Moody Lynn & Lieberson’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 | $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
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. 1,363 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.
- 1,363 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.