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Perpetual Ltd’s Simon Property Group SPG Stock Holding History

Perpetual Ltd’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 		$2.51M Buy
11,235
+66
+0.6% +$13.6K 0.04% 158
2026
Q1 		$2.08M Sell
11,169
-1,894
-14% -$361K 0.03% 159
2025
Q4 		$2.42M Buy
13,063
+4,128
+46% +$750K 0.04% 162
2025
Q3 		$1.68M Sell
8,935
-155
-2% -$26.8K 0.02% 205
2025
Q2 		$1.46M Sell
9,090
-1,820
-17% -$288K 0.02% 216
2025
Q1 		$1.81M Buy
10,910
+1,470
+16% +$257K 0.02% 208
2024
Q4 		$1.63M Sell
9,440
-1,170
-11% -$205K 0.02% 205
2024
Q3 		$1.79M Sell
10,610
-3,550
-25% -$562K 0.02% 205
2024
Q2 		$2.15M Sell
14,160
-2,260
-14% -$333K 0.02% 209
2024
Q1 		$2.57M Sell
16,420
-4,110
-20% -$603K 0.03% 197
2023
Q4 		$2.93M Sell
20,530
-590
-3% -$71.3K 0.03% 181
2023
Q3 		$2.28M Sell
21,120
-150
-0.7% -$17.6K 0.02% 202
2023
Q2 		$2.46M Sell
21,270
-180
-0.8% -$19.6K 0.02% 221
2023
Q1 		$2.4M Buy
+21,450
New +$2.56M 0.02% 231
2020
Q3 		$347K Buy
+5,363
New +$352K 0.03% 226
2020
Q2 		– Sell
-18,559
Closed -$1.02M – 260
2020
Q1 		$1.02M Buy
18,559
+9,280
+100% +$1.11M 0.14% 147
2019
Q4 		$1.38M Sell
9,279
-18,700
-67% -$2.8M 0.2% 62
2019
Q3 		$4.36M Sell
27,979
-900
-3% -$140K 0.67% 43
2019
Q2 		$4.61M Sell
28,879
-28,710
-50% -$4.94M 0.73% 35
2019
Q1 		$10.5M Sell
57,589
-22,700
-28% -$4.03M 1.52% 24
2018
Q4 		$13.5M Sell
80,289
-3,567
-4% -$638K 2.03% 16
2018
Q3 		$14.8M Sell
83,856
-7,700
-8% -$1.36M 1.99% 18
2018
Q2 		$15.6M Sell
91,556
-9,700
-10% -$1.54M 1.9% 14
2018
Q1 		$15.6M Sell
101,256
-4,700
-4% -$748K 2.13% 13
2017
Q4 		$18.2M Buy
105,956
+5,300
+5% +$861K 2.35% 9
2017
Q3 		$16.4M Buy
100,656
+25,900
+35% +$4.14M 2.29% 10
2017
Q2 		$12.1M Buy
74,756
+10,900
+17% +$1.77M 0.95% 27
2017
Q1 		$10.9M Buy
+63,856
New +$11.4M 1.08% 27
2016
Q4 		– Sell
-80,906
Closed -$16.7M – 217
2016
Q3 		$16.7M Sell
80,906
-354
-0.4% -$76.8K 1.37% 16
2016
Q2 		$17.6M Sell
81,260
-2,168
-3% -$442K 1.75% 15
2016
Q1 		$17.3M Buy
83,428
+7,502
+10% +$1.44M 1.76% 15
2015
Q4 		$14.8M Sell
75,926
-700
-0.9% -$136K 1.65% 15
2015
Q3 		$14.1M Sell
76,626
-7,891
-9% -$1.45M 1.67% 17
2015
Q2 		$14.6M Buy
84,517
+13,100
+18% +$2.41M 1.68% 14
2015
Q1 		$14M Sell
71,417
-19,900
-22% -$3.86M 1.57% 12
2014
Q4 		$16.6M Buy
91,317
+5,694
+7% +$1.01M 1.96% 6
2014
Q3 		$14.1M Buy
85,623
+14,167
+20% +$2.38M 1.52% 8
2014
Q2 		$11.9M Buy
71,456
+11,704
+20% +$1.91M 1.05% 15
2014
Q1 		$9.22M Sell
59,752
-64,571
-52% -$9.62M 1.35% 19
2013
Q4 		$17.8M Buy
124,323
+52,278
+73% +$7.53M 2.34% 6
2013
Q3 		$10M Buy
72,045
+26,676
+59% +$3.87M 1.41% 19
2013
Q2 		$6.74M Buy
+45,369
New +$7.28M 1.01% 36

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Perpetual Ltd's SPG Position: Q2 2026 in Review

Perpetual Ltd increased its Simon Property Group (SPG) stake by 0.59% in Q2 2026, buying an estimated $13.6K and bringing the position to 11,235 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #158.

Perpetual Ltd first reported a position in SPG in Q2 2013 and has held it in 42 quarters since. The position peaked at $18.2M in Q4 2017. 455 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Perpetual Ltd held 11,235 shares of Simon Property Group worth $2.51M as of Q2 2026.
  • Perpetual Ltd bought 66 Simon Property Group shares in Q2 2026, an estimated $13.6K.
  • Simon Property Group made up 0.04% of Perpetual Ltd's portfolio in Q2 2026, its #158 holding.
  • Perpetual Ltd first reported a position in Simon Property Group in Q2 2013 and has held it in 42 quarters since.
  • Perpetual Ltd's Simon Property Group position peaked at $18.2M in Q4 2017.
  • 455 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.