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

Plato 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 Q1	$2.37M	Sell	12,683 -1,120	-8%	-$214K	0.16%	137
2025 Q4	$2.57M	Sell	13,803 -6,050	-30%	-$1.1M	0.17%	128
2025 Q3	$3.7M	Buy	19,853 +1,835	+10%	+$317K	0.25%	97
2025 Q2	$2.89M	Buy	18,018 +747	+4%	+$118K	0.22%	106
2025 Q1	$2.9M	Sell	17,271 -3,621	-17%	-$633K	0.24%	95
2024 Q4	$3.61M	Buy	20,892 +3,936	+23%	+$691K	0.27%	89
2024 Q3	$2.86M	Buy	16,956 +2,768	+20%	+$438K	0.23%	108
2024 Q2	$2.15M	Buy	14,188 +708	+5%	+$104K	0.2%	113
2024 Q1	$2.11M	Buy	13,480 +13,026	+2,869%	+$1.91M	0.22%	113
2023 Q4	$64.8K	Buy	+454	New	+$54.9K	0.08%	201

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

Plato Investment Management's SPG Position: Q1 2026 in Review

Plato Investment Management reduced its Simon Property Group (SPG) stake by 8.1% in Q1 2026, selling an estimated $214K and leaving 12,683 shares worth $2.37M. The position accounts for 0.16% of the portfolio, ranked #137.

Plato Investment Management first reported a position in SPG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.7M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Plato Investment Management held 12,683 shares of Simon Property Group worth $2.37M as of Q1 2026.
Plato Investment Management sold 1,120 Simon Property Group shares in Q1 2026, an estimated $214K.
Simon Property Group made up 0.16% of Plato Investment Management's portfolio in Q1 2026, its #137 holding.
Plato Investment Management first reported a position in Simon Property Group in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Simon Property Group position peaked at $3.7M in Q3 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.