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Concourse Financial Group Securities’s Simon Property Group SPG Stock Holding History

Concourse Financial Group Securities’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
-453
Closed -$78.3K – 1762
2024
Q4 		$78.3K Sell
453
-222
-33% -$39K ﹤0.01% 1023
2024
Q3 		$114K Sell
675
-28
-4% -$4.43K 0.01% 906
2024
Q2 		$107K Buy
703
+8
+1% +$1.18K 0.01% 917
2024
Q1 		$110K Buy
695
+8
+1% +$1.17K 0.01% 879
2023
Q4 		$98K Sell
687
-1,741
-72% -$210K 0.01% 905
2023
Q3 		$262K Buy
2,428
+49
+2% +$5.74K 0.02% 546
2023
Q2 		$275K Buy
2,379
+51
+2% +$5.55K 0.02% 559
2023
Q1 		$261K Buy
2,328
+69
+3% +$8.24K 0.02% 576
2022
Q4 		$265K Buy
2,259
+212
+10% +$23.6K 0.02% 547
2022
Q3 		$184K Sell
2,047
-475
-19% -$48.6K 0.02% 557
2022
Q2 		$239K Sell
2,522
-281
-10% -$32.2K 0.02% 560
2022
Q1 		$369K Buy
2,803
+2,251
+408% +$321K 0.03% 494
2021
Q4 		$88K Buy
552
+4
+0.7% +$611 0.01% 1065
2021
Q3 		$71K Buy
548
+2
+0.4% +$260 ﹤0.01% 1159
2021
Q2 		$71K Buy
546
+81
+17% +$10.1K ﹤0.01% 1139
2021
Q1 		$53K Sell
465
-3
-0.6% -$313 ﹤0.01% 1206
2020
Q4 		$40K Sell
468
-139
-23% -$10.6K ﹤0.01% 1218
2020
Q3 		$39K Sell
607
-96
-14% -$6.29K ﹤0.01% 1162
2020
Q2 		$48K Buy
703
+305
+77% +$19.1K ﹤0.01% 1009
2020
Q1 		$22K Buy
398
+231
+138% +$27.6K ﹤0.01% 1205
2019
Q4 		$25K Sell
167
-29
-15% -$4.35K ﹤0.01% 1190
2019
Q3 		$31K Buy
196
+5
+3% +$778 0.01% 789
2019
Q2 		$31K Sell
191
-13
-6% -$2.24K ﹤0.01% 1054
2019
Q1 		$37K Buy
204
+105
+106% +$18.7K ﹤0.01% 993
2018
Q4 		$16K Sell
99
-56
-36% -$10K ﹤0.01% 1257
2018
Q3 		$27K Buy
+155
New +$27.4K 0.01% 771

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concourse Financial Group Securities's SPG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 453 shares — an estimated $78.3K sold.

Concourse Financial Group Securities first reported a position in SPG in Q3 2018 and held it in 26 quarters. The position peaked at $369K in Q1 2022. 1,197 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 453 Simon Property Group shares in Q1 2025, an estimated $78.3K.
  • Concourse Financial Group Securities first reported a position in Simon Property Group in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Simon Property Group position peaked at $369K in Q1 2022.
  • 1,197 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.