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Ray Dalio’s SPG Holdings & Trades

First Buy
Q2 2013
Duration Held
35 Quarters
Largest Add
Q4 2016
+97,000 Shares
Current Position
1,322 Shares
$244,715 Value

Ray Dalio's SPG Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 1,322 shares of Simon Property Group, Inc. (SPG) worth $244,715, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 35 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in SPG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2016, adding 97,000 shares. Largest reduction occurred in Q4 2019, reducing 164,059 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Simon Property Group (SPG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Simon Property Group (SPG) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -9,907 Reduce 88.23% 1,322 $185.11
Q3 2025 +11,229 New Buy 11,229 $187.67
Q2 2025 -2,059 Sold Out 0 $0.00
Q1 2025 +880 Add 74.64% 2,059 $166.08
Q4 2024 +1,179 New Buy 1,179 $172.21
Q1 2023 -15,031 Sold Out 0 $0.00
Q4 2022 -27,611 Reduce 64.75% 15,031 $117.48
Q3 2022 -63,567 Reduce 59.85% 42,642 $89.75
Q2 2022 +65,173 Add 158.82% 106,209 $94.92
Q1 2022 +41,036 New Buy 41,036 $131.57
Q2 2021 -20,849 Sold Out 0 $0.00
Q1 2021 +20,849 New Buy 20,849 $113.77
Q2 2020 -16,856 Sold Out 0 $0.00
Q1 2020 +16,856 New Buy 16,856 $54.88
Q4 2019 -164,059 Sold Out 0 $0.00
Q3 2019 +85,734 Add 109.46% 164,059 $155.65
Q2 2019 +69,302 Add 768.06% 78,325 $159.76
Q1 2019 -25,361 Reduce 73.76% 9,023 $182.20
Q4 2018 +34,384 New Buy 34,384 $167.99
Q2 2018 -2,437 Sold Out 0 $0.00
Q1 2018 +2,437 New Buy 2,437 $154.29
Q4 2017 -10,872 Sold Out 0 $0.00
Q3 2017 -53,644 Reduce 83.15% 10,872 $161.06
Q2 2017 -12,268 Reduce 15.98% 64,516 $161.76
Q1 2017 -20,216 Reduce 20.84% 76,784 $172.03
Q4 2016 +97,000 New Buy 97,000 $177.67
Q2 2016 -3,842 Sold Out 0 $0.00
Q1 2016 -8,000 Reduce 67.56% 3,842 $207.70
Q4 2015 +11,842 New Buy 11,842 $194.48
Q3 2015 -1,942 Sold Out 0 $0.00
Q2 2015 -3,100 Reduce 61.48% 1,942 $173.02
Q1 2015 +5,042 New Buy 5,042 $195.56
Q4 2013 -11,942 Sold Out 0 $0.00
Q3 2013 +4,800 Add 67.21% 11,942 $148.22
Q2 2013 +7,142 Add 0.00% 7,142 $157.94

Ray Dalio's Simon Property Group Investment FAQs

Ray Dalio first purchased Simon Property Group, Inc. (SPG) in Q2 2013, acquiring 7,142 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Simon Property Group, Inc. (SPG) for 35 quarters since Q2 2013.

Ray Dalio's largest addition to Simon Property Group, Inc. (SPG) was in Q4 2016, adding 97,000 shares worth $17.23 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,322 shares of Simon Property Group, Inc. (SPG), valued at approximately $244,715.

As of the Q4 2025 filing, Simon Property Group, Inc. (SPG) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in Simon Property Group, Inc. (SPG) was 164,059 shares, as reported at the end of Q3 2019.