AGF Management’s Simon Property Group SPG Stock Holding History

AGF 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
2026 Q1	$2.44M	Buy	13,062 +889	+7%	+$170K	0.01%	456
2025 Q4	$2.25M	Buy	12,173 +1,300	+12%	+$236K	0.01%	465
2025 Q3	$2.04M	Sell	10,873 -732	-6%	-$126K	0.01%	486
2025 Q2	$1.87M	Sell	11,605 -6,580	-36%	-$1.04M	0.01%	481
2025 Q1	$3.02M	Buy	18,185 +5,685	+45%	+$994K	0.02%	314
2024 Q4	$2.15M	Buy	12,500 +760	+6%	+$133K	0.01%	486
2024 Q3	$1.98M	Buy	11,740 +449	+4%	+$71.1K	0.01%	500
2024 Q2	$1.71M	Sell	11,291 -33,503	-75%	-$4.94M	0.01%	500
2024 Q1	$7.01M	Buy	44,794 +1,023	+2%	+$150K	0.04%	246
2023 Q4	$6.24M	Buy	43,771 +292	+0.7%	+$35.3K	0.04%	248
2023 Q3	$4.7M	Buy	43,479 +392	+0.9%	+$45.9K	0.03%	254
2023 Q2	$4.98M	Sell	43,087 -10,275	-19%	-$1.12M	0.04%	253
2023 Q1	$5.97M	Buy	53,362 +3,419	+7%	+$408K	0.04%	248
2022 Q4	$5.87M	Buy	+49,943	New	+$5.55M	0.04%	245

Other funds holding SPG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return