Atala Financial’s Simon Property Group SPG Stock Holding History

Atala Financial’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	-821	Closed	-$136K	–	398
2025 Q1	$136K	Hold	821	–	–	0.1%	131
2024 Q4	$141K	Buy	+821	New	+$144K	0.1%	135

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atala Financial's SPG Position: Q2 2025 in Review

Atala Financial sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 821 shares — an estimated $136K sold.

Atala Financial first reported a position in SPG in Q4 2024 and held it in 2 quarters. The position peaked at $141K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Atala Financial reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 821 Simon Property Group shares in Q2 2025, an estimated $136K.
Atala Financial first reported a position in Simon Property Group in Q4 2024 and held it in 2 quarters.
Atala Financial's Simon Property Group position peaked at $141K in Q4 2024.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.