Financial Counselors Inc’s Simon Property Group SPG Stock Holding History

Financial Counselors Inc’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	-1,922	Closed	-$331K	–	598
2024 Q4	$331K	Hold	1,922	–	–	﹤0.01%	481
2024 Q3	$325K	Sell	1,922 -509	-21%	-$80.6K	﹤0.01%	499
2024 Q2	$369K	Buy	+2,431	New	+$358K	0.01%	451
2017 Q1	–	Sell	-1,452	Closed	-$258K	–	515
2016 Q4	$258K	Buy	+1,452	New	+$270K	0.01%	418
2015 Q2	–	Sell	-24,079	Closed	-$4.71M	–	465
2015 Q1	$4.71M	Buy	24,079 +1,850	+8%	+$358K	0.29%	122
2014 Q4	$4.05M	Buy	22,229 +1,393	+7%	+$247K	0.26%	132
2014 Q3	$3.43M	Buy	20,836 +461	+2%	+$77.6K	0.24%	134
2014 Q2	$3.39M	Sell	20,375 -653	-3%	-$107K	0.24%	133
2014 Q1	$3.24M	Buy	21,028 +627	+3%	+$93.4K	0.23%	135
2013 Q4	$2.92M	Buy	20,401 +1,519	+8%	+$219K	0.22%	143
2013 Q3	$2.63M	Buy	+18,882	New	+$2.74M	0.22%	144

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

Financial Counselors Inc's SPG Position: Q1 2025 in Review

Financial Counselors Inc sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 1,922 shares — an estimated $331K sold.

Financial Counselors Inc first reported a position in SPG in Q3 2013 and held it in 11 quarters. The position peaked at $4.71M in Q1 2015. 1,197 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Financial Counselors Inc reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
Financial Counselors Inc sold 1,922 Simon Property Group shares in Q1 2025, an estimated $331K.
Financial Counselors Inc first reported a position in Simon Property Group in Q3 2013 and held it in 11 quarters.
Financial Counselors Inc's Simon Property Group position peaked at $4.71M in Q1 2015.
1,197 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Financial Counselors Inc's 13F filing for Q1 2025, filed 29 Apr 2025.