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Algert Global’s Simon Property Group SPG Stock Holding History

Algert Global’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
-15,606
Closed -$2.59M – 1336
2025
Q1 		$2.59M Sell
15,606
-1,165
-7% -$204K 0.06% 519
2024
Q4 		$2.89M Buy
16,771
+1,150
+7% +$202K 0.07% 482
2024
Q3 		$2.64M Buy
15,621
+12,816
+457% +$2.03M 0.07% 462
2024
Q2 		$426K Buy
2,805
+772
+38% +$114K 0.01% 975
2024
Q1 		$318K Sell
2,033
-1,262
-38% -$185K 0.01% 877
2023
Q4 		$470K Buy
+3,295
New +$398K 0.02% 842

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Algert Global's SPG Position: Q2 2025 in Review

Algert Global sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 15,606 shares — an estimated $2.59M sold.

Algert Global first reported a position in SPG in Q4 2023 and held it in 6 quarters. The position peaked at $2.89M in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • Algert Global reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
  • Algert Global sold 15,606 Simon Property Group shares in Q2 2025, an estimated $2.59M.
  • Algert Global first reported a position in Simon Property Group in Q4 2023 and held it in 6 quarters.
  • Algert Global's Simon Property Group position peaked at $2.89M in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Algert Global's 13F filing for Q2 2025, filed 14 Aug 2025.