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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return