Hazelview Securities Inc. SPG SIMON PPTY GROUP INC NEW

Ownership history in Hazelview Securities Inc.  ·  20 quarters on record

AI Ownership Summary

Hazelview Securities Inc. reported SIMON PPTY GROUP INC NEW (SPG) in 20 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 6.1% in 2025 Q4. The latest visible filing shows SPG at 6.10% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hazelview Securities Inc.'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
2025 Q4

SPG was reported at 6.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.1% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 Hazelview Securities Inc. 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 172,134 +12,820 +8.0% 6.10% $31.7M 2026-02-14 (Est.) $194.58
2025 Q3 ADDED 159,314 +35,684 +28.9% 5.63% $29.9M 2025-11-14 $178.45
2025 Q2 ADDED 123,630 +122,060 +7774.5% 3.58% $20.2M 2025-08-14 $166.18
2025 Q1 REDUCED 98.3% -1.9% 1,570 -92,229 -98.3% 0.05% $261K 2025-05-13 $153.25
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hazelview Securities Inc. and SPG

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

How long has Hazelview Securities Inc. reported owning SPG?

Hazelview Securities Inc. reported SPG across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SPG position in Hazelview Securities Inc.'s portfolio?

The largest reported portfolio weight for SPG was 6.10% in 2025 Q4.

What is the latest reported SPG position on this page?

The most recent filing on this page is 2025 Q4, when Hazelview Securities Inc. reported 172,134 shares, equal to 6.10% of portfolio, with an estimated market value of $31.7M.

What does the chart on this SPG ownership page compare?

The chart compares Hazelview Securities Inc.'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.

How well did Hazelview Securities Inc. time their SPG position?

Based on 13F filing dates vs. subsequent SPG price moves, Hazelview Securities Inc. correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on SPG relative to SPY over the holding period was -6.5%.

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