EFG
SPG icon

Embree Financial Group’s Simon Property Group SPG Stock Holding History

Embree Financial Group’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 		$321K Sell
1,720
-694
-29% -$132K 0.04% 199
2025
Q4 		$447K Buy
2,414
+56
+2% +$10.2K 0.05% 158
2025
Q3 		$443K Buy
2,358
+36
+2% +$6.21K 0.06% 151
2025
Q2 		$373K Sell
2,322
-5
-0.2% -$790 0.06% 149
2025
Q1 		$386K Buy
2,327
+28
+1% +$4.89K 0.06% 141
2024
Q4 		$396K Sell
2,299
-216
-9% -$37.9K 0.07% 134
2024
Q3 		$425K Buy
2,515
+30
+1% +$4.75K 0.08% 125
2024
Q2 		$377K Sell
2,485
-629
-20% -$92.7K 0.07% 129
2024
Q1 		$487K Buy
3,114
+141
+5% +$20.7K 0.1% 121
2023
Q4 		$424K Buy
+2,973
New +$359K 0.09% 122

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