SPG β€” SIMON PROPERTY GROUP INC

Ownership history in BDF-GESTION  Β·  8 quarters on record

AI Ownership Summary

BDF-GESTION reported SIMON PROPERTY GROUP INC (SPG) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.56% in 2024 Q2. The latest visible filing shows SPG at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BDF-GESTION's position in SIMON PROPERTY GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPG was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BDF-GESTION held SPG β€” position size vs. price
% of Fund (quarterly)    SPG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,021 -5,000 -25.0% 0.37% $2.8M 2026-04-10 $199.69
2025 Q4 REDUCED 20,021 -1,334 -6.2% 0.45% $3.7M 2026-01-09 $182.58
2025 Q3 REDUCED 21,355 -4,441 -17.2% 0.47% $4.0M 2025-10-09 $174.65
2025 Q2 REDUCED 25,796 -2,812 -9.8% 0.46% $4.1M 2025-07-11 $156.10
2025 Q1 REDUCED 28,608 -9,930 -25.8% 0.52% $4.8M 2025-04-17 $143.27
2024 Q4 UNCHANGED 38,538 β€” 0% 0.05% $452K 2025-01-17 $163.85
2024 Q3 UNCHANGED 38,538 β€” 0% 0.05% $452K 2024-10-15 $162.43
2024 Q2 INITIATED 38,538 β€” β€” 0.56% $5.9M 2024-07-11 $136.68

FAQ About BDF-GESTION and SPG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BDF-GESTION reported owning SPG?

BDF-GESTION reported SPG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SPG position in BDF-GESTION's portfolio?

The largest reported portfolio weight for SPG was 0.56% in 2024 Q2.

What is the latest reported SPG position on this page?

The most recent filing on this page is 2026 Q1, when BDF-GESTION reported 15,021 shares, equal to 0.37% of portfolio, with an estimated market value of $2.8M.

What does the chart on this SPG ownership page compare?

The chart compares BDF-GESTION's quarterly SPG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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