Simon Property Group (SPG)Douglas Lane & Associates, LLC reduced its stake -14K shares

175K

Shares reported · -14K vs prior quarter

0.53%

Disclosed portfolio weight

$39.2M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Feb 5, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On May 13, 2026, the Board appointed Mr. Cicco to the Board’s Compensation and Human Capital Committee, effective immediately.”
2. Mar 22, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On May 13, 2026, the independent members of the Board, acting on the recommendation of the Compensation and Human Capital Committee, approved an award under the 2026 LTI Program (the “2026 Unit Awards”), in the form of LTIP units and restricted stock units, to Mr. Simon in connection with the Appointment.”
3. Mar 27, 2026CongressDisclosed purchase of SPG — reported range $1,001 - $15,000
4. Apr 20, 2026CongressDisclosed purchase of SPG — reported range $15,001 - $50,000
5. Jun 30, 2026Insider · 11 peopleInsiders: 28 purchases (~$533K)

What came next

1. Jul 31, 20265% stakeVanguard Portfolio Management reported a passive stake (13G) of 8.6%
2. Aug 10, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
3. Sep 30, 2026Insider · 11 peopleInsiders: 11 purchases (~$461K)

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Simon Property Group

For Simon Property Group, OQRO holds 11 insider filings (SEC Form 4 or Form 144), 1 Congress trade report and 21 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SPG page.

How this filing works

• SEC Form 13F

Other disclosures at Simon Property Group

• SEC Form 4Oct 1, 2026
• SEC Form 4Oct 1, 2026
• SEC Form 4Oct 1, 2026
• SEC Form 4Oct 1, 2026
• SEC Form 4Oct 1, 2026
• SEC Form 4Oct 1, 2026

Everything OQRO holds on this company is on its SPG page.