Yelin Lapidot Holdings Management’s Simon Property Group SPG Stock Holding History

Yelin Lapidot Holdings 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	$1.6M	Hold	7,150	–	–	0.3%	51
2026 Q1	$1.33M	Hold	7,150	–	–	0.28%	55
2025 Q4	$1.32M	Hold	7,150	–	–	0.27%	57
2025 Q3	$1.34M	Hold	7,150	–	–	0.28%	55
2025 Q2	$1.15M	Hold	7,150	–	–	0.21%	60
2025 Q1	$1.19M	Hold	7,150	–	–	0.23%	61
2024 Q4	$1.23M	Hold	7,150	–	–	0.21%	58
2024 Q3	$1.21M	Hold	7,150	–	–	0.2%	58
2024 Q2	$1.09M	Hold	7,150	–	–	0.19%	58
2024 Q1	$1.12M	Hold	7,150	–	–	0.23%	58
2023 Q4	$1.02M	Hold	7,150	–	–	0.25%	58
2023 Q3	$778K	Buy	+7,150	New	+$837K	0.19%	62

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

Yelin Lapidot Holdings Management's SPG Position: Q2 2026 in Review

Yelin Lapidot Holdings Management held its Simon Property Group (SPG) position steady in Q2 2026 at 7,150 shares worth $1.6M. The position accounts for 0.3% of the portfolio, ranked #51.

Yelin Lapidot Holdings Management first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Yelin Lapidot Holdings Management held 7,150 shares of Simon Property Group worth $1.6M as of Q2 2026.
Yelin Lapidot Holdings Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.3% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #51 holding.
Yelin Lapidot Holdings Management first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.