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Towarzystwo Funduszy Inwestycyjnych PZU SA’s Simon Property Group SPG Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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 		$423K Buy
1,890
+140
+8% +$28.8K 0.12% 135
2026
Q1 		$326K Sell
1,750
-80
-4% -$15.3K 0.11% 139
2025
Q4 		$339K Buy
1,830
+120
+7% +$21.8K 0.09% 137
2025
Q3 		$321K Buy
1,710
+340
+25% +$58.7K 0.08% 128
2025
Q2 		$220K Sell
1,370
-100
-7% -$15.8K 0.06% 149
2025
Q1 		$244K Buy
1,470
+130
+10% +$22.7K 0.08% 117
2024
Q4 		$231K Buy
1,340
+150
+13% +$26.3K 0.08% 114
2024
Q3 		$201K Buy
1,190
+170
+17% +$26.9K 0.07% 118
2024
Q2 		$155K Hold
1,020
– – 0.06% 137
2024
Q1 		$160K Hold
1,020
– – 0.07% 134
2023
Q4 		$145K Buy
+1,020
New +$123K 0.07% 122
2021
Q3 		$32.5K Hold
250
– – 0.04% 187
2021
Q2 		$32.6K Hold
250
– – 0.04% 197
2021
Q1 		$28.4K Hold
250
– – 0.04% 188
2020
Q4 		$21.3K Buy
+250
New +$19.1K 0.02% 239

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's SPG Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Simon Property Group (SPG) stake by 8% in Q2 2026, buying an estimated $28.8K and bringing the position to 1,890 shares worth $423K. The position accounts for 0.12% of the portfolio, ranked #135.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in SPG in Q4 2020 and has held it in 15 quarters since. 1,016 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Towarzystwo Funduszy Inwestycyjnych PZU SA held 1,890 shares of Simon Property Group worth $423K as of Q2 2026.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA bought 140 Simon Property Group shares in Q2 2026, an estimated $28.8K.
  • Simon Property Group made up 0.12% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #135 holding.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Simon Property Group in Q4 2020 and has held it in 15 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.