Palogic Value Management’s Simon Property Group SPG Stock Holding History

Palogic Value 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 Q1	–	Sell	-9,215	Closed	-$1.71M	–	198
2025 Q4	$1.71M	Buy	9,215 +186	+2%	+$33.8K	0.71%	36
2025 Q3	$1.69M	Buy	9,029 +222	+3%	+$38.3K	0.68%	42
2025 Q2	$1.42M	Buy	8,807 +9	+0.1%	+$1.42K	0.58%	51
2025 Q1	$1.46M	Buy	8,798 +641	+8%	+$112K	0.63%	54
2024 Q4	$1.4M	Buy	8,157 +24	+0.3%	+$4.21K	0.53%	62
2024 Q3	$1.37M	Buy	8,133 +98	+1%	+$15.5K	0.47%	60
2024 Q2	$1.22M	Buy	8,035 +173	+2%	+$25.5K	0.52%	65
2024 Q1	$1.23M	Buy	7,862 +157	+2%	+$23K	0.53%	64
2023 Q4	$1.1M	Buy	7,705 +419	+6%	+$50.6K	0.49%	69
2023 Q3	$787K	Buy	7,286 +102	+1%	+$11.9K	0.37%	75
2023 Q2	$830K	Buy	7,184 +221	+3%	+$24.1K	0.39%	70
2023 Q1	$780K	Buy	6,963 +589	+9%	+$70.3K	0.38%	75
2022 Q4	$749K	Buy	+6,374	New	+$708K	0.39%	76

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Palogic Value Management's SPG Position: Q1 2026 in Review

Palogic Value Management sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 9,215 shares — an estimated $1.71M sold.

Palogic Value Management first reported a position in SPG in Q4 2022 and held it in 13 quarters. The position peaked at $1.71M in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Palogic Value Management reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
Palogic Value Management sold 9,215 Simon Property Group shares in Q1 2026, an estimated $1.71M.
Palogic Value Management first reported a position in Simon Property Group in Q4 2022 and held it in 13 quarters.
Palogic Value Management's Simon Property Group position peaked at $1.71M in Q4 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Palogic Value Management's 13F filing for Q1 2026, filed 15 May 2026.