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Clarius Group LLC’s Simon Property Group SPG Stock Holding History

Clarius Group LLC’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
Q4 		$894K Buy
4,832
+5
+0.1% +$908 0.05% 137
2025
Q3 		$906K Sell
4,827
-672
-12% -$116K 0.05% 138
2025
Q2 		$884K Sell
5,499
-225
-4% -$35.5K 0.05% 158
2025
Q1 		$951K Sell
5,724
-8
-0.1% -$1.4K 0.06% 147
2024
Q4 		$987K Sell
5,732
-2,945
-34% -$517K 0.07% 125
2024
Q3 		$1.47M Sell
8,677
-66
-0.8% -$10.4K 0.1% 91
2024
Q2 		$1.33M Sell
8,743
-110
-1% -$16.2K 0.09% 95
2024
Q1 		$1.39M Sell
8,853
-1,160
-12% -$170K 0.1% 97
2023
Q4 		$1.43M Buy
10,013
+7,403
+284% +$895K 0.12% 94
2023
Q3 		$282K Sell
2,610
-847
-25% -$99.2K 0.03% 349
2023
Q2 		$399K Buy
3,457
+29
+0.8% +$3.16K 0.03% 313
2023
Q1 		$384K Buy
3,428
+103
+3% +$12.3K 0.03% 318
2022
Q4 		$391K Buy
3,325
+217
+7% +$24.1K 0.04% 306
2022
Q3 		$279K Buy
3,108
+25
+0.8% +$2.56K 0.03% 368
2022
Q2 		$293K Buy
3,083
+221
+8% +$25.3K 0.03% 343
2022
Q1 		$457K Hold
2,862
– – 0.04% 258
2021
Q4 		$457K Buy
2,862
+93
+3% +$14.2K 0.04% 258
2021
Q3 		$360K Buy
2,769
+124
+5% +$16.1K 0.03% 279
2021
Q2 		$345K Buy
2,645
+56
+2% +$6.96K 0.03% 284
2021
Q1 		$295K Buy
2,589
+234
+10% +$24.4K 0.03% 290
2020
Q4 		$201K Buy
+2,355
New +$180K 0.02% 335
2020
Q1 		– Sell
-1,389
Closed -$204K – 298
2019
Q4 		$204K Buy
1,389
+21
+2% +$3.15K 0.03% 279
2019
Q3 		$213K Buy
+1,368
New +$213K 0.04% 258
2019
Q2 		– Sell
-1,422
Closed -$259K – 268
2019
Q1 		$259K Buy
+1,422
New +$253K 0.06% 161

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clarius Group LLC's SPG Position: Q4 2025 in Review

Clarius Group LLC increased its Simon Property Group (SPG) stake by 0.1% in Q4 2025, buying an estimated $908 and bringing the position to 4,832 shares worth $894K. The position accounts for 0.05% of the portfolio, ranked #137.

Clarius Group LLC first reported a position in SPG in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.47M in Q3 2024. 1,287 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Clarius Group LLC held 4,832 shares of Simon Property Group worth $894K as of Q4 2025.
  • Clarius Group LLC bought 5 Simon Property Group shares in Q4 2025, an estimated $908.
  • Simon Property Group made up 0.05% of Clarius Group LLC's portfolio in Q4 2025, its #137 holding.
  • Clarius Group LLC first reported a position in Simon Property Group in Q1 2019 and has held it in 24 quarters since.
  • Clarius Group LLC's Simon Property Group position peaked at $1.47M in Q3 2024.
  • 1,287 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.