WESTPAC BANKING CORP SPG — SIMON PPTY GROUP INC NEW COM

Ownership history in WESTPAC BANKING CORP  ·  59 quarters on record

AI Ownership Summary

WESTPAC BANKING CORP reported SIMON PPTY GROUP INC NEW COM (SPG) in 59 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.55% in 2025 Q1. The latest visible filing shows SPG at 0.50% 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 WESTPAC BANKING CORP's position in SIMON PPTY GROUP INC NEW COM, 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 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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.

SPG stock page WESTPAC BANKING CORP fund profile WESTPAC BANKING CORP full holdings
How WESTPAC BANKING CORP 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 Q2 ADDED — — — 36,666 +21,206 +137.2% 0.50% $8.2M 2026-08-12 $220.56
2026 Q1 REDUCED — — — 15,460 -740 -4.6% 0.20% $2.9M 2026-05-12 $203.43
2025 Q4 REDUCED 61.3% +1.9% ❌ 16,200 -25,609 -61.3% 0.19% $3.0M 2026-02-10 $191.95
2025 Q3 REDUCED — — — 41,809 -444 -1.1% 0.49% $7.8M 2025-11-12 $177.56
2025 Q2 REDUCED 5.9% +17.0% ❌ 42,253 -2,640 -5.9% 0.45% $6.8M 2025-08-11 $157.70
2025 Q1 ADDED — — — 44,893 +14,063 +45.6% 0.55% $7.5M 2025-05-13 $151.59
2024 Q4 REDUCED 5.1% -2.4% ✅ 30,830 -1,663 -5.1% 0.35% $5.3M 2025-02-12 $171.13
2024 Q3 ADDED — — — 32,493 +32,189 +10588.5% 0.37% $5.5M 2024-11-08 $164.71
2024 Q2 REDUCED 89.7% +12.8% ❌ 304 -2,657 -89.7% 0.37% $4.7M 2024-08-13 $141.67
2024 Q1 ADDED — — — 2,961 +15 +0.5% 0.04% $463K 2024-05-09 $133.73
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPG

As of 2026 Q2 — sorted by position size

BBFIT INVESTMENTS PTE LTD 8.8% Land & Buildings Investment Management, LLC 3Y 7Y 8.29% Vert Asset Management LLC 3Y 7.94% Smead Capital Management, Inc. 3Y 7Y 6.71% Adelante Capital Management LLC 3Y 7Y 6.13% AEW CAPITAL MANAGEMENT L P 3Y 7Y 5.58% Resolution Capital Ltd 3Y 7Y 5.39% GSI Capital Advisors LLC 3Y 7Y 5.29% Pensionfund PDN 3Y 7Y 4.89% Pensionfund Sabic 3Y 7Y 4.78%

FAQ About WESTPAC BANKING CORP and SPG

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

How long has WESTPAC BANKING CORP reported owning SPG?

WESTPAC BANKING CORP reported SPG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SPG position in WESTPAC BANKING CORP's portfolio?

The largest reported portfolio weight for SPG was 0.55% in 2025 Q1.

What is the latest reported SPG position on this page?

The most recent filing on this page is 2026 Q2, when WESTPAC BANKING CORP reported 36,666 shares, equal to 0.50% of portfolio, with an estimated market value of $8.2M.

What does the chart on this SPG ownership page compare?

The chart compares WESTPAC BANKING CORP'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 WESTPAC BANKING CORP time their SPG position?

Based on 13F filing dates vs. subsequent SPG price moves, WESTPAC BANKING CORP correctly timed 29 out of 58 reported position changes (50%). The annualised alpha on SPG relative to SPY over the holding period was +3.4%.

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