Moody Lynn & Lieberson’s Simon Property Group SPG Stock Holding History

Moody Lynn & Lieberson’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	$559K	Sell	2,501 -26	-1%	-$5.35K	0.03%	166
2026 Q1	$471K	Hold	2,527	–	–	0.03%	180
2025 Q4	$468K	Buy	2,527 +1	+0%	+$182	0.02%	180
2025 Q3	$474K	Hold	2,526	–	–	0.03%	176
2025 Q2	$406K	Buy	2,526 +26	+1%	+$4.11K	0.02%	189
2025 Q1	$415K	Hold	2,500	–	–	0.03%	178
2024 Q4	$431K	Hold	2,500	–	–	0.03%	179
2024 Q3	$423K	Hold	2,500	–	–	0.03%	189
2024 Q2	$380K	Hold	2,500	–	–	0.02%	185
2024 Q1	$391K	Hold	2,500	–	–	0.03%	180
2023 Q4	$357K	Sell	2,500 -25	-1%	-$3.02K	0.03%	186
2023 Q3	$273K	Hold	2,525	–	–	0.02%	176
2023 Q2	$292K	Hold	2,525	–	–	0.02%	184
2023 Q1	$283K	Buy	2,525 +25	+1%	+$2.98K	0.03%	192
2022 Q4	$293K	Hold	2,500	–	–	0.03%	198
2022 Q3	$224K	Hold	2,500	–	–	0.02%	200
2022 Q2	$237K	Hold	2,500	–	–	0.02%	201
2022 Q1	$329K	Sell	2,500 -434	-15%	-$61.8K	0.02%	193
2021 Q4	$469K	Buy	2,934 +434	+17%	+$66.2K	0.03%	173
2021 Q3	$325K	Hold	2,500	–	–	0.02%	186
2021 Q2	$326K	Hold	2,500	–	–	0.02%	184
2021 Q1	$284K	Hold	2,500	–	–	0.02%	195
2020 Q4	$213K	Buy	+2,500	New	+$191K	0.02%	201
2020 Q1	–	Sell	-2,500	Closed	-$372K	–	196
2019 Q4	$372K	Hold	2,500	–	–	0.04%	176
2019 Q3	$389K	Hold	2,500	–	–	0.04%	151
2019 Q2	$399K	Hold	2,500	–	–	0.04%	160
2019 Q1	$456K	Hold	2,500	–	–	0.05%	151
2018 Q4	$420K	Sell	2,500 -86	-3%	-$15.4K	0.06%	149
2018 Q3	$457K	Hold	2,586	–	–	0.05%	163
2018 Q2	$440K	Sell	2,586 -500	-16%	-$79.6K	0.05%	162
2018 Q1	$476K	Hold	3,086	–	–	0.06%	154
2017 Q4	$502K	Hold	3,086	–	–	0.05%	163
2017 Q3	$497K	Hold	3,086	–	–	0.06%	155
2017 Q2	$499K	Buy	+3,086	New	+$502K	0.07%	156

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

Moody Lynn & Lieberson's SPG Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Simon Property Group (SPG) stake by 1% in Q2 2026, selling an estimated $5.35K and leaving 2,501 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #166.

Moody Lynn & Lieberson first reported a position in SPG in Q2 2017 and has held it in 34 quarters since. 351 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Moody Lynn & Lieberson held 2,501 shares of Simon Property Group worth $559K as of Q2 2026.
Moody Lynn & Lieberson sold 26 Simon Property Group shares in Q2 2026, an estimated $5.35K.
Simon Property Group made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #166 holding.
Moody Lynn & Lieberson first reported a position in Simon Property Group in Q2 2017 and has held it in 34 quarters since.
351 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.