Advus Financial Partners’s Simon Property Group SPG Stock Holding History

Advus Financial Partners’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 Q2	–	Sell	-1,359	Closed	-$226K	–	267
2025 Q1	$226K	Sell	1,359 -128	-9%	-$22.4K	0.06%	216
2024 Q4	$256K	Buy	1,487 +264	+22%	+$46.3K	0.07%	193
2024 Q3	$207K	Buy	+1,223	New	+$194K	0.06%	219
2024 Q2	–	Sell	-1,466	Closed	-$229K	–	214
2024 Q1	$229K	Buy	+1,466	New	+$215K	0.07%	179

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advus Financial Partners's SPG Position: Q2 2025 in Review

Advus Financial Partners sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 1,359 shares — an estimated $226K sold.

Advus Financial Partners first reported a position in SPG in Q1 2024 and held it in 4 quarters. The position peaked at $256K in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Advus Financial Partners reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Advus Financial Partners sold 1,359 Simon Property Group shares in Q2 2025, an estimated $226K.
Advus Financial Partners first reported a position in Simon Property Group in Q1 2024 and held it in 4 quarters.
Advus Financial Partners's Simon Property Group position peaked at $256K in Q4 2024.
1,211 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Advus Financial Partners's 13F filing for Q2 2025, filed 25 Aug 2026.