[CLSTR]
< Back to situation

[REVISION HISTORY]

Institutional investors adjust holdings

Updated 3 times since CLSTR started tracking revisions of this situation.

What changed

2026-07-27 08:57 UTC → 2026-07-27 10:27 UTC · added removed

Institutional activity in S&P Global continued into late on 26 July 2026. Dorsey Weiss Asset Management LLC LP filed another an SEC disclosure confirming its earlier purchase of 222,683 shares—approximately $94.7 million, or 0.08 % holding of the company’s outstanding stock—reinforcing the sizable new stake it added earlier in the month. The same filing also reported that Weiss Asset Management LP bought 151,181 shares of Simon Property Group, a real‑estate investment trust, for Group shares, valued at about $28.2 million. While the Simon Property Group acquisition is million, and disclosed insider purchases by directors Marta R. Stewart (182 shares) and Larry C. Glasscock (397 shares). The filing also introduced a separate investment, the concurrent new stake by Rangeley Capital LLC in Icon Plc—17,700 shares worth roughly $1.96 million—highlighting that institutional owners now control about 95.6 % of Icon’s outstanding equity. These developments follow earlier adjustments by Dorsey filing underscores ongoing confidence among major asset managers Asset Management in S&P Global’s equity outlook. Subsequent filings on 26 July 2026 show Weiss Asset Management’s Global, Weiss’s prior Simon Property Group holding unchanged, while other investors such as Stance Capital, Wilkerson Advisory Group, SHP Wealth Management acquisition, and Cullen Frost Bankers also adjusted positions various repositionings in the REIT. In the healthcare sector, Principal Financial Group increased its stake in Sotera Health Company by 16.6 % to 520,209 shares valued around $7.46 million. Additional institutional investors—including IFP Advisors, Rothschild Investment LLC, Root Financial Partners and Eurizon Capital—reported recent changes to their Sotera Health holdings. other REIT holdings, underscoring ongoing confidence among major asset managers across multiple sectors.

Versions

  1. 2026-07-27 10:27 UTC Institutional investors adjust holdings
  2. 2026-07-27 08:57 UTC Institutional investors adjust holdings
  3. 2026-07-26 10:56 UTC Institutional investors adjust S&P Global holdings
  4. 2026-07-26 08:49 UTC Institutional investors adjust S&P Global holdings

Only revisions since CLSTR began indexing content versions appear here. Select a version to see what changed compared to the one before it.