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

Financial Gravity Asset 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	$16.8K	Buy	+101	New	+$17.7K	﹤0.01%	508
2024 Q2	–	Sell	-48	Closed	-$7.07K	–	1398
2024 Q1	$7.58K	Buy	48 +42	+700%	+$6.16K	﹤0.01%	779
2023 Q4	$790	Buy	6 +3	+100%	+$363	﹤0.01%	1073
2023 Q3	$335	Sell	3 -112	-97%	-$13.1K	﹤0.01%	858
2023 Q2	$12.9K	Buy	115 +3	+3%	+$327	0.04%	240
2023 Q1	$385	Sell	112 -5	-4%	-$597	0.01%	486
2022 Q4	$20.2K	Sell	117 -513	-81%	-$57K	0.11%	107
2022 Q3	$346	Sell	630 -35	-5%	-$3.58K	0.01%	450
2022 Q2	$351	Sell	665 -127	-16%	-$14.6K	0.01%	440
2022 Q1	$485	Sell	792 -808	-51%	-$115K	0.01%	408
2021 Q4	$467	Buy	1,600 +1,597	+53,233%	+$244K	0.01%	493
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

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 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 13 quarters since. The position peaked at $130K in Q3 2021. 1,196 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 13 quarters since.
Financial Gravity Asset Management's Simon Property Group position peaked at $130K in Q3 2021.
1,196 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.