Fiduciary Alliance’s Simon Property Group SPG Stock Holding History

Fiduciary Alliance’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 Q2	–	Sell	-28,864	Closed	-$4.79M	–	484
2025 Q1	$4.79M	Buy	28,864 +7,648	+36%	+$1.34M	0.47%	56
2024 Q4	$3.65M	Buy	+21,216	New	+$3.72M	0.37%	71
2023 Q3	–	Sell	-87	Closed	-$10K	–	829
2023 Q2	$10K	Buy	+87	New	+$9.48K	﹤0.01%	560
2023 Q1	–	Sell	-83	Closed	-$9.75K	–	762
2022 Q4	$9.75K	Buy	+83	New	+$9.22K	﹤0.01%	414

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fiduciary Alliance's SPG Position: Q2 2025 in Review

Fiduciary Alliance sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 28,864 shares — an estimated $4.79M sold.

Fiduciary Alliance first reported a position in SPG in Q4 2022 and held it in 4 quarters. The position peaked at $4.79M in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Fiduciary Alliance reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Fiduciary Alliance sold 28,864 Simon Property Group shares in Q2 2025, an estimated $4.79M.
Fiduciary Alliance first reported a position in Simon Property Group in Q4 2022 and held it in 4 quarters.
Fiduciary Alliance's Simon Property Group position peaked at $4.79M in Q1 2025.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Fiduciary Alliance's 13F filing for Q2 2025, filed 9 Jul 2025.