.5M	Buy	65,321 +10,472	+19%	+$1.65M	0.27%	55
2025 Q1	$9.11M	Buy	54,849 +6,147	+13%	+$1.07M	0.26%	63
2024 Q4	$8.39M	Buy	48,702 +3,886	+9%	+$682K	0.25%	62
2024 Q3	$7.57M	Buy	44,816 +5,809	+15%	+$920K	0.24%	72
2024 Q2	$5.92M	Buy	39,007 +3,698	+10%	+$545K	0.2%	77
2024 Q1	$5.53M	Buy	35,309 +618	+2%	+$90.6K	0.2%	82
2023 Q4	$4.95M	Buy	34,691 +1,421	+4%	+$172K	0.2%	91
2023 Q3	$3.59M	Buy	33,270 +1,888	+6%	+$221K	0.17%	115
2023 Q2	$3.62M	Buy	31,382 +18,059	+136%	+$1.97M	0.2%	103
2023 Q1	$1.49M	Buy	13,323 +4,945	+59%	+$590K	0.1%	225
2022 Q4	$984K	Buy	8,378 +2,228	+36%	+$248K	0.09%	261
2022 Q3	$552K	Buy	6,150 +585	+11%	+$59.8K	0.09%	266
2022 Q2	$529K	Buy	5,565 +369	+7%	+$42.3K	0.08%	274
2022 Q1	$684K	Buy	5,196 +2,328	+81%	+$332K	0.08%	221
2021 Q4	$458K	Buy	+2,868	New	+$438K	0.13%	176

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Metis Global Partners's SPG Position: Q2 2026 in Review

Metis Global Partners increased its Simon Property Group (SPG) stake by 27% in Q2 2026, buying an estimated $5.4M and bringing the position to 123,692 shares worth $27.7M. The position accounts for 0.63% of the portfolio, ranked #24.

Metis Global Partners first reported a position in SPG in Q4 2021 and has held it in 19 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Metis Global Partners held 123,692 shares of Simon Property Group worth $27.7M as of Q2 2026.
Metis Global Partners bought 26,252 Simon Property Group shares in Q2 2026, an estimated $5.4M.
Simon Property Group made up 0.63% of Metis Global Partners's portfolio in Q2 2026, its #24 holding.
Metis Global Partners first reported a position in Simon Property Group in Q4 2021 and has held it in 19 quarters since.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.