Zimmer Partners’s Simon Property Group SPG Stock Holding History

Zimmer Partners’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
2025 Q4	–	Sell	-7,503	Closed	-$1.41M	–	165
2025 Q3	$1.41M	Sell	7,503 -14,422	-66%	-$2.49M	0.03%	134
2025 Q2	$3.52M	Sell	21,925 -65,575	-75%	-$10.4M	0.08%	121
2025 Q1	$14.5M	Buy	87,500 +62,500	+250%	+$10.9M	0.27%	68
2024 Q4	$4.31M	Sell	25,000 -37,500	-60%	-$6.58M	0.07%	112
2024 Q3	$10.6M	Hold	62,500	–	–	0.19%	80
2024 Q2	$9.49M	Hold	62,500	–	–	0.17%	82
2024 Q1	$9.78M	Buy	+62,500	New	+$9.17M	0.21%	71
2022 Q3	–	Sell	-150,000	Closed	-$14.2M	–	112
2022 Q2	$14.2M	Buy	+150,000	New	+$17.2M	0.3%	57
2021 Q4	–	Sell	-529,100	Closed	-$68.8M	–	167
2021 Q3	$68.8M	Sell	529,100 -170,900	-24%	-$22.2M	1.08%	26
2021 Q2	$91.3M	Buy	700,000 +575,000	+460%	+$71.5M	1.23%	28
2021 Q1	$14.2M	Sell	125,000 -587,500	-82%	-$61.3M	0.19%	89
2020 Q4	$60.8M	Buy	+712,500	New	+$54.4M	0.89%	37
2018 Q1	–	Sell	-190,300	Closed	-$32.7M	–	96
2017 Q4	$32.7M	Sell	190,300 -59,700	-24%	-$9.7M	0.8%	31
2017 Q3	$40.3M	Buy	250,000 +28,000	+13%	+$4.47M	0.89%	35
2017 Q2	$35.9M	Buy	+222,000	New	+$36.1M	0.85%	30

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Zimmer Partners's SPG Position: Q4 2025 in Review

Zimmer Partners sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 7,503 shares — an estimated $1.41M sold.

Zimmer Partners first reported a position in SPG in Q2 2017 and held it in 15 quarters. The position peaked at $91.3M in Q2 2021. 1,289 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

Zimmer Partners reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
Zimmer Partners sold 7,503 Simon Property Group shares in Q4 2025, an estimated $1.41M.
Zimmer Partners first reported a position in Simon Property Group in Q2 2017 and held it in 15 quarters.
Zimmer Partners's Simon Property Group position peaked at $91.3M in Q2 2021.
1,289 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Zimmer Partners's 13F filing for Q4 2025, filed 17 Feb 2026.