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

Rakuten 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 		$12.1M Buy
53,072
+4,745
+10% +$976K 0.03% 162
2026
Q1 		$8.81M Buy
48,327
+5,380
+13% +$1.03M 0.02% 182
2025
Q4 		$8.06M Buy
42,947
+38,151
+795% +$6.93M 0.03% 201
2025
Q3 		$561K Buy
+4,796
New +$828K ﹤0.01% 550
2025
Q1 		$4.69M Buy
+28,573
New +$4.99M 0.02% 219
2024
Q3 		$2.97M Buy
17,722
+3,845
+28% +$609K 0.02% 177
2024
Q2 		$2.08M Buy
13,877
+5,110
+58% +$753K 0.01% 175
2024
Q1 		$1.37M Buy
8,767
+7,959
+985% +$1.17M 0.01% 169
2023
Q4 		$117K Buy
+808
New +$97.7K ﹤0.01% 161

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 $3.37T AUM 44.26% 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

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

Rakuten Investment Management increased its Simon Property Group (SPG) stake by 9.8% in Q2 2026, buying an estimated $976K and bringing the position to 53,072 shares worth $12.1M. The position accounts for 0.03% of the portfolio, ranked #162.

Rakuten Investment Management first reported a position in SPG in Q4 2023 and has held it in 9 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Rakuten Investment Management held 53,072 shares of Simon Property Group worth $12.1M as of Q2 2026.
  • Rakuten Investment Management bought 4,745 Simon Property Group shares in Q2 2026, an estimated $976K.
  • Simon Property Group made up 0.03% of Rakuten Investment Management's portfolio in Q2 2026, its #162 holding.
  • Rakuten Investment Management first reported a position in Simon Property Group in Q4 2023 and has held it in 9 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.