Weiss Asset Management’s Simon Property Group SPG Stock Holding History

Weiss Asset 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 Q1	$28.2M	Buy	+151,181	New	+$28.8M	0.48%	38
2025 Q3	–	Sell	-247,691	Closed	-$39.8M	–	762
2025 Q2	$39.8M	Buy	+247,691	New	+$39.1M	0.45%	30
2025 Q1	–	Sell	-1,623	Closed	-$279K	–	642
2024 Q4	$279K	Sell	1,623 -114,993	-99%	-$20.2M	0.01%	538
2024 Q3	$19.7M	Buy	+116,616	New	+$18.5M	0.43%	57
2020 Q1	–	Sell	-1,757	Closed	-$262K	–	309
2019 Q4	$262K	Hold	1,757	–	–	0.02%	150
2019 Q3	$273K	Buy	+1,757	New	+$273K	0.02%	166
2019 Q2	–	Sell	-1,148	Closed	-$209K	–	402
2019 Q1	$209K	Buy	+1,148	New	+$204K	0.02%	180

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Weiss Asset Management's SPG Position: Q1 2026 in Review

Weiss Asset Management opened a new position in Simon Property Group (SPG) in Q1 2026: 151,181 shares worth $28.2M. The stake represents 0.48% of the portfolio and ranks #38 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in SPG as recently as Q2 2025.

Weiss Asset Management first reported a position in SPG in Q1 2019 and has held it in 7 quarters since. The position peaked at $39.8M in Q2 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Weiss Asset Management held 151,181 shares of Simon Property Group worth $28.2M as of Q1 2026.
Simon Property Group was a new Weiss Asset Management position in Q1 2026.
Simon Property Group made up 0.48% of Weiss Asset Management's portfolio in Q1 2026, its #38 holding.
Weiss Asset Management first reported a position in Simon Property Group in Q1 2019 and has held it in 7 quarters since.
Weiss Asset Management's Simon Property Group position peaked at $39.8M in Q2 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.