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

VELA 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	$555K	Sell	2,480 -225	-8%	-$46.3K	0.12%	138
2026 Q1	$505K	Buy	2,705 +717	+36%	+$137K	0.12%	144
2025 Q4	$368K	Hold	1,988	–	–	0.09%	156
2025 Q3	$373K	Sell	1,988 -626	-24%	-$108K	0.09%	147
2025 Q2	$420K	Buy	2,614 +931	+55%	+$147K	0.11%	145
2025 Q1	$280K	Sell	1,683 -51	-3%	-$8.91K	0.09%	146
2024 Q4	$299K	Hold	1,734	–	–	0.08%	151
2024 Q3	$293K	Hold	1,734	–	–	0.09%	151
2024 Q2	$263K	Sell	1,734 -2,500	-59%	-$368K	0.08%	155
2024 Q1	$663K	Buy	4,234 +51	+1%	+$7.48K	0.22%	122
2023 Q4	$597K	Sell	4,183 -873	-17%	-$106K	0.23%	123
2023 Q3	$546K	Hold	5,056	–	–	0.24%	105
2023 Q2	$584K	Hold	5,056	–	–	0.27%	105
2023 Q1	$566K	Hold	5,056	–	–	0.26%	105
2022 Q4	$594K	Hold	5,056	–	–	0.29%	98
2022 Q3	$454K	Buy	5,056 +2,192	+77%	+$224K	0.26%	106
2022 Q2	$272K	Buy	+2,864	New	+$328K	0.16%	132

Other funds holding SPG

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

VELA Investment Management reduced its Simon Property Group (SPG) stake by 8.3% in Q2 2026, selling an estimated $46.3K and leaving 2,480 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #138.

VELA Investment Management first reported a position in SPG in Q2 2022 and has held it in 17 quarters since. The position peaked at $663K in Q1 2024. 593 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

VELA Investment Management held 2,480 shares of Simon Property Group worth $555K as of Q2 2026.
VELA Investment Management sold 225 Simon Property Group shares in Q2 2026, an estimated $46.3K.
Simon Property Group made up 0.12% of VELA Investment Management's portfolio in Q2 2026, its #138 holding.
VELA Investment Management first reported a position in Simon Property Group in Q2 2022 and has held it in 17 quarters since.
VELA Investment Management's Simon Property Group position peaked at $663K in Q1 2024.
593 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.