OFI Invest Asset Management’s Simon Property Group SPG Stock Holding History

OFI Invest Asset 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	$447K	Buy	2,285 +78	+4%	+$16.1K	﹤0.01%	314
2026 Q1	$357K	Sell	2,207 -1,522	-41%	-$290K	﹤0.01%	298
2025 Q4	$588K	Buy	3,729 +217	+6%	+$39.4K	0.01%	258
2025 Q3	$561K	Sell	3,512 -240	-6%	-$41.4K	0.01%	179
2025 Q2	$514K	Buy	3,752 +219	+6%	+$34.6K	0.01%	184
2025 Q1	$543K	Buy	3,533 +3	+0.1%	+$524	0.01%	233
2024 Q4	$587K	Buy	+3,530	New	+$620K	0.01%	228
2024 Q2	$521K	Buy	3,681 +8	+0.2%	+$1.18K	0.01%	224
2024 Q1	$532K	Sell	3,673 -457	-11%	-$67K	0.01%	150
2023 Q4	$533K	Sell	4,130 -847	-17%	-$102K	0.02%	147
2023 Q3	$508K	Sell	4,977 -80	-2%	-$9.37K	0.02%	126
2023 Q2	$584K	Sell	5,057 -54	-1%	-$5.88K	0.02%	88
2023 Q1	$572K	Buy	+5,111	New	+$610K	0.02%	94

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OFI Invest Asset Management's SPG Position: Q2 2026 in Review

OFI Invest Asset Management increased its Simon Property Group (SPG) stake by 3.5% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,285 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

OFI Invest Asset Management first reported a position in SPG in Q1 2023 and has held it in 13 quarters since. The position peaked at $588K in Q4 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

OFI Invest Asset Management held 2,285 shares of Simon Property Group worth $447K as of Q2 2026.
OFI Invest Asset Management bought 78 Simon Property Group shares in Q2 2026, an estimated $16.1K.
Simon Property Group made up ﹤0.01% of OFI Invest Asset Management's portfolio in Q2 2026, its #314 holding.
OFI Invest Asset Management first reported a position in Simon Property Group in Q1 2023 and has held it in 13 quarters since.
OFI Invest Asset Management's Simon Property Group position peaked at $588K in Q4 2025.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.