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Disclosery

Baron Capital: SPG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on SPG, newest first. How the timeline and the estimate are built.

Baron Capital held 163,566 SPG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,566 shares
    Change vs previous 13F -2,492 shares

    0.05% of the 13F portfolio, value $36,581,536.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 166,058 shares
    Change vs previous 13F -86,732 shares

    0.09% of the 13F portfolio, value $30,974,799.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 252,790 shares
    Change vs previous 13F +13,035 shares

    0.13% of the 13F portfolio, value $46,793,957.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 239,755 shares
    Change vs previous 13F -1,183 shares

    0.12% of the 13F portfolio, value $44,994,821.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 240,938 shares
    Change vs previous 13F +181,804 shares

    0.11% of the 13F portfolio, value $38,733,193.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 59,134 shares
    Change vs previous 13F -3,700 shares

    0.03% of the 13F portfolio, value $9,820,975.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 62,834 shares
    Change vs previous 13F +36,693 shares

    0.03% of the 13F portfolio, value $10,820,643.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,141 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,418,352.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).