Prelude Capital Management’s Simon Property Group SPG Stock Holding History

Prelude Capital 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
2025 Q2	–	Sell	-2,000	Closed	-$332K	–	1328
2025 Q1	$332K	Sell	2,000 -200	-9%	-$35K	0.03%	655
2024 Q4	$379K	Hold	2,200	–	–	0.02%	699
2024 Q3	$372K	Sell	2,200 -700	-24%	-$111K	0.02%	750
2024 Q2	$440K	Hold	2,900	–	–	0.03%	595
2024 Q1	$454K	Sell	2,900 -1,300	-31%	-$191K	0.02%	677
2023 Q4	$599K	Hold	4,200	–	–	0.04%	439
2023 Q3	$454K	Buy	4,200 +1,300	+45%	+$152K	0.03%	499
2023 Q2	$335K	Buy	+2,900	New	+$316K	0.02%	594
2019 Q2	–	Sell	-9,300	Closed	-$1.7M	–	2108
2019 Q1	$1.7M	Sell	9,300 -2,700	-23%	-$480K	0.1%	218
2018 Q4	$2.02M	Buy	12,000 +1,000	+9%	+$179K	0.14%	169
2018 Q3	$1.94M	Hold	11,000	–	–	0.11%	201
2018 Q2	$1.87M	Buy	+11,000	New	+$1.75M	0.12%	175
2017 Q4	–	Sell	-6,700	Closed	-$1.08M	–	1684
2017 Q3	$1.08M	Buy	+6,700	New	+$1.07M	0.1%	229

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

Prelude Capital Management's SPG Position: Q1 2026 in Review

Prelude Capital Management opened a new position in Simon Property Group (SPG) in Q1 2026: 2,050 shares worth $382K. The stake represents 0.03% of the portfolio and ranks #613 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in SPG as recently as Q3 2024.

Prelude Capital Management first reported a position in SPG in Q3 2013 and has held it in 14 quarters since. The position peaked at $2.75M in Q1 2016. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Prelude Capital Management held 2,050 shares of Simon Property Group worth $382K as of Q1 2026.
Simon Property Group was a new Prelude Capital Management position in Q1 2026.
Simon Property Group made up 0.03% of Prelude Capital Management's portfolio in Q1 2026, its #613 holding.
Prelude Capital Management first reported a position in Simon Property Group in Q3 2013 and has held it in 14 quarters since.
Prelude Capital Management's Simon Property Group position peaked at $2.75M in Q1 2016.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

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