Mount Lucas Management
SPG icon

Mount Lucas Management’s Simon Property Group SPG Stock Holding History

Mount Lucas 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
Q3 		$1.53M Buy
+7,627
New +$1.66M 0.46% 48

Other funds holding SPG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mount Lucas Management's SPG Position: Q3 2026 in Review

Mount Lucas Management opened a new position in Simon Property Group (SPG) in Q3 2026: 7,627 shares worth $1.53M. The stake represents 0.46% of the portfolio and ranks #48 among its holdings.

1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Mount Lucas Management held 7,627 shares of Simon Property Group worth $1.53M as of Q3 2026.
  • Simon Property Group was a new Mount Lucas Management position in Q3 2026.
  • Simon Property Group made up 0.46% of Mount Lucas Management's portfolio in Q3 2026, its #48 holding.
  • 1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.