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Advanced Portfolio Management’s Simon Property Group SPG Stock Holding History

Advanced Portfolio Management’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-532
Closed -$99.8K – 123
2025
Q3 		$99.8K Buy
+532
New +$91.8K 0.26% 38
2023
Q4 		– Sell
-3,793
Closed -$410K – 108
2023
Q3 		$410K Buy
+3,793
New +$444K 0.34% 59

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advanced Portfolio Management's SPG Position: Q4 2025 in Review

Advanced Portfolio Management sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 532 shares — an estimated $99.8K sold.

Advanced Portfolio Management first reported a position in SPG in Q3 2023 and held it in 2 quarters. The position peaked at $410K in Q3 2023. 1,289 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Advanced Portfolio Management reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Advanced Portfolio Management sold 532 Simon Property Group shares in Q4 2025, an estimated $99.8K.
  • Advanced Portfolio Management first reported a position in Simon Property Group in Q3 2023 and held it in 2 quarters.
  • Advanced Portfolio Management's Simon Property Group position peaked at $410K in Q3 2023.
  • 1,289 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.