Bleakley Financial Group’s Simon Property Group SPG Stock Holding History

Bleakley Financial Group’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	-6,237	Closed	-$1.07M	–	918
2024 Q4	$1.07M	Buy	6,237 +62	+1%	+$10.9K	0.03%	389
2024 Q3	$1.04M	Buy	6,175 +68	+1%	+$10.8K	0.03%	400
2024 Q2	$927K	Buy	6,107 +74	+1%	+$10.9K	0.03%	436
2024 Q1	$944K	Buy	6,033 +78	+1%	+$11.4K	0.03%	442
2023 Q4	$849K	Buy	5,955 +340	+6%	+$41.1K	0.03%	436
2023 Q3	$607K	Sell	5,615 -666	-11%	-$78K	0.02%	497
2023 Q2	$725K	Sell	6,281 -337	-5%	-$36.7K	0.02%	493
2023 Q1	$741K	Buy	6,618 +59	+0.9%	+$7.04K	0.02%	466
2022 Q4	$771K	Buy	+6,559	New	+$729K	0.03%	431

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

Bleakley Financial Group's SPG Position: Q1 2025 in Review

Bleakley Financial Group sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 6,237 shares — an estimated $1.07M sold.

Bleakley Financial Group first reported a position in SPG in Q4 2022 and held it in 9 quarters. The position peaked at $1.07M in Q4 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Bleakley Financial Group reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 6,237 Simon Property Group shares in Q1 2025, an estimated $1.07M.
Bleakley Financial Group first reported a position in Simon Property Group in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Simon Property Group position peaked at $1.07M in Q4 2024.
1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.