AI
SPG icon

AXS Investments’s Simon Property Group SPG Stock Holding History

AXS Investments’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
Q1 		– Sell
-7,507
Closed -$1.29M – 236
2024
Q4 		$1.29M Sell
7,507
-296
-4% -$52K 0.36% 130
2024
Q3 		$1.32M Sell
7,803
-181
-2% -$28.7K 0.35% 145
2024
Q2 		$1.21M Sell
7,984
-350
-4% -$51.6K 0.34% 125
2024
Q1 		$1.3M Sell
8,334
-5,166
-38% -$758K 0.31% 120
2023
Q4 		$1.93M Buy
13,500
+4,720
+54% +$571K 0.46% 66
2023
Q3 		$949K Sell
8,780
-2,214
-20% -$259K 0.24% 155
2023
Q2 		$1.27M Sell
10,994
-7,580
-41% -$826K 0.34% 104
2023
Q1 		$2.08M Sell
18,574
-21,730
-54% -$2.59M 0.69% 31
2022
Q4 		$4.73M Sell
40,304
-14,013
-26% -$1.56M 1.69% 9
2022
Q3 		$4.88M Buy
54,317
+3,279
+6% +$335K 1.9% 8
2022
Q2 		$4.84M Buy
+51,038
New +$5.85M 1.72% 11

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AXS Investments's SPG Position: Q1 2025 in Review

AXS Investments sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 7,507 shares — an estimated $1.29M sold.

AXS Investments first reported a position in SPG in Q2 2022 and held it in 11 quarters. The position peaked at $4.88M in Q3 2022. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • AXS Investments reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
  • AXS Investments sold 7,507 Simon Property Group shares in Q1 2025, an estimated $1.29M.
  • AXS Investments first reported a position in Simon Property Group in Q2 2022 and held it in 11 quarters.
  • AXS Investments's Simon Property Group position peaked at $4.88M in Q3 2022.
  • 1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on AXS Investments's 13F filing for Q1 2025, filed 9 May 2025.