American Trust Investment Advisors’s Simon Property Group SPG Stock Holding History

American Trust Investment Advisors’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	-5,262	Closed	-$874K	–	96
2025 Q1	$874K	Buy	5,262 +430	+9%	+$75.2K	0.37%	53
2024 Q4	$832K	Buy	4,832 +935	+24%	+$164K	0.34%	51
2024 Q3	$659K	Buy	3,897 +2,497	+178%	+$395K	0.27%	54
2024 Q2	$213K	Sell	1,400 -185	-12%	-$27.3K	0.1%	80
2024 Q1	$248K	Buy	+1,585	New	+$232K	0.12%	76

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 $3.38T AUM 44.17% 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

American Trust Investment Advisors's SPG Position: Q2 2025 in Review

American Trust Investment Advisors sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 5,262 shares — an estimated $874K sold.

American Trust Investment Advisors first reported a position in SPG in Q1 2024 and held it in 5 quarters. The position peaked at $874K in Q1 2025. 1,212 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

American Trust Investment Advisors reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
American Trust Investment Advisors sold 5,262 Simon Property Group shares in Q2 2025, an estimated $874K.
American Trust Investment Advisors first reported a position in Simon Property Group in Q1 2024 and held it in 5 quarters.
American Trust Investment Advisors's Simon Property Group position peaked at $874K in Q1 2025.
1,212 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on American Trust Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.