Covestor’s Simon Property Group SPG Stock Holding History

Covestor’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
2026 Q1	$16K	Sell	85 -62	-42%	-$11.8K	0.01%	1205
2025 Q4	$27K	Sell	147 -60	-29%	-$10.9K	0.01%	1151
2025 Q3	$39K	Sell	207 -18	-8%	-$3.11K	0.02%	1026
2025 Q2	$36K	Buy	225 +14	+7%	+$2.21K	0.02%	1034
2025 Q1	$35K	Buy	211 +45	+27%	+$7.87K	0.02%	978
2024 Q4	$29K	Buy	166 +14	+9%	+$2.46K	0.02%	1054
2024 Q3	$26K	Sell	152 -7	-4%	-$1.11K	0.02%	1126
2024 Q2	$24K	Sell	159 -100	-39%	-$14.7K	0.02%	1141
2024 Q1	$40K	Buy	259 +96	+59%	+$14.1K	0.03%	966
2023 Q4	$23K	Sell	163 -64	-28%	-$7.74K	0.02%	1149
2023 Q3	$25K	Sell	227 -6	-3%	-$703	0.02%	1039
2023 Q2	$26K	Buy	233 +73	+46%	+$7.95K	0.02%	1032
2023 Q1	$18K	Sell	160 -105	-40%	-$12.5K	0.02%	1041
2022 Q4	$31K	Sell	265 -208	-44%	-$23.1K	0.03%	904
2022 Q3	$42K	Sell	473 -312	-40%	-$31.9K	0.04%	761
2022 Q2	$74K	Sell	785 -422	-35%	-$48.4K	0.06%	574
2022 Q1	$159K	Buy	1,207 +364	+43%	+$51.9K	0.11%	248
2021 Q4	$135K	Buy	+843	New	+$129K	0.19%	68

Other funds holding SPG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return