BTG Pactual Asset Management US LLC SPG SIMON PPTY GROUP INC NEW

Ownership history in BTG Pactual Asset Management US LLC  ·  3 quarters on record

AI Ownership Summary

BTG Pactual Asset Management US LLC reported SIMON PPTY GROUP INC NEW (SPG) in 3 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.56% in 2026 Q2. The latest visible filing shows SPG at 0.06% 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 BTG Pactual Asset Management US LLC's position in SIMON PPTY GROUP INC NEW, 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 Q2

SPG was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 BTG Pactual Asset Management US LLC held SPG — position size vs. price
% of Fund (quarterly)    SPG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 4,370 -35,630 -89.1% 0.06% $977K 2026-08-14 $217.25
2026 Q2 UNCHANGED 40,000 0% 0.56% $8.9M 2026-08-14 $217.25
2026 Q2 INITIATED 40,000 0.56% $8.9M 2026-08-14 $217.25

FAQ About BTG Pactual Asset Management US LLC and SPG

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

How long has BTG Pactual Asset Management US LLC reported owning SPG?

BTG Pactual Asset Management US LLC reported SPG across 3 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported SPG position in BTG Pactual Asset Management US LLC's portfolio?

The largest reported portfolio weight for SPG was 0.56% in 2026 Q2.

What is the latest reported SPG position on this page?

The most recent filing on this page is 2026 Q2, when BTG Pactual Asset Management US LLC reported 4,370 shares, equal to 0.06% of portfolio, with an estimated market value of $977K.

What does the chart on this SPG ownership page compare?

The chart compares BTG Pactual Asset Management US LLC'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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