Joel Greenblatt's SPG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 48,404 shares of Simon Property Group, Inc. (SPG) worth $8.96 M, representing 0.03% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SPG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 61,496 shares. Largest reduction occurred in Q2 2020, reducing 35,268 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Simon Property Group (SPG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Simon Property Group (SPG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +36,424 | Add 304.04% | 48,404 | $185.11 |
| Q3 2025 | +9,127 | Add 319.91% | 11,980 | $187.67 |
| Q2 2025 | -10,698 | Reduce 78.95% | 2,853 | $160.76 |
| Q1 2025 | -1,816 | Reduce 11.82% | 13,551 | $166.08 |
| Q4 2024 | -16,945 | Reduce 52.44% | 15,367 | $172.21 |
| Q3 2024 | -1,050 | Reduce 3.15% | 32,312 | $169.02 |
| Q2 2024 | +7,129 | Add 27.18% | 33,362 | $151.80 |
| Q1 2024 | +2,328 | Add 9.74% | 26,233 | $156.49 |
| Q4 2023 | +2,386 | Add 11.09% | 23,905 | $142.64 |
| Q3 2023 | +1,631 | Add 8.20% | 21,519 | $108.03 |
| Q2 2023 | +5,297 | Add 36.30% | 19,888 | $115.48 |
| Q1 2023 | +452 | Add 3.20% | 14,591 | $111.97 |
| Q4 2022 | -2,028 | Reduce 12.54% | 14,139 | $117.48 |
| Q3 2022 | -5,763 | Reduce 26.28% | 16,167 | $89.75 |
| Q2 2022 | +10,376 | Add 89.80% | 21,930 | $94.94 |
| Q1 2022 | -16,096 | Reduce 58.21% | 11,554 | $131.56 |
| Q4 2021 | +16,587 | Add 149.93% | 27,650 | $159.78 |
| Q3 2021 | -929 | Reduce 7.75% | 11,063 | $129.98 |
| Q2 2021 | -6,359 | Reduce 34.65% | 11,992 | $130.50 |
| Q1 2021 | -28,371 | Reduce 60.72% | 18,351 | $113.78 |
| Q4 2020 | +6,229 | Add 15.38% | 46,722 | $85.27 |
| Q3 2020 | +14,265 | Add 54.39% | 40,493 | $64.68 |
| Q2 2020 | -35,268 | Reduce 57.35% | 26,228 | $68.36 |
| Q1 2020 | +61,496 | New Buy | 61,496 | $54.87 |
| Q2 2019 | -12,542 | Sold Out | 0 | $0.00 |
| Q1 2019 | +2,272 | Add 22.12% | 12,542 | $182.19 |
| Q4 2018 | +10,270 | New Buy | 10,270 | $167.96 |
| Q1 2018 | -4,297 | Sold Out | 0 | $0.00 |
| Q4 2017 | +4,297 | New Buy | 4,297 | $171.75 |
| Q2 2017 | -1,830 | Sold Out | 0 | $0.00 |
| Q1 2017 | +1,830 | New Buy | 1,830 | $172.13 |
Joel Greenblatt's Simon Property Group Investment FAQs
Joel Greenblatt first purchased Simon Property Group, Inc. (SPG) in Q1 2017, acquiring 1,830 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Simon Property Group, Inc. (SPG) for 31 quarters since Q1 2017.
Joel Greenblatt's largest addition to Simon Property Group, Inc. (SPG) was in Q1 2020, adding 61,496 shares worth $3.37 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 48,404 shares of Simon Property Group, Inc. (SPG), valued at approximately $8.96 M.
As of the Q4 2025 filing, Simon Property Group, Inc. (SPG) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Simon Property Group, Inc. (SPG) was 61,496 shares, as reported at the end of Q1 2020.