Financial Gravity Asset Management’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$16.8K Buy
+101
New +$17.7K ﹤0.01% 508
2024
Q2
Sell
-4
Closed -$589 1398
2024
Q1
$580 Buy
4
+1
+33% +$147 ﹤0.01% 804
2023
Q4
$455 Buy
+3
New +$363 ﹤0.01% 893
2021
Q3
$130K Buy
+3
New +$390 0.06% 282
2018
Q3
Sell
-29
Closed -$5K 1598
2018
Q2
$5K Buy
+29
New +$4.61K ﹤0.01% 779

Other funds holding SPG

Financial Gravity Asset Management's SPG Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Simon Property Group (SPG) in Q1 2025: 101 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SPG as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in SPG in Q2 2018 and has held it in 5 quarters since. The position peaked at $130K in Q3 2021. 1,200 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Financial Gravity Asset Management held 101 shares of Simon Property Group worth $16.8K as of Q1 2025.
  • Simon Property Group was a new Financial Gravity Asset Management position in Q1 2025.
  • Simon Property Group made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #508 holding.
  • Financial Gravity Asset Management first reported a position in Simon Property Group in Q2 2018 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's Simon Property Group position peaked at $130K in Q3 2021.
  • 1,200 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.