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NEOS Investment Management’s Simon Property Group SPG Stock Holding History

NEOS Investment 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
Q2 		$26.5M Buy
118,677
+15,638
+15% +$3.22M 0.1% 156
2026
Q1 		$19.2M Buy
103,039
+11,050
+12% +$2.11M 0.1% 159
2025
Q4 		$17M Buy
91,989
+20,166
+28% +$3.66M 0.1% 167
2025
Q3 		$13.5M Buy
71,823
+31,869
+80% +$5.5M 0.1% 170
2025
Q2 		$6.42M Buy
39,954
+13,310
+50% +$2.1M 0.08% 210
2025
Q1 		$4.43M Buy
26,644
+10,352
+64% +$1.81M 0.08% 212
2024
Q4 		$2.81M Buy
16,292
+3,728
+30% +$654K 0.07% 247
2024
Q3 		$2.12M Buy
12,564
+2,436
+24% +$386K 0.06% 256
2024
Q2 		$1.54M Buy
10,128
+2,988
+42% +$440K 0.06% 257
2024
Q1 		$1.12M Buy
7,140
+2,740
+62% +$402K 0.07% 239
2023
Q4 		$628K Buy
4,400
+1,391
+46% +$168K 0.06% 245
2023
Q3 		$325K Buy
+3,009
New +$352K 0.04% 266

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEOS Investment Management's SPG Position: Q2 2026 in Review

NEOS Investment Management increased its Simon Property Group (SPG) stake by 15% in Q2 2026, buying an estimated $3.22M and bringing the position to 118,677 shares worth $26.5M. The position accounts for 0.1% of the portfolio, ranked #156.

NEOS Investment Management first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • NEOS Investment Management held 118,677 shares of Simon Property Group worth $26.5M as of Q2 2026.
  • NEOS Investment Management bought 15,638 Simon Property Group shares in Q2 2026, an estimated $3.22M.
  • Simon Property Group made up 0.1% of NEOS Investment Management's portfolio in Q2 2026, its #156 holding.
  • NEOS Investment Management first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.