Universal-Beteiligungs- und Servicegesellschaft’s Simon Property Group SPG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$110M	Buy	494,362 +101,824	+26%	+$21M	0.17%	108
2026 Q1	$73.2M	Sell	392,538 -23,070	-6%	-$4.4M	0.13%	150
2025 Q4	$77M	Buy	415,608 +3,632	+0.9%	+$660K	0.13%	153
2025 Q3	$77.3M	Sell	411,976 -20,001	-5%	-$3.45M	0.13%	141
2025 Q2	$69.4M	Sell	431,977 -14,061	-3%	-$2.22M	0.12%	163
2025 Q1	$74.1M	Sell	446,038 -104,139	-19%	-$18.2M	0.15%	146
2024 Q4	$94.7M	Buy	+550,177	New	+$96.6M	0.19%	113

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's SPG Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Simon Property Group (SPG) stake by 26% in Q2 2026, buying an estimated $21M and bringing the position to 494,362 shares worth $110M. The position accounts for 0.17% of the portfolio, ranked #108.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,358 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 494,362 shares of Simon Property Group worth $110M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 101,824 Simon Property Group shares in Q2 2026, an estimated $21M.
Simon Property Group made up 0.17% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #108 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
1,358 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.