Elevatus Welath Management’s Simon Property Group SPG Stock Holding History

Elevatus Welath Management’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
2024 Q4	–	Sell	-38,340	Closed	-$6.48M	–	116
2024 Q3	$6.48M	Buy	38,340 +5,835	+18%	+$924K	2.12%	16
2024 Q2	$4.93M	Buy	+32,505	New	+$4.79M	1.85%	16
2023 Q3	–	Sell	-26,530	Closed	-$3.06M	–	84
2023 Q2	$3.06M	Buy	+26,530	New	+$2.89M	2.13%	20

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elevatus Welath Management's SPG Position: Q4 2024 in Review

Elevatus Welath Management sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 38,340 shares — an estimated $6.48M sold.

Elevatus Welath Management first reported a position in SPG in Q2 2023 and held it in 3 quarters. The position peaked at $6.48M in Q3 2024. 1,193 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

Elevatus Welath Management reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
Elevatus Welath Management sold 38,340 Simon Property Group shares in Q4 2024, an estimated $6.48M.
Elevatus Welath Management first reported a position in Simon Property Group in Q2 2023 and held it in 3 quarters.
Elevatus Welath Management's Simon Property Group position peaked at $6.48M in Q3 2024.
1,193 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Elevatus Welath Management's 13F filing for Q4 2024, filed 13 Feb 2025.