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Optas LLC’s Simon Property Group SPG Stock Holding History

Optas LLC’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 		$455K Buy
2,036
+120
+6% +$24.7K 0.06% 205
2026
Q1 		$357K Sell
1,916
-38
-2% -$7.25K 0.05% 252
2025
Q4 		$362K Buy
1,954
+22
+1% +$4K 0.06% 241
2025
Q3 		$363K Buy
1,932
+15
+0.8% +$2.59K 0.06% 211
2025
Q2 		$308K Buy
1,917
+105
+6% +$16.6K 0.06% 216
2025
Q1 		$301K Buy
1,812
+102
+6% +$17.8K 0.05% 203
2024
Q4 		$294K Sell
1,710
-55
-3% -$9.65K 0.06% 183
2024
Q3 		$298K Buy
1,765
+427
+32% +$67.6K 0.07% 171
2024
Q2 		$203K Buy
+1,338
New +$197K 0.05% 194

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Optas LLC's SPG Position: Q2 2026 in Review

Optas LLC increased its Simon Property Group (SPG) stake by 6.3% in Q2 2026, buying an estimated $24.7K and bringing the position to 2,036 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #205.

Optas LLC first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 313 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Optas LLC held 2,036 shares of Simon Property Group worth $455K as of Q2 2026.
  • Optas LLC bought 120 Simon Property Group shares in Q2 2026, an estimated $24.7K.
  • Simon Property Group made up 0.06% of Optas LLC's portfolio in Q2 2026, its #205 holding.
  • Optas LLC first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
  • 313 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.