Barometer Capital Management’s Simon Property Group SPG Stock Holding History

Barometer Capital Management’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	-69,455	Closed	-$11.3M	–	184
2024 Q4	$11.3M	Buy	69,455 +34,005	+96%	+$5.97M	4.51%	6
2024 Q3	$5.99M	Buy	35,450 +1,600	+5%	+$253K	1.73%	19
2024 Q2	$5.14M	Sell	33,850 -5,900	-15%	-$869K	1.98%	16
2024 Q1	$5.59M	Buy	+39,750	New	+$5.83M	1.45%	25
2022 Q2	–	Sell	-5,390	Closed	-$709K	–	122
2022 Q1	$709K	Sell	5,390 -26,710	-83%	-$3.81M	0.13%	91
2021 Q4	$5.13M	Buy	32,100 +5,010	+18%	+$765K	0.86%	41
2021 Q3	$3.52M	Sell	27,090 -1,242	-4%	-$162K	0.68%	44
2021 Q2	$3.66M	Sell	28,332 -838	-3%	-$104K	0.7%	47
2021 Q1	$3.28M	Buy	+29,170	New	+$3.04M	0.54%	55

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

Norges Bank Oslo, Norway $935B AUM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Barometer Capital Management's SPG Position: Q1 2025 in Review

Barometer Capital Management sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 69,455 shares — an estimated $11.3M sold.

Barometer Capital Management first reported a position in SPG in Q1 2021 and held it in 9 quarters. The position peaked at $11.3M in Q4 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Barometer Capital Management reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
Barometer Capital Management sold 69,455 Simon Property Group shares in Q1 2025, an estimated $11.3M.
Barometer Capital Management first reported a position in Simon Property Group in Q1 2021 and held it in 9 quarters.
Barometer Capital Management's Simon Property Group position peaked at $11.3M in Q4 2024.
1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Barometer Capital Management's 13F filing for Q1 2025, filed 14 May 2025.