DWA
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Dorsey Wright & Associates’s Simon Property Group SPG Stock Holding History

Dorsey Wright & Associates’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 		$1.02M Buy
+5,478
New +$1.04M 0.13% 128
2025
Q2 		– Sell
-1,480
Closed -$246K – 154
2025
Q1 		$246K Sell
1,480
-46
-3% -$8.04K 0.06% 119
2024
Q4 		$263K Sell
1,526
-14
-0.9% -$2.46K 0.06% 121
2024
Q3 		$260K Sell
1,540
-6
-0.4% -$950 0.06% 120
2024
Q2 		$235K Sell
1,546
-375
-20% -$55.2K 0.06% 120
2024
Q1 		$301K Buy
+1,921
New +$282K 0.08% 119
2022
Q2 		– Sell
-2,769
Closed -$364K – 320
2022
Q1 		$364K Sell
2,769
-13
-0.5% -$1.85K 0.08% 112
2021
Q4 		$444K Sell
2,782
-10
-0.4% -$1.53K 0.09% 107
2021
Q3 		$363K Buy
+2,792
New +$363K 0.08% 115

Other funds holding SPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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