PIM
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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
Q2 		$2.94M Buy
13,239
+556
+4% +$114K 0.17% 131
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plato Investment Management's SPG Position: Q2 2026 in Review

Plato Investment Management increased its Simon Property Group (SPG) stake by 4.4% in Q2 2026, buying an estimated $114K and bringing the position to 13,239 shares worth $2.94M. The position accounts for 0.17% of the portfolio, ranked #131.

Plato Investment Management first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.7M in Q3 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Plato Investment Management held 13,239 shares of Simon Property Group worth $2.94M as of Q2 2026.
  • Plato Investment Management bought 556 Simon Property Group shares in Q2 2026, an estimated $114K.
  • Simon Property Group made up 0.17% of Plato Investment Management's portfolio in Q2 2026, its #131 holding.
  • Plato Investment Management first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Simon Property Group position peaked at $3.7M in Q3 2025.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.