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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
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

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. 1,209 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.
  • 1,209 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.