Capital Management Associates (New York)’s Simon Property Group SPG Stock Holding History

Capital Management Associates (New York)’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	-4,000	Closed	-$689K	–	62
2024 Q4	$689K	Hold	4,000	–	–	0.81%	46
2024 Q3	$676K	Buy	+4,000	New	+$633K	0.75%	58
2022 Q4	–	Sell	-9,000	Closed	-$808K	–	102
2022 Q3	$808K	Hold	9,000	–	–	1.18%	38
2022 Q2	$854K	Hold	9,000	–	–	1.26%	38
2022 Q1	$1.18M	Buy	+9,000	New	+$1.28M	1.27%	34

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

Capital Management Associates (New York)'s SPG Position: Q1 2025 in Review

Capital Management Associates (New York) sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 4,000 shares — an estimated $689K sold.

Capital Management Associates (New York) first reported a position in SPG in Q1 2022 and held it in 5 quarters. The position peaked at $1.18M in Q1 2022. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Capital Management Associates (New York) reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
Capital Management Associates (New York) sold 4,000 Simon Property Group shares in Q1 2025, an estimated $689K.
Capital Management Associates (New York) first reported a position in Simon Property Group in Q1 2022 and held it in 5 quarters.
Capital Management Associates (New York)'s Simon Property Group position peaked at $1.18M in Q1 2022.
1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2025, filed 8 May 2025.