State Street’s Simon Property Group SPG Stock Holding History

State Street’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	$3.9B	Sell	20,931,309 -554,345	-3%	-$106M	0.13%	137
2025 Q4	$3.98B	Sell	21,485,654 -279,838	-1%	-$50.8M	0.13%	122
2025 Q3	$4.08B	Buy	21,765,492 +312,995	+1%	+$54M	0.14%	125
2025 Q2	$3.45B	Buy	21,452,497 +228,819	+1%	+$36.2M	0.13%	140
2025 Q1	$3.52B	Buy	21,223,678 +213,770	+1%	+$37.4M	0.15%	131
2024 Q4	$3.62B	Sell	21,009,908 -51,367	-0.2%	-$9.02M	0.14%	128
2024 Q3	$3.56B	Sell	21,061,275 -350,514	-2%	-$55.5M	0.14%	131
2024 Q2	$3.25B	Buy	21,411,789 +220,151	+1%	+$32.4M	0.14%	129
2024 Q1	$3.32B	Sell	21,191,638 -1,545,364	-7%	-$227M	0.15%	127
2023 Q4	$3.24B	Buy	22,737,002 +496,633	+2%	+$60M	0.16%	123
2023 Q3	$2.4B	Sell	22,240,369 -358,228	-2%	-$42M	0.13%	146
2023 Q2	$2.61B	Sell	22,598,597 -100,780	-0.4%	-$11M	0.14%	139
2023 Q1	$2.54B	Sell	22,699,377 -288,827	-1%	-$34.5M	0.14%	138
2022 Q4	$2.7B	Buy	22,988,204 +199,738	+0.9%	+$22.2M	0.16%	132
2022 Q3	$2.05B	Buy	22,788,466 +50,167	+0.2%	+$5.13M	0.13%	154
2022 Q2	$2.16B	Sell	22,738,299 -753,307	-3%	-$86.3M	0.13%	159
2022 Q1	$3.09B	Buy	23,491,606 +2,158,735	+10%	+$308M	0.15%	129
2021 Q4	$3.41B	Buy	21,332,871 +1,478,289	+7%	+$226M	0.16%	121
2021 Q3	$2.58B	Buy	19,854,582 +411,205	+2%	+$53.5M	0.14%	136
2021 Q2	$2.54B	Buy	19,443,377 +260,822	+1%	+$32.4M	0.13%	140
2021 Q1	$2.18B	Buy	19,182,555 +150,972	+0.8%	+$15.7M	0.13%	155
2020 Q4	$1.65B	Buy	19,031,583 +684,574	+4%	+$52.3M	0.1%	183
2020 Q3	$1.19B	Sell	18,347,009 -1,404,209	-7%	-$92.1M	0.08%	235
2020 Q2	$1.35B	Sell	19,751,218 -542,272	-3%	-$34M	0.1%	195
2020 Q1	$1.11B	Sell	20,293,490 -101,805	-0.5%	-$12.2M	0.1%	192
2019 Q4	$3.04B	Sell	20,395,295 -1,665,698	-8%	-$250M	0.21%	98
2019 Q3	$3.43B	Buy	22,060,993 +193,806	+0.9%	+$30.1M	0.26%	82
2019 Q2	$3.49B	Buy	21,867,187 +991,888	+5%	+$171M	0.26%	78
2019 Q1	$3.8B	Buy	20,875,299 +2,740,783	+15%	+$487M	0.3%	71
2018 Q4	$3.05B	Buy	18,134,516 +79,638	+0.4%	+$14.2M	0.28%	78
2018 Q3	$3.19B	Buy	18,054,878 +700,195	+4%	+$124M	0.25%	84
2018 Q2	$2.95B	Buy	17,354,683 +34,429	+0.2%	+$5.48M	0.25%	80
2018 Q1	$2.67B	Sell	17,320,254 -193,920	-1%	-$30.8M	0.23%	86
2017 Q4	$3.01B	Buy	17,514,174 +82,370	+0.5%	+$13.4M	0.24%	85
2017 Q3	$2.81B	Sell	17,431,804 -387,488	-2%	-$61.9M	0.24%	86
2017 Q2	$2.88B	Sell	17,819,292 -460,787	-3%	-$75M	0.26%	81
2017 Q1	$3.14B	Buy	18,280,079 +118,826	+0.7%	+$21.2M	0.28%	73
2016 Q4	$3.23B	Sell	18,161,253 -300,273	-2%	-$55.8M	0.3%	62
2016 Q3	$3.82B	Buy	18,461,526 +841,579	+5%	+$182M	0.39%	51
2016 Q2	$3.82B	Sell	17,619,947 -158,126	-0.9%	-$32.3M	0.41%	50
2016 Q1	$3.69B	Sell	17,778,073 -91,953	-0.5%	-$17.7M	0.4%	52
2015 Q4	$3.47B	Buy	17,870,026 +314,012	+2%	+$60.8M	0.38%	58
2015 Q3	$3.23B	Sell	17,556,014 -596,272	-3%	-$109M	0.38%	59
2015 Q2	$3.14B	Buy	18,152,286 +4,364,816	+32%	+$802M	0.34%	62
2015 Q1	$2.7B	Sell	13,787,470 -877,517	-6%	-$170M	0.28%	74
2014 Q4	$2.67B	Buy	14,664,987 +560,672	+4%	+$99.5M	0.27%	82
2014 Q3	$2.32B	Buy	14,104,315 +54,921	+0.4%	+$9.25M	0.25%	83
2014 Q2	$2.34B	Sell	14,049,394 -443,586	-3%	-$72.4M	0.25%	83
2014 Q1	$2.24B	Sell	14,492,980 -227,495	-2%	-$33.9M	0.25%	82
2013 Q4	$2.11B	Sell	14,720,475 -99,816	-0.7%	-$14.4M	0.23%	87
2013 Q3	$2.07B	Buy	14,820,291 +521,935	+4%	+$75.8M	0.25%	83
2013 Q2	$2.12B	Buy	+14,298,356	New	+$2.29B	0.28%	72

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street's SPG Position: Q1 2026 in Review

State Street reduced its Simon Property Group (SPG) stake by 2.6% in Q1 2026, selling an estimated $106M and leaving 20,931,309 shares worth $3.9B. The position accounts for 0.13% of the portfolio, ranked #137.

State Street first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.08B in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

State Street held 20,931,309 shares of Simon Property Group worth $3.9B as of Q1 2026.
State Street sold 554,345 Simon Property Group shares in Q1 2026, an estimated $106M.
Simon Property Group made up 0.13% of State Street's portfolio in Q1 2026, its #137 holding.
State Street first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
State Street's Simon Property Group position peaked at $4.08B in Q3 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.