Morgan Stanley’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
Q1 | $1.01B | Sell |
5,421,797
-1,581
| -0% | -$302K | 0.06% | 284 |
|
|
2025
Q4 | $1B | Buy |
5,423,378
+76,636
| +1% | +$13.9M | 0.06% | 288 |
|
|
2025
Q3 | $1B | Buy |
5,346,742
+75,471
| +1% | +$13M | 0.06% | 284 |
|
|
2025
Q2 | $847M | Sell |
5,271,271
-123,012
| -2% | -$19.4M | 0.06% | 333 |
|
|
2025
Q1 | $896M | Sell |
5,394,283
-106,443
| -2% | -$18.6M | 0.06% | 288 |
|
|
2024
Q4 | $947M | Sell |
5,500,726
-50,728
| -0.9% | -$8.9M | 0.07% | 266 |
|
|
2024
Q3 | $938M | Sell |
5,551,454
-150,016
| -3% | -$23.8M | 0.07% | 265 |
|
|
2024
Q2 | $865M | Buy |
5,701,470
+89,512
| +2% | +$13.2M | 0.07% | 259 |
|
|
2024
Q1 | $878M | Sell |
5,611,958
-5,951,976
| -51% | -$873M | 0.07% | 256 |
|
|
2023
Q4 | $1.65B | Buy |
11,563,934
+5,723,393
| +98% | +$692M | 0.07% | 252 |
|
|
2023
Q3 | $631M | Buy |
5,840,541
+12,399
| +0.2% | +$1.45M | 0.06% | 283 |
|
|
2023
Q2 | $673M | Sell |
5,828,142
-138,389
| -2% | -$15.1M | 0.07% | 279 |
|
|
2023
Q1 | $668M | Sell |
5,966,531
-533,774
| -8% | -$63.7M | 0.07% | 268 |
|
|
2022
Q4 | $764M | Buy |
6,500,305
+421,554
| +7% | +$46.9M | 0.09% | 226 |
|
|
2022
Q3 | $546M | Buy |
6,078,751
+590,280
| +11% | +$60.4M | 0.07% | 255 |
|
|
2022
Q2 | $521M | Buy |
5,488,471
+1,194,934
| +28% | +$137M | 0.07% | 280 |
|
|
2022
Q1 | $565M | Buy |
4,293,537
+54,081
| +1% | +$7.7M | 0.08% | 244 |
|
|
2021
Q4 | $677M | Buy |
4,239,456
+572,970
| +16% | +$87.5M | 0.08% | 231 |
|
|
2021
Q3 | $477M | Sell |
3,666,486
-736,383
| -17% | -$95.8M | 0.06% | 276 |
|
|
2021
Q2 | $574M | Buy |
4,402,869
+1,590,556
| +57% | +$198M | 0.08% | 234 |
|
|
2021
Q1 | $320M | Sell |
2,812,313
-1,285,628
| -31% | -$134M | 0.05% | 341 |
|
|
2020
Q4 | $349M | Sell |
4,097,941
-1,945,087
| -32% | -$149M | 0.05% | 302 |
|
|
2020
Q3 | $391M | Sell |
6,043,028
-159,800
| -3% | -$10.5M | 0.08% | 229 |
|
|
2020
Q2 | $424M | Buy |
6,202,828
+1,313,121
| +27% | +$82.4M | 0.09% | 199 |
|
|
2020
Q1 | $268M | Buy |
4,889,707
+482,150
| +11% | +$57.7M | 0.07% | 242 |
|
|
2019
Q4 | $657M | Sell |
4,407,557
-96,984
| -2% | -$14.5M | 0.15% | 138 |
|
|
2019
Q3 | $701M | Buy |
4,504,541
+54,843
| +1% | +$8.53M | 0.19% | 122 |
|
|
2019
Q2 | $711M | Sell |
4,449,698
-796,926
| -15% | -$137M | 0.19% | 119 |
|
|
2019
Q1 | $956M | Sell |
5,246,624
-411,104
| -7% | -$73.1M | 0.27% | 90 |
|
|
2018
Q4 | $950M | Sell |
5,657,728
-1,281,094
| -18% | -$229M | 0.28% | 84 |
|
|
2018
Q3 | $1.23B | Sell |
6,938,822
-777,236
| -10% | -$137M | 0.31% | 61 |
|
|
2018
