Excalibur Management’s Simon Property Group SPG Stock Holding History

Excalibur 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
2025 Q1	–	Sell	-1,189	Closed	-$205K	–	169
2024 Q4	$205K	Hold	1,189	–	–	0.08%	159
2024 Q3	$201K	Buy	+1,189	New	+$188K	0.08%	160
2022 Q1	–	Sell	-1,502	Closed	-$240K	–	160
2021 Q4	$240K	Sell	1,502 -1,564	-51%	-$239K	0.1%	145
2021 Q3	$398K	Sell	3,066 -1,074	-26%	-$140K	0.17%	112
2021 Q2	$540K	Sell	4,140 -151	-4%	-$18.8K	0.24%	90
2021 Q1	$488K	Sell	4,291 -363	-8%	-$37.9K	0.24%	87
2020 Q4	$397K	Sell	4,654 -13	-0.3%	-$993	0.21%	99
2020 Q3	$302K	Sell	4,667 -1,247	-21%	-$81.8K	0.18%	100
2020 Q2	$404K	Buy	5,914 +337	+6%	+$21.1K	0.27%	71
2020 Q1	$306K	Buy	+5,577	New	+$667K	0.24%	75

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Excalibur Management's SPG Position: Q1 2025 in Review

Excalibur Management sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 1,189 shares — an estimated $205K sold.

Excalibur Management first reported a position in SPG in Q1 2020 and held it in 10 quarters. The position peaked at $540K in Q2 2021. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Excalibur Management reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
Excalibur Management sold 1,189 Simon Property Group shares in Q1 2025, an estimated $205K.
Excalibur Management first reported a position in Simon Property Group in Q1 2020 and held it in 10 quarters.
Excalibur Management's Simon Property Group position peaked at $540K in Q2 2021.
1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Excalibur Management's 13F filing for Q1 2025, filed 8 May 2025.