Minneapolis Portfolio Management Group, LLC SPG — Simon PPTY Group Inc New

Ownership history in Minneapolis Portfolio Management Group, LLC  ·  21 quarters on record

AI Ownership Summary

Minneapolis Portfolio Management Group, LLC reported Simon PPTY Group Inc New (SPG) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.22% in 2024 Q1. The latest visible filing shows SPG at 3.49% 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 Minneapolis Portfolio Management Group, 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 Q1

SPG was reported at 3.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.22% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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.

SPG stock page Minneapolis Portfolio Management Group, LLC fund profile Minneapolis Portfolio Management Group, LLC full holdings
How Minneapolis Portfolio Management Group, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 176,090 -2,523 -1.4% 3.49% $32.8M 2026-05-05 $202.31
2025 Q4 ADDED — — — 178,613 +1,944 +1.1% 3.77% $33.1M 2026-02-10 $194.06
2025 Q3 ADDED — — — 176,669 +584 +0.3% 3.81% $33.2M 2025-10-28 $172.63
2025 Q2 REDUCED — — — 176,085 -1,364 -0.8% 3.50% $28.3M 2025-08-07 $160.54
2025 Q1 REDUCED — — — 177,449 -1,789 -1.0% 4.09% $29.5M 2025-04-29 $149.36
2024 Q4 REDUCED 23.8% -2.4% ✅ 179,238 -55,978 -23.8% 4.07% $30.9M 2025-02-11 $173.48
2024 Q3 REDUCED — — — 235,216 -6,341 -2.6% 5.15% $39.8M 2024-10-29 $159.96
2024 Q2 REDUCED — — — 241,557 -2,695 -1.1% 4.96% $36.7M 2024-07-29 $140.38
2024 Q1 REDUCED 6.2% -5.1% ✅ 244,252 -16,126 -6.2% 5.22% $38.2M 2024-05-06 $130.95
2023 Q4 REDUCED — — — 260,378 -12,133 -4.5% 4.87% $37.1M 2024-02-05 $122.43
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPG

As of 2026 Q1 — sorted by position size

BBFIT INVESTMENTS PTE LTD 9.58% Resolution Capital Ltd 3Y 7Y 7.84% Vert Asset Management LLC 3Y 7.51% Land & Buildings Investment Management, LLC 3Y 7Y 6.86% Smead Capital Management, Inc. 3Y 7Y 6.33% Adelante Capital Management LLC 3Y 7Y 5.73% Benson Wealth Management INC 5.64% AEW CAPITAL MANAGEMENT L P 3Y 7Y 5.23% Pensionfund PDN 3Y 7Y 4.59% Pensionfund Sabic 3Y 7Y 4.5%

FAQ About Minneapolis Portfolio Management Group, 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 Minneapolis Portfolio Management Group, LLC reported owning SPG?

Minneapolis Portfolio Management Group, LLC reported SPG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPG position in Minneapolis Portfolio Management Group, LLC's portfolio?

The largest reported portfolio weight for SPG was 5.22% in 2024 Q1.

What is the latest reported SPG position on this page?

The most recent filing on this page is 2026 Q1, when Minneapolis Portfolio Management Group, LLC reported 176,090 shares, equal to 3.49% of portfolio, with an estimated market value of $32.8M.

What does the chart on this SPG ownership page compare?

The chart compares Minneapolis Portfolio Management Group, 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.

How well did Minneapolis Portfolio Management Group, LLC time their SPG position?

Based on 13F filing dates vs. subsequent SPG price moves, Minneapolis Portfolio Management Group, LLC correctly timed 10 out of 20 reported position changes (50%). The annualised alpha on SPG relative to SPY over the holding period was +2.9%.

← Back to Minneapolis Portfolio Management Group, LLC Holdings