Financial Advocates Investment Management’s Simon Property Group SPG Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-2,347	Closed	-$377K	–	519
2025 Q2	$377K	Buy	+2,347	New	+$371K	0.03%	439
2023 Q2	–	Sell	-9,228	Closed	-$1.03M	–	774
2023 Q1	$1.03M	Buy	9,228 +73	+0.8%	+$8.72K	0.07%	284
2022 Q4	$1.08M	Buy	+9,155	New	+$1.02M	0.08%	272
2022 Q2	–	Sell	-2,215	Closed	-$292K	–	783
2022 Q1	$292K	Buy	+2,215	New	+$316K	0.02%	586
2021 Q3	–	Sell	-10,179	Closed	-$1.32M	–	796
2021 Q2	$1.32M	Buy	+10,179	New	+$1.27M	0.09%	266

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Financial Advocates Investment Management's SPG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 2,347 shares — an estimated $377K sold.

Financial Advocates Investment Management first reported a position in SPG in Q2 2021 and held it in 5 quarters. The position peaked at $1.32M in Q2 2021. 1,220 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

Financial Advocates Investment Management reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 2,347 Simon Property Group shares in Q3 2025, an estimated $377K.
Financial Advocates Investment Management first reported a position in Simon Property Group in Q2 2021 and held it in 5 quarters.
Financial Advocates Investment Management's Simon Property Group position peaked at $1.32M in Q2 2021.
1,220 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.