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Avestar Capital’s Simon Property Group SPG Stock Holding History

Avestar Capital’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
Q3 		– Sell
-2,123
Closed -$341K – 524
2025
Q2 		$341K Sell
2,123
-367
-15% -$58K 0.02% 373
2025
Q1 		$414K Sell
2,490
-405
-14% -$70.8K 0.04% 318
2024
Q4 		$499K Buy
2,895
+247
+9% +$43.4K 0.04% 294
2024
Q3 		$448K Buy
2,648
+71
+3% +$11.2K 0.05% 272
2024
Q2 		$391K Buy
2,577
+395
+18% +$58.2K 0.04% 286
2024
Q1 		$346K Buy
2,182
+440
+25% +$64.5K 0.04% 312
2023
Q4 		$248K Buy
+1,742
New +$211K 0.03% 326
2022
Q2 		– Sell
-1,658
Closed -$218K – 389
2022
Q1 		$218K Buy
1,658
+52
+3% +$7.41K 0.03% 365
2021
Q4 		$257K Hold
1,606
– – 0.03% 384
2021
Q3 		$209K Hold
1,606
– – 0.03% 428
2021
Q2 		$210K Buy
+1,606
New +$200K 0.03% 417
2019
Q3 		– Sell
-197
Closed -$28K – 732
2019
Q2 		$28K Buy
197
+3
+2% +$517 0.02% 351
2019
Q1 		$32K Buy
194
+27
+16% +$4.8K 0.02% 336
2018
Q4 		$25K Buy
167
+32
+24% +$5.72K 0.02% 319
2018
Q3 		$20K Buy
135
+11
+9% +$1.95K 0.01% 367
2018
Q2 		$17K Sell
124
-1
-0.8% -$159 0.01% 387
2018
Q1 		$17K Buy
125
+78
+166% +$12.4K 0.01% 364
2017
Q4 		$7K Buy
+47
New +$7.63K 0.01% 511

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avestar Capital's SPG Position: Q3 2025 in Review

Avestar Capital sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 2,123 shares — an estimated $341K sold.

Avestar Capital first reported a position in SPG in Q4 2017 and held it in 18 quarters. The position peaked at $499K in Q4 2024. 1,221 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Avestar Capital reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
  • Avestar Capital sold 2,123 Simon Property Group shares in Q3 2025, an estimated $341K.
  • Avestar Capital first reported a position in Simon Property Group in Q4 2017 and held it in 18 quarters.
  • Avestar Capital's Simon Property Group position peaked at $499K in Q4 2024.
  • 1,221 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Avestar Capital's 13F filing for Q3 2025, filed 7 Nov 2025.