Y-Intercept (HK)’s Simon Property Group SPG Stock Holding History

Y-Intercept (HK)’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	–	Sell	-46,075	Closed	-$8.59M	–	2139
2026 Q1	$8.59M	Buy	46,075 +26,433	+135%	+$5.04M	0.16%	146
2025 Q4	$3.64M	Buy	+19,642	New	+$3.57M	0.08%	338
2025 Q3	–	Sell	-8,292	Closed	-$1.33M	–	2011
2025 Q2	$1.33M	Buy	+8,292	New	+$1.31M	0.03%	794
2024 Q4	–	Sell	-21,962	Closed	-$3.71M	–	1622
2024 Q3	$3.71M	Buy	+21,962	New	+$3.48M	0.23%	79
2022 Q3	–	Sell	-12,212	Closed	-$1.16M	–	1249
2022 Q2	$1.16M	Buy	+12,212	New	+$1.4M	0.15%	191
2021 Q3	–	Sell	-6,274	Closed	-$819K	–	893
2021 Q2	$819K	Buy	+6,274	New	+$780K	0.21%	137
2021 Q1	–	Sell	-10,952	Closed	-$920K	–	788
2020 Q4	$920K	Buy	+10,952	New	+$836K	0.39%	45

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

Y-Intercept (HK)'s SPG Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 46,075 shares — an estimated $8.59M sold.

Y-Intercept (HK) first reported a position in SPG in Q4 2020 and held it in 7 quarters. The position peaked at $8.59M in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Y-Intercept (HK) reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 46,075 Simon Property Group shares in Q2 2026, an estimated $8.59M.
Y-Intercept (HK) first reported a position in Simon Property Group in Q4 2020 and held it in 7 quarters.
Y-Intercept (HK)'s Simon Property Group position peaked at $8.59M in Q1 2026.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.