Q2 | $1.31B | Sell |
7,716,058
-829,548
| -10% | -$132M | 0.35% | 49 |
|
|
2018
Q1 | $1.32B | Sell |
8,545,606
-115,934
| -1% | -$18.4M | 0.37% | 53 |
|
|
2017
Q4 | $1.49B | Buy |
8,661,540
+303,219
| +4% | +$49.2M | 0.41% | 39 |
|
|
2017
Q3 | $1.35B | Sell |
8,358,321
-626,394
| -7% | -$100M | 0.4% | 40 |
|
|
2017
Q2 | $1.45B | Buy |
8,984,715
+603,551
| +7% | +$98.3M | 0.44% | 34 |
|
|
2017
Q1 | $1.44B | Sell |
8,381,164
-848,222
| -9% | -$152M | 0.44% | 30 |
|
|
2016
Q4 | $1.64B | Buy |
9,229,386
+445,727
| +5% | +$82.8M | 0.54% | 21 |
|
|
2016
Q3 | $1.82B | Sell |
8,783,659
-279,987
| -3% | -$60.7M | 0.62% | 13 |
|
|
2016
Q2 | $1.97B | Sell |
9,063,646
-226,408
| -2% | -$46.2M | 0.71% | 11 |
|
|
2016
Q1 | $1.93B | Buy |
9,290,054
+35,442
| +0.4% | +$6.81M | 0.74% | 10 |
|
|
2015
Q4 | $1.8B | Sell |
9,254,612
-61,341
| -0.7% | -$11.9M | 0.65% | 12 |
|
|
2015
Q3 | $1.71B | Sell |
9,315,953
-386,730
| -4% | -$70.9M | 0.63% | 10 |
|
|
2015
Q2 | $1.68B | Buy |
9,702,683
+595,592
| +7% | +$109M | 0.58% | 15 |
|
|
2015
Q1 | $1.78B | Sell |
9,107,091
-474,128
| -5% | -$91.9M | 0.66% | 10 |
|
|
2014
Q4 | $1.74B | Sell |
9,581,219
-244,839
| -2% | -$43.4M | 0.64% | 13 |
|
|
2014
Q3 | $1.62B | Sell |
9,826,058
-121,684
| -1% | -$20.5M | 0.62% | 10 |
|
|
2014
Q2 | $1.65B | Sell |
9,947,742
-413,461
| -4% | -$67.5M | 0.65% | 8 |
|
|
2014
Q1 | $1.6B | Sell |
10,361,203
-105,619
| -1% | -$15.7M | 0.67% | 9 |
|
|
2013
Q4 | $1.5B | Sell |
10,466,822
-19,041
| -0.2% | -$2.74M | 0.64% | 12 |
|
|
2013
Q3 | $1.46B | Buy |
10,485,863
+123,616
| +1% | +$17.9M | 0.69% | 11 |
|
|
2013
Q2 | $1.54B | Buy |
+10,362,247
| New | +$1.66B | 0.78% | 9 |
|
Other funds holding SPG
VPM
VCM
Morgan Stanley's SPG Position: Q1 2026 in Review
Morgan Stanley reduced its Simon Property Group (SPG) stake by 0.03% in Q1 2026, selling an estimated $302K and leaving 5,421,797 shares worth $1.01B. The position accounts for 0.06% of the portfolio, ranked #284.
Morgan Stanley first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.97B in Q2 2016. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.
- Morgan Stanley held 5,421,797 shares of Simon Property Group worth $1.01B as of Q1 2026.
- Morgan Stanley sold 1,581 Simon Property Group shares in Q1 2026, an estimated $302K.
- Simon Property Group made up 0.06% of Morgan Stanley's portfolio in Q1 2026, its #284 holding.
- Morgan Stanley first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Simon Property Group position peaked at $1.97B in Q2 2016.
- 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.