Certuity’s Simon Property Group SPG Stock Holding History

Certuity’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 Q2	–	Sell	-1,281	Closed	-$213K	–	454
2025 Q1	$213K	Buy	1,281 +77	+6%	+$13.5K	0.02%	362
2024 Q4	$207K	Sell	1,204 -1,517	-56%	-$266K	0.02%	344
2024 Q3	$460K	Buy	+2,721	New	+$431K	0.05%	191
2021 Q4	–	Sell	-2,119	Closed	-$275K	–	388
2021 Q3	$275K	Sell	2,119 -304	-13%	-$39.6K	0.05%	299
2021 Q2	$316K	Buy	2,423 +165	+7%	+$20.5K	0.07%	226
2021 Q1	$257K	Buy	+2,258	New	+$236K	0.07%	233

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Certuity's SPG Position: Q2 2025 in Review

Certuity sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 1,281 shares — an estimated $213K sold.

Certuity first reported a position in SPG in Q1 2021 and held it in 6 quarters. The position peaked at $460K in Q3 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Certuity reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Certuity sold 1,281 Simon Property Group shares in Q2 2025, an estimated $213K.
Certuity first reported a position in Simon Property Group in Q1 2021 and held it in 6 quarters.
Certuity's Simon Property Group position peaked at $460K in Q3 2024.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Certuity's 13F filing for Q2 2025, filed 14 Aug 2025